Forum Discussion
Create Multiple Word/PDF Documents From Excel
Hey there-
I'm trying to create multiple documents (preferably PDF but can be Word) based off an excel file and it's data.
Essentially trying to create instructions for groups as they complete a form. The data they input in the form is transferred into an Excel document, which I they use to create the instructions (previously manually done). Since each group has a different name and other fields, each copy of instructions is slightly different but with important distinctions.
I've played around with a Mail Merge to input the required information and Macros to automate the process. I am getting stuck with the fact that Mail Merge does not create individual documents, so I would have to share all instructions I created instead of that group's specific instructions.
The excel document has columns for the file name, group name, and the 2 other required fields.
Any help would be greatly appreciated!
- NikolinoDEGold Contributor
Use the code for PDF yourself, can only recommend. Whatever this may mean by the ignorant:)).
Create and Mail PDF files with Excel 2007 and higher
If you are using Mac Office visit this page : http://www.rondebruin.nl/mac/mac005.htm
The third-party products that this article discusses are manufactured by companies that are independent of me. I makes no warranty, implied or otherwise, about the performance or reliability of these products.
I would be happy to know if I could help.
Nikolino
I know I don't know anything (Socrates)
* Kindly Mark and Vote this reply if it helps please, as it will be beneficial to more Community members reading here.
- NikolinoDEGold Contributorsry topic totally messed up. Would you like to save from Excel to PDF? Simply go through file -> Export or save as PDF depending on the Excel version. Please ignore previous post if useful. cheers, Nikolino
- glukemeyerCopper Contributor
Hi NikolinoDE -
I appreciate the reply, but the issue is that I need multiple documents from the data off the excel file. So unfortunately neither are what I'm looking for.
I have a template for the instructions I want to create and all the data, but trying to find an automated way to create them instead of having to manually Copy & Paste values for each.
Better way to describe could be that I want to mail merge but create separate documents to each line/group in the excel file. Currently, the only option I have is a mail merge which creates one document, with the different lines/groups on the next page of the same document.
- Niklas KarlssonCopper Contributor
I have found a solution for you. A tool where you input a Word file as template and an Excel file with the data. Out comes the many files you need! Good luck 🙂
Link to tool: https://www.mergeguru.com/