Is this possible to create?

RMerckling · #1 04-05-2018, 06:02 AM

Paul,

Template: "a preset format for a document or file, used so that the format does not have to be recreated each time it is used." Seems like I'm using templates.

"Excel Doc": Excel "Workbook", my apologies.

"Source": "Source" is simply a label and I think you're being a bit overly critical.

With that being said, I want to clarify that I do appreciate your feedback and remind you that I am no expert in this field which could be why my terminology and/or explanation is off. I would love to attach the files, but they're not on hand at the moment.

Thanks, Paul,
Rich

RMerckling · #2 04-18-2018, 09:52 AM

Paul,

I've managed to scrape together code that copies/renames the Plan Word Document and pastes within the same folder as the Excel Workbook. Now I just need to figure out how to run a Mail Merge on the newly created copy of Plan Word Document.

Code:

Sub CopyandRename()
    Dim str1 As String
    Dim str2 As String
    str1 = "Q:\IC\New Structure\IC Toolkit\Templates\01 Plan Doc Template\16 Source\IC Plan Doc Template v1.0.docx"
    str2 = Application.ActiveWorkbook.Path & "\" & Range("A1").Value & ".docx"
    
    Call FileCopy(str1, str2)
    
'Opens New Plan Doc Template
    Set appWd = CreateObject("Word.Application")
    appWd.Visible = True

    appWd.Documents.Open Filename:=Application.ActiveWorkbook.Path & "\" & Worksheets("Form").Range("A1").Value & ".docx"

End Sub

All data is contained in "Data" worksheet within the Excel Workbook, and only one single Mail Merge needs to be ran using DDE, preferably.

Again, your assistance is greatly appreciated,
Rich

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