MS Word and Excel Mail Merge Certificates (advanced)
I need to run a mail merge (using Word and Excel) for certificates where per Course each student has a unique number of competencies they have achieved, example code attached. I cant manipulate or add data to the excel content with additional columns. I need one certificate per student each with their related competency achievement(s). Has anyone else found a solution without having to use an add in? Ive seen a template where the creator used the "next if" rule and the "if" condition is if the student ID is equal to, but i cant recreate it.
mail merge select recipients got broken
This feature worked before with an office enterprise 2007, but it started behaving oddly some days ago. Option 1. type a new list throws error: Class not registered Option 2. use an existing list creates wrong file path by cutting the file name and appending file extension to the last folder. E.g.: the file to be used as data source in mail merge is C:\Users\me\folder1\folder2\data.xlsx, but the mail merge dialog box shows: C:\Users\me\folder1\folder2.xlsx In step by step mailmerge wizard, there is not option to select excel data source at step 3/6. I can select "Special" and then narrow down to Excel files, but no table data is shown after selecting any .xls(x) file. Most probably this freature has been broken since an office pro plus 2019 installation attempt (but i m not sure 100%). Is there a common office registry setting that blocks this feature and makes such weird behavior? Excel source file is healthy, it works perfectly on other PCs with mail merge.
Word Mail Merge->PDF->Auto Name
I am trying to think of a way to automate a process. Part of this is in word and part with Adobe. Basically, here is the scenario. Every year all the staff in the company (about 350-400 employees) get evaluated and then their compensation is recalculated and an employment contract sent to them for the next year. The contract is in PDF form which they digitally sign and return to the company. Right now the process is like this: A spreadsheet is created with all the employee specific information. The spreadsheet data is merged with the standard employment agreement based on their title. The merge creates a different document for each employee which must then be saved (named with the employee name), converted to a PDF, and then a digital signature is requested via Adobe. I would like to automate this whole procedure. I would like to mail merge, save each document as a Word Doc and then a PDF under the employee's name. Once I have all of that, I would like to get PDF to send out all the documents via email (which will be in the spreadsheet too). I am a programmer so code does not scare me in the least. I am just not sure of the approach to take. Any thoughts? Thanks in advance.
Mail Merge Form issue – lose Word document references
I am trying to use mail merge to input various data points into a Word document. The Word document uses a styles outline with various inserted references to other sections throughout the documents. When I preform the merge, it inputs the data from the Excel source spreadsheet, keeps the styles outline, BUT it converts all the internal references to the style sections. I need these references links to stay active links. Microsoft Support recommended I post this issue to here. Thank you for any help! Brent
Mail Merge Tools
An MS VIP built a mail merge tool for me that goes beyond Word's standard functionality. Notably, it can send attachments, has CC and BCC addresses, and has a "many to one" feature (using, presumably, a combination of macros and Word's "bookmark" feature). It was uploaded through my Word startup file. How can I learn to reproduce this tool? This VIP has offered lifetime support, but I would much rather learn how to build this tool on my own. Can someone please recommend either a resource to access for training or a person who would be willing to engage in one-on-one training? Thanks for your help!
