Create Macro/ Process to Send from Excel to Word Template

Hi!

I have scoured the internet for solutions to my problem, and although many are close, I have yet to find the situation that applies to mine. If I have missed something somewhere, I apologize for the redundant post.

Here is what I am trying to do:

I have a spreadsheet full of data that relates to individual clients. Each row pertains to a different client and within that row contains information specific to that individual.

We are currently using multiple Mail Merges to accomplish our paperwork/ tasks and this can be quite redundant with the amount of information we process on a daily basis.

What I would like to do is have a button IN Excel on EVERY line that allows the user to send the information contained within that line to a specific report and then print that report.

If possible, I would like to have the information go to a specific document based on information provided within the cells in the row. For example:

If they type YES in one of the boxes then when the button is pressed it will go to "Document A". If they type NO in that box, then when the button is pressed it will go to "Document B". I hope that makes sense.

I need the information contained within the spreadsheet to be moved to Word into specific spaces (similar to the mail merge).

I would also like to add a second button that sends to separate report. This one too would be required on each line.

The difference with this document would be that the spreadsheet would provide most of the information to Word, but the user would then be prompted on the Word end, to fill in the rest (fill in fields perhaps?). This too would be similar to the Mail Merge style.

That is pretty much the extent of what I would like to do.

I should mention that my experience with Visual Basic is next to ZERO, but I am very capable with computers and deductive reasoning, I just don't understand coding/ programming. So any templates/ step-by-step guides you can recommend/ provide would be greatly appreciated.

I apologize for perhaps a very complicated scenario, but my local IT at work will not support this kind of process anymore. They have defined it as "beyond their scope".

Thanks!

Phil

Thank you! I have attached the documents.A DNA Basic Documents Merge 2014-OCT-01 Sample.docA DNA Basic Documents Merge 2014-OCT-01 Endorsement.doc00 DNA Database Master Copy.xlsx

I would like for when they NO it goes to the one labeled SAMPLE. and when they say YES to the one labeled ENDORSEMENT.

Also, any direction you can provide in terms of a step-by-step, if possible, would be very much appreciated.

-Phil

Thanks for doing this!

I am running into an error when creating the report though.

When I click "Print" I get an error saying "Compile error: Can't find project or library"

Not 100% sure why it's happening. Maybe there is something I need to do further?

Also, I do not need to generate a file to save. It only needs to be sent to the printer.

Alright, so that appears to have fixed that problem, but now I am getting Runtime error 5981: Could not open macro storage
???

Alright. I opened each template and disabled "Protected View". That seems to have fixed that problem.

Now, is there anyway to send directly to the printer instead of saving a document?

Alright, so that gets the process going, but it won't let me print more than one at a time. I get:

Run-time error '-2147417848 (80010108)':
Automation error
The object invoked has disconnected from its clients.

Hey. Check your email. I want to possibly do something else with this