Forum Discussion
Coen97
Jan 11, 2023Copper Contributor
Linking data within a word file
Hi, Hope're all well. I am currently working on creating a linked template between word and excel. For this I have created a link between 1 excel and 1 word document. However, I want to use...
Charles_Kenyon
Jan 11, 2023Bronze Contributor
I do not know that it will do what you want but I use Mail Merge from an Excel file to provide linked information in numerous documents.
This is for production of one document at a time, not a bulk mailing.
I have macros in the document templates that (1) change the new document to a mail merge primary document, link to the Excel file, and call up a dialog for me to select a record set and (2) unlink the document from the data set upon a button push.
If you use Mail Merge, you would simply put the merge fields in the spots you want rather than using cross-referencing.