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Mail Merge with Options not relating to Personal information

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  1. #1
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    Mail Merge with Options not relating to Personal information

    Hi,

    In my work environment I have to create legal documents where only some specific areas are to be changed, however, the base document remains the same every instance.
    I am thinking of automating this documentation by using Excel table to have specific information (which keeps changing with every new client) linking it with Word Doc template.
    My Problem: Mail Merge works with individual information (e.g. Name, Surname, Title, Address lines, Phone number, etc. etc.) ... My Excel table does not have any of these, instead have fields like - Client name, Project name, Important dates, number of employees etc. etc.

    Any Help on how to use Mail merge in this scenario OR Any macro in Excel which can pick up the template (word doc) and feed in the data from Excel table at the required areas of document.

  2. #2
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    Excel 2003, 2007, 2010, 2013, 2016, 2019, 365
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    Re: Mail Merge with Options not relating to Personal information

    You can use mail merge with any field (column) in your excel spreadsheet. On Mailings tab, Start Mailmerge > Letters, then
    Select Recipients > Use existing list > select your workbook and sheet
    Then use the 'Insert Merge Field' button to add in the fields in the place you require.
    Kind Regards,

    Out of the Hat

    "Computers are stupid - they do EXACTLY what you tell them to"

    If I've helped you with a problem, please say thanks by clicking the small star icon on the left.

  3. #3
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    Re: Mail Merge with Options not relating to Personal information

    Thank You Outofthehat for your advise... It is working now...

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