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Sending a PDF letter from a row of a sheet - Excel 2010

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    Sending a PDF letter from a row of a sheet - Excel 2010

    Hi,

    Hope someone can help.

    The hospital I work at are taking away any support for Microsoft Access. Normally I use Access as a database for patient's details that I input into using forms/datasheets. From each form that is filled in I was able, at the click of a button to create a PDF that is attached to an email.

    I have taken the data and moved it across to Excel 2010. I am able to view each row's data (now in Excel) using a form.

    Is there anyway I can use the information from each row/form and create it into a PDF and then possibly use mail merge to place it into an email?

    Not expecting a quick fix, but if there is a way that I can learn to put this process in place that would be really appreciated if someone can steer me in the right direction.

    Thanks
    Last edited by stephenedwardbennett; 03-31-2017 at 11:47 AM.

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    Re: Sending a PDF letter from a row of a sheet - Excel 2010

    Saving as a PDF is straightforward and even the mailing is straightforward (if you have Outlook). It's the mailmerge that I'd have to work out.

    I just did a test and mailmerge puts out letters all in one file with page breaks between the letters. This works great for printing. There is code you can add to Word that will separate these sections to File1, File2, File2, etc. That's not much help in that it doesn't tie a document to an email address.

    If you are doing something simple such as an invoice or a simple notification that a visit or shot or something is due and there isn't a lot of formatting then we can probably get Excel to make it work. It might take some custom crafting of each letter, but I might be able to build some tools to help with that.

    Can you send some samples of
    • The spreadsheet with the data - change names and other information to desensitize it - a dozen records or so should be enough
    • A sample or two form letters.
    It seems like a big step backwards to go from Access to Excel for this kind of application.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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