For my job I send out medical record requests for clients. I have one excel file containing all the hospital information where I send letter for the records. I have another excel file with a list of our client names and info that is needed to create the request.



My question is, how can I create a template where the address field is populated by the hospital excel file and the client info field is populated by the client info excel file.

I tried a regular mail merge, but it won't let me use two different excel files.

Any help would be very much appreciated.

That depends on whether these letters are generated individually, on-demand, with someone choosing which client & hospital each time, or whether you're doing a bulk process with multiple clients (not necessarily the same) listed on each of several letters to different hospitals.

More details needed.

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Paul Edstein
[Fmr MS MVP - Word]

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__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

The letters are generated individually with a different client and different hospital each time.

While it is possible to use a mailmerge with two or more source files, doing so isn't something that seems appropriate to your situation. I'd suggest employing a user-form with listboxes that you can populate from each of the source workbooks. Once the client and hospital are selected, a command button could be used to populate bookmarks in the document. For some code to populate userform listboxes from an Excel data source, see: http://www.gmayor.com/Userform_ComboBox.html

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]