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glukemeyer's avatar
glukemeyer
Copper Contributor
Feb 18, 2021

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! 

  • NikolinoDE's avatar
    NikolinoDE
    Gold Contributor

    glukemeyer 

     

    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.

  • NikolinoDE's avatar
    NikolinoDE
    Gold Contributor
    sry 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
    • glukemeyer's avatar
      glukemeyer
      Copper 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. 

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