Excel not generating into word templates

Megan_r 

ive never had to do the mail merge.

And the point that both Patrick2788 and I are trying to make (although I can't speak for him with total certainty) is that you ARE doing a mail merge, whether or not you realize it, and that you'd benefit from learning how Mail Merge works and get away from the alleged simplification of the macro, since it's not working. Have you looked at any of the links I've provided? 

Megan_r 

I need someone to remote access my computer and see where the disconnect is. Is there a way to help me through quick assist? 

That--remote access--is not a service that is offered through this forum. If Microsoft offers it at all, which is possible, it would be through calling the customer service line. Here, the goal is to describe the "how to" or provide a formula or macro or whatever. 

I need to invoke macro in order to generate the documents using the information provided in the excel sheet. I click ' invoke macro' then generate the documents then print, preview, then go to the word document that pops up at the bottom and usually the information populates over, as seen in the screenshot provided, the information isn't populating over. There is a disconnect somewhere.

This is sounding, from the way you describe it, like a procedure that somebody else developed, that you have inherited, and a procedure that depends on some thing(s) that weren't passed on or were assumed by the original developer. Have you ever run it successfully? Are you just starting in the position and trying to follow some written directions?

It still sounds and looks like fundamentally a Mail Merge process, perhaps invoked by a macro. Are you in Excel when you start it? Or in Word? You may need to see if you can call on whoever it was that created it in the first place, if that's possible.

Sorry, i also dont know what the 'Mail merge' is.

There's no shame in not knowing. But I do recommend that you take the time to learn what it is. Mail Merge exists to make it possible to use what are often referred to as "form letters" but, more appropriately, can be thought of as documents of various kinds that do need to be copied, for example, for different clients of a bank--changing such things as NAME of person, NAME OF COMPANY, ADDRESS, LOAN AMOUNT, PAYMENTStart Date, etc. --but otherwise following a standard text. In that image in your first post, all of the items in these brackets <<word>> are to be filled by text (or numbers) from an Excel source. They're to be merged. It's called Mail Merge because the documents so generated often are mailed, often are letters, but they can also be contracts, loan agreements, whatever.

IF you can locate among the files the Word template that comes up, that is to be populated by entries from an Excel spreadsheet, then you might well be able to re-create the steps for Mail Merge. I gave you a link in my prior post to some pages provided by Microsoft to explain how to get Mail Merge works. Here is that link again. (Click on the highlighted words in that last sentence.)

Here too are some instructional YouTube videos, which might be helpful. I would recommend taking the time to watch two or three of them. As I've said above, Mail Merge is a very effective process to take a form letter or document--one that you use repeatedly with some variable information that changes based on client-- and have it reflect specific details relevant to that client. It would be worth your time to learn how to do this, because then you'd understand what is going on and be able to make it work even more effectively. It's no fun being at the mercy of a macro that somebody else created that you don't understand.