Form button controlled macro that merges data from rows into Word & saves them

Hi all,

I have quite a complex task that I would like a macro to be able to automise. I have seen it done in porgrams before yet dont know how to manipulate it to work for my desired outcome

I have a spreadsheet that contains various data for a client arranged in rows, i.e one row per client. I would like this data to be merged into a word document and then saved into a folder. ( ie one word document per row)

We currently merge the data from a master spreadsheet into the two word documents I have attached. I have created a new spredsheet which I would like the macro to work from.

I want the merge to occur based on two conditions, the first being that the client has a ticked form box in their correspoinding row (I have attached a skeleton of what the sheet will be without the client data). The second condition will be based on what is displayed in the column C (New or exisitng). I would like the macro to only action a merge for the rows with the form box ticked and if "New" is displayed in column C I would like the data to merge to the document "Investment Policy Statement - New Clients - 30 June 10", which is stored at the location "G:\JBS\S M S F\Plan Templates\SMSF Investment Plans\Investment Policy Statements\

and if column C shows "Existing" I would like the data to merge to the document named "Investment Policy Statement - Existing clients - 30 June 10", which is stored in the same location disclosed above.

I have higlighter all the fields in each document which I need to merge and the heading for which column the data is stored in the excel spreadsheet, ie if there is a highlighter field in the word doc << Client>>, I would like the data to merge from Column B, for that specific Row.

After having completed the merges for the rows with ticked form boxes I would like the macro to save the merged documents titled "Investment Policy Statement - (Date displayed in cell D1) - (Shortname stored in column E)" all to the same location:

G:\JBS\S M S F\Plan Templates\SMSF Investment Plans\Investment Policy Statements\

Ideally I would like the transferrance of data from the spreadsheet to each individual word doc to occur without Word opening on the screen, Is this possible?

The spreadsheet will also be stored in the aforementioned location; not sure if that wil be relevant.

I have attached all he relevant documents, please let me know if any furhter information is needed.

I appreciate any and all help

Thanks

Adam

Is this possible? Not set on a form button, if that helps ie fine to use a command button or any other type there is.

Cheers

would it be benefitial to link the boxes to the cells under them?