Mail Merge to separate documents (.docx .pdf) with custom file names and folders

  Рет қаралды 63,244

Nicos Paphitis

Жыл бұрын

Learn how to setup word so that you can Mail Merge a Word or PDF document to separate documents with custom file names. In this tutorial we merge both to Word Documents and PDFs.
0:00 Intro on what you will learn. Merge from Word document or PDF to individual documents
03:04 Demonstrating merging a Word Document to separate documents
05:33 Demonstrating merging a Pdf Document to separate documents
08:06 How to set up the process to work for you
08:06 The folders you need and setting up the datasource
14:29 Adding the developer ribbon in Word
15:20 Creating the module with the code to create the Macro
creating the module and copy pasting the code or import the module
18:47 Testing what we have setup
21:59 Executing the process the VB code does manually so as to understand what the code does
25:54 Analyzing the VB code for those that want to learn how the code works and what it does.
Link to tutorial on Mail Merge: kzfaq.info/get/bejne/qseVith9nrysYWw.html
Link to download the .zip file with all the files used in this tutorial and the VB code:
www.dropbox.com/s/kuujjpyjzud00ao/Merge.zip?dl=0
Here is another link to download the zip file from OneDrive as some people are not able to download from DropBox:
thejuniorschool-my.sharepoint.com/:u:/g/personal/nick_theseniorschool_com/ETex9B3wX4tCoAAL633oa2YBCZU9EcOBH2ue0me2lDjoOg?e=wXMTMZ

Пікірлер: 422
@melaniefulton7437
@melaniefulton7437 Ай бұрын
You're officially my new hero! I was trying to merge a document into individual files and all of the other video tutorials caused my images to disappear and the document spacing to get thrown way out of wack. This was absolutely PERFECT for my needs. And THANK YOU for making the code available for us to download.
@paphitisn
@paphitisn Ай бұрын
That is great to hear. I am really glad this tutorial helped. Thanks for your comment. Just to let you know, i also have a tutorial on merging images. Particularly great for certificates.
@davethorpe5947
@davethorpe5947 7 ай бұрын
This is, BY FAR, the best thing I've ever found on KZfaq in the last fifteen years. You are amazing! I had to mail merge over 1200 documents, each with a unique file name based on Student ID. I don't know how I can thank you enough. Mate, seriously! Cheers :)
@paphitisn
@paphitisn 7 ай бұрын
Your comment is thanks enough. I am really glad this helped you, and most importantly that it saved you time. Now use that time saved to spend time with the family or go out for a drink on me :). Thanks for your comment.
@davethorpe5947
@davethorpe5947 7 ай бұрын
@@paphitisn thanks 😁👍
@jesusbarba998
@jesusbarba998 Жыл бұрын
This is an incredible tool. Really appreciate you explaining the code as well to customize it as needed. Saved me hours of work, thanks a lot!
@paphitisn
@paphitisn Жыл бұрын
Thanks for the feedback. Really glad it helped you out
@wander7673
@wander7673 Жыл бұрын
Thank you for this and the explanation of the macro! This is exactly what I was looking for!
@paphitisn
@paphitisn Жыл бұрын
That's great. Glad you found it usefull. Thanks for the feedback
@jeanblaine3182
@jeanblaine3182 Жыл бұрын
BRILLIANT!!! And no blank page at the end of the word document!! Thank you so much!!!!
@paphitisn
@paphitisn Жыл бұрын
I knew you would like this tutorial. Glad it worked out for you.
@rachelmansour6928
@rachelmansour6928 Жыл бұрын
Thank you so much for this! Your instructions were super clear and easy to follow, and it worked brilliantly. Much appreciated!
@paphitisn
@paphitisn Жыл бұрын
That's great. Glad i helped and that it worked out for you.
@spygirl43
@spygirl43 5 ай бұрын
Thank you so much for posting this! I had a file with 50 letters and it merged into one big one. I did not want to spend hours separating. You're awesome for sharing your knowledge.
@paphitisn
@paphitisn 5 ай бұрын
So glad this helped you. Thanks for your comment
@jackduggan1049
@jackduggan1049 5 ай бұрын
I found this after a few other attempts to accomplish this functionality which didn't work, however yours worked immediately and without issue, absolute life saver! Thanks mate.
@paphitisn
@paphitisn 5 ай бұрын
That's reallybgreat to hear. I am glad it worked for you. Thanks for your comment
@btjonaloi
@btjonaloi 5 ай бұрын
Amazing video, but even more amazing instructions, in detail, and with the possibility to skip to the part I need. Keep up this extraordinary work!
@paphitisn
@paphitisn 5 ай бұрын
Really glad you found this usefull. Thanks for your comment.
@humairakhan597
@humairakhan597 Жыл бұрын
This is perfect!! Thank you very much for sharing your knowledge!
@paphitisn
@paphitisn Жыл бұрын
You are welcome. I am glad you found it useful
@deborahaguilar2028
@deborahaguilar2028 4 ай бұрын
Amazing video, thank you for showing every detail!
@paphitisn
@paphitisn 4 ай бұрын
You are more than welcome. Thanks for your comment.
@jacksonjolly1
@jacksonjolly1 Жыл бұрын
My man you are awesome . You have no idea how much time you have saved me .
@paphitisn
@paphitisn Жыл бұрын
I am happy it helped. Thanks for your feedback
@GuadalupeMay
@GuadalupeMay Жыл бұрын
This is amazing... I used mailmerge so many times in the years past, and it never occurred to me to look for a solution to save it in separate files... and for a big project I'm starting, this will save SO MUCH TIME, thanks! Very well explained, on top of everything!
@paphitisn
@paphitisn Жыл бұрын
Really glad you found it useful. Thanks for coming back and leaving your feedback
@JonnieDard
@JonnieDard Жыл бұрын
Fantastic Nicos. This is really helpful. But I’m wondering how I can get this done when there a header with a logo and a footer ?
@paphitisn
@paphitisn Жыл бұрын
@@JonnieDard sorry i missed your comment. Header and footers are not an issue. If you add the header and footer to your master document it will be included in all merged documents.
@eatcellsbiologybites151
@eatcellsbiologybites151 Жыл бұрын
Thank you! I'm new to Mail Merge and I needed to create separate PDFs with the recipient's name in the file name. This video is perfect for someone who has no coding background. Your instruction is excellent! In case this is helpful for others: It took me perhaps two hours to go through the video, take notes, and prepare my own Word doc and Excel sheet to practice. When I cut and pasted the code from the .txt file, the process would not Run. Rather, I received a Syntax error. Again, I don't code, so I didn't know how to fix that. Next I deleted that Module (as he does in the video) and imported the the .bas file. When I selected Run, it worked! Holy cannoli! It worked! I'll be using this often. One million thank yous for creating this excellent video and sharing the files.
@paphitisn
@paphitisn Жыл бұрын
Thankyou for taking the time to leave your feedback. I am happy you found this usefull. I will look into the text ersion of the code to see what may have cause the syntax error. I have another mothid for breaking up a pdf in to separate files which is not as good as this one but works and is great if you have been given a merged pdf document. kzfaq.info/get/bejne/g9mFo91nydXHinU.html
@user-bv9tj8kr6t
@user-bv9tj8kr6t Жыл бұрын
Thank you so much. I had a little difficulty until I realized that I hade to keep the first 4 fields in the spreadsheet as you had them, then add my stuff after. Worked perfectly and loved the screen tutorials
@paphitisn
@paphitisn Жыл бұрын
That's fantastic. I am glad it worked for you. Thanks for coming back to leave your feedback. I am sure it will help others
@JanBolhuis
@JanBolhuis Жыл бұрын
Thank you. That's what I needed.
@cpydiana
@cpydiana 3 ай бұрын
Omg your comments saved my life!!! Thank you both!!
@Pipo_gt
@Pipo_gt Жыл бұрын
I LOVE THIS MAN! Thank you so very much!
@paphitisn
@paphitisn Жыл бұрын
You are most welcome. Thanks for the feedback, it is appreciated.
@user-ug7zd8sp3u
@user-ug7zd8sp3u 4 ай бұрын
Thank you so much for providing this video! This saved me so many hours of creating individual PDF documents.
@paphitisn
@paphitisn 4 ай бұрын
I am glad this helped you. Thanks for your comment.
@Bellacore72
@Bellacore72 4 ай бұрын
You have saved me hours of typing and saving. THANK YOU for this video. Very easy to follow and worked like a charm
@paphitisn
@paphitisn 4 ай бұрын
i am so happy this helped you. it really is a timesaver. Thanks for you comment.
@user-dz2gh6ch5i
@user-dz2gh6ch5i 7 күн бұрын
Amazinglys detailed presentation!!! So kind of you to share your work with us!! thanks is not enough!!!
@paphitisn
@paphitisn 7 күн бұрын
Really glad this helped you. Thanks for your comment.
@roshanalv
@roshanalv Жыл бұрын
Brilliant , love this video. Hats off !!!
@paphitisn
@paphitisn Жыл бұрын
Thanks, glad you liked it. Lersonally i used it today to generate around 100 student certificates. Even merged their photo in the document.
@user-rd1yk7zo8x
@user-rd1yk7zo8x Жыл бұрын
Well done Nicos! This is a very helpful trick and will save my a lot of time!
@paphitisn
@paphitisn Жыл бұрын
Awesome. I am glad you found this tutorial usefull.
@jorgedemi7604
@jorgedemi7604 6 ай бұрын
Much appreciated Nicos, very useful info. Worked on my first try!
@paphitisn
@paphitisn 6 ай бұрын
That is fantastic. Well done. Glad you found it useful. Thanks for the comment.
@RR-oe7op
@RR-oe7op 4 ай бұрын
This is great! work like a charm. Thank you for sharing!
@paphitisn
@paphitisn 4 ай бұрын
Glad it was useful for you. Thanks for the comment
@JanBolhuis
@JanBolhuis Жыл бұрын
Excellent video and explanation. Thank you!!
@paphitisn
@paphitisn Жыл бұрын
I am glad it helped. Thanks for the comment
@lavieenrose9421
@lavieenrose9421 2 ай бұрын
Thank a lot for the detailed explanation and tutorial! Much appreciated! This is really helpful!
@paphitisn
@paphitisn 2 ай бұрын
You are welcome. Thanks for your comment
@tonysimmons5953
@tonysimmons5953 Ай бұрын
THANK YOU for taking the time to put this together. This helped me tackle a project, saving countless hours. Cheers!
@paphitisn
@paphitisn Ай бұрын
Thanks for you comment. I am glad this was useful for you and that it saved you some work hours. Hope you used those hours saved wisely :)
@hunain4071
@hunain4071 3 ай бұрын
Thank you so much for this amazing tutorial.
@paphitisn
@paphitisn 3 ай бұрын
Thank you for your comment. I am glad this helped you.
@sephas79
@sephas79 Жыл бұрын
A life saving video! thank you so much for simplify my life :)
@paphitisn
@paphitisn Жыл бұрын
I am glad it helped. Thanks for the feedback.
@giridhar2324
@giridhar2324 Жыл бұрын
Hats off guru ji........from India Really i experienced my schooling days by your explanation. Its crystal clear.
@paphitisn
@paphitisn Жыл бұрын
Thank you for your kind words. I am glad my tutorials were useful to you.
@Cloutpunisher
@Cloutpunisher 4 ай бұрын
THANK YOU so much. I knew this was possible but most suggestions online regarding splitting mail merges are to download a plug-in which I can’t always do as a contractor !!! You rock.
@paphitisn
@paphitisn 4 ай бұрын
Really glad this has helped you. thanks for your comment.
@5uysal
@5uysal 8 ай бұрын
I have been searching for this automation for ages! Thank you very much for explaining things in such detail that is so easy to understand and implement! Now I need to figure out how to email each file to the email addresses on the same data source! 😅
@paphitisn
@paphitisn 8 ай бұрын
You an use Mail Merge Toolkit addin. It is free and easy to use.
@user-vm5nt5fs4k
@user-vm5nt5fs4k 7 ай бұрын
Good evening you know where i found the free Mail Merge Toolkit addin, because all that i found is not free@@paphitisn
@dalpatmistry5571
@dalpatmistry5571 Жыл бұрын
this is great explanation and very happy to see it
@paphitisn
@paphitisn Жыл бұрын
Thanks for the feedback
@ieuanmale-maltby5869
@ieuanmale-maltby5869 Жыл бұрын
Wow!!! what an amazing help! thank you very much!!!
@paphitisn
@paphitisn Жыл бұрын
I am glad you found this helpful. Thanks for the feedback
@BubbasWorkshop
@BubbasWorkshop 7 ай бұрын
Thank You! AND thanks for commenting your code so it was easy to modify just to export pdf's or word docs.
@paphitisn
@paphitisn 7 ай бұрын
I am glad you found this usefull. You are welcome for the comments 😀 Thanks for your comment.
@user-zq2jb5kl7r
@user-zq2jb5kl7r 8 ай бұрын
Awesome.... just what I was looking for
@paphitisn
@paphitisn 8 ай бұрын
glad to hear it. Thanks for the comment
@mily_vanilli
@mily_vanilli 5 ай бұрын
This is so helpful and is saving me HOURS of work. Thank you for the hard work you put in and the easy-to-follow instructions! If you ever have the time, I would love to see how to add to the macro the ability to add a sensitivity label to each document.
@paphitisn
@paphitisn 5 ай бұрын
From what i know, that requires an A5/E5 license which i do not have. I am glad the this has saved you hours of work. Thanks for your comment.
@christopherwilliams4395
@christopherwilliams4395 3 ай бұрын
Dear Nicos thank you so much for the the code and the tutorial, this has saved me so many hours
@paphitisn
@paphitisn 3 ай бұрын
I am very happy to hear that. Thanks for your comment
@fawnchangTheGentleSHIFTAcademy
@fawnchangTheGentleSHIFTAcademy 2 ай бұрын
Thank YOU! This was amazing and so helpful!
@paphitisn
@paphitisn 2 ай бұрын
Thanks for your comment. I am glad this helped
@carriemiller2393
@carriemiller2393 2 ай бұрын
I can't thank you enough for this video. I'm glad I watched until the end because I only need .docx files and you made it very easy to understand how to edit the code. I have 3623 files to save, so THANK YOU THANK YOU THANK YOU!
@BKCreationz_SL
@BKCreationz_SL 4 ай бұрын
I was searching for this process for a long time. When preparing service documents for equipment in the same models, even though mail merged and split into individual documents, I had to rename the PDF files one by one according to their serial numbers, which took a long time to open and check individually (had to repeat every month for different equipment lists). Thanks to your video, I could save my time from hours of hard work into minutes of clicking. Thank you soo much for making the life easier by bringing up this valuable video. Highly appriciate your effort and will not miss to share this with my friends as well. Thanks again.
@paphitisn
@paphitisn 4 ай бұрын
Really glad this tutorial has helped save you work hours. Thanks for your comment and for sharing it with others.
@BKCreationz_SL
@BKCreationz_SL 4 ай бұрын
@@paphitisn ❤️😇
@YaroslavVelikiy_
@YaroslavVelikiy_ 4 ай бұрын
Thanks For your help - I already was ready to start doing it by myself!
@paphitisn
@paphitisn 4 ай бұрын
I am glad it helped
@kevintafili5221
@kevintafili5221 7 ай бұрын
This is amazing! Thanks for sharing.
@paphitisn
@paphitisn 7 ай бұрын
Thanks for your comment. I am glad this was useful for you.
@shivagunti
@shivagunti 11 күн бұрын
Wow! Astounding. Thanks a ton for making this video for me in advance.
@paphitisn
@paphitisn 11 күн бұрын
I am glad you found this useful. Thanks for your comment.
@ATLuckykat
@ATLuckykat 26 күн бұрын
Thank you so much for this tutorial & the macro file. You saved me so much time & headache - and I learned a lot!
@paphitisn
@paphitisn 26 күн бұрын
I am glad this was useful for you. Most of all i am glad you learnt a lot :) Thanks for your comment.
@ravenswoodnyc
@ravenswoodnyc 3 ай бұрын
my dude, this is awesome. thanks!
@paphitisn
@paphitisn 3 ай бұрын
Glad you found it useful. Thanks for your comment
@MrToby2012
@MrToby2012 3 ай бұрын
Thank you very much for the excellent presentation, informative explanations, and valuable module. Your efforts are greatly appreciated!🙏
@paphitisn
@paphitisn 3 ай бұрын
you are welcome. Thanks for your comment
@eileenejoyapsong1516
@eileenejoyapsong1516 Жыл бұрын
This is totally awesome I have been searching for the right video for this, and Yours is the BEST so far. It really helps me a lot in my reports as every month I have to generate a 5000 training certificate and have to rename them .... what a mess.
@paphitisn
@paphitisn Жыл бұрын
That is awesome. I am glad it helped. Thanks for the feedback
@sehzad4761
@sehzad4761 2 ай бұрын
Thank you so much!!!! This helped me a lot!!!
@AndrewTotsky
@AndrewTotsky 9 күн бұрын
Works perfectly. Thank you!
@paphitisn
@paphitisn 9 күн бұрын
That is great to hear. thanks for your comment.
@TalesZuliani
@TalesZuliani 3 ай бұрын
THANK YOU A THOUSAND TIMES I had a 500 pages file to split into each page for each employee and our IT block sites like "I Love PDF" your macro worked like a charm I just renamed my sheet database to "MergeData" and added the three columns
@paphitisn
@paphitisn 3 ай бұрын
That is really fantastic to hear. I am glad this has saved you time and effort. Thank you for your comment.
@Misky1993
@Misky1993 3 ай бұрын
This is very helpful. Thank you so much! :)
@paphitisn
@paphitisn 2 ай бұрын
I am glad. Thanks for your comment
@pasakornsudsataya705
@pasakornsudsataya705 Жыл бұрын
Thank you so much, you saved my time.
@paphitisn
@paphitisn Жыл бұрын
I am glad it helped.
@-sara-mohammed9968
@-sara-mohammed9968 8 ай бұрын
Sir you just saved my life!! I have 700 students to personalize a pdf file for and this just was perfect !!!!
@paphitisn
@paphitisn 8 ай бұрын
Awesome, i am so glad you found this and saved yourself a heap of time. Thanks for the comment.
@scottdobbins5841
@scottdobbins5841 9 ай бұрын
Can't thank you enough for this video.
@paphitisn
@paphitisn 9 ай бұрын
You just did :) Thank you for your comment.
@JSN-km6hj
@JSN-km6hj Жыл бұрын
Thanks it was very helpful… you explained it so well
@paphitisn
@paphitisn Жыл бұрын
Thanks for your feedback
@danimccarty-eigenmann5286
@danimccarty-eigenmann5286 Ай бұрын
WOW!!! You are my new hero. Thank you SO much for creating and posting this video. I don't actually care HOW it works, just that it DOES work!!!!! :)
@paphitisn
@paphitisn Ай бұрын
Haha, i am glad you found this usefull. Thanks for your comment.
@justinekenny3472
@justinekenny3472 11 ай бұрын
This is amazing thank you!!
@paphitisn
@paphitisn 11 ай бұрын
You are welcome. Thanks for your comment
@KelliHarrington
@KelliHarrington Жыл бұрын
Awesome video! I have to send 800 letters so this was PERFECT! Great instruction and worked wonderfully! Thank you!
@paphitisn
@paphitisn Жыл бұрын
That is awesome. Were you able to merge all 800 in one go? If yes then you must have quite a bit of RAM capacity. Thnks for the feedback.
@KelliHarrington
@KelliHarrington Жыл бұрын
@@paphitisn No, I did it in batches but still HUGE time savings. Much appreciated!
@paphitisn
@paphitisn Жыл бұрын
@@KelliHarrington that makes sense. Actually a good idea to work in batches even if you could merge all in one go. It is a fail safe if something goes wrong. God job
@cwilks78
@cwilks78 8 күн бұрын
So helpful, this video has saved me hours!
@paphitisn
@paphitisn 8 күн бұрын
I am glad. thanks for your comment
@user-so2mh1nf8t
@user-so2mh1nf8t 4 ай бұрын
Thank you for the Information
@kapibara2440
@kapibara2440 Жыл бұрын
Fantastic video 😃 thank you sir!
@paphitisn
@paphitisn Жыл бұрын
You are welcome.
@lynntan15
@lynntan15 4 ай бұрын
Thank you very much for your sharing. It is very very useful, save so much time.
@paphitisn
@paphitisn 4 ай бұрын
I am glad it helped. Thanks for your comment
@kitmodel124
@kitmodel124 8 ай бұрын
Great video. Thank you.
@paphitisn
@paphitisn 8 ай бұрын
Thanks for the comment
@user-ss2ux7pp6e
@user-ss2ux7pp6e 7 ай бұрын
This is unbelievable Nicos is a star
@paphitisn
@paphitisn 7 ай бұрын
Thanks for your comment. I am happy you found this useful. This is definately a process which is becoming a more popular task for schools and small businesses.
@naderomar7496
@naderomar7496 2 ай бұрын
Thanks a lot, man!
@edme1055
@edme1055 Ай бұрын
very much appreciated! Excellent work and super complete! Love it and it helped me out so much. Thank you very much. Greetings from Belgium.
@paphitisn
@paphitisn Ай бұрын
That is great to hear. I am glad it helped you thanks for your comment.
@Martin-zz8ii
@Martin-zz8ii Ай бұрын
Thank you so much Sir for this excellent presentation, it has really benefited me a lot.
@rexmondtv
@rexmondtv 11 ай бұрын
Thank you very much!
@paphitisn
@paphitisn 11 ай бұрын
You are welcome. Glad it helped
@rosariomarquez7452
@rosariomarquez7452 Жыл бұрын
I.was a le to use it and run it. This is very helpful. Thank you so much! 😊
@paphitisn
@paphitisn Жыл бұрын
Awesome. Thanks for the feedback.
@thrilled2bemom
@thrilled2bemom Жыл бұрын
Thank you!
@user-zn5wg7ie6q
@user-zn5wg7ie6q 2 ай бұрын
Brilliant!!
@paphitisn
@paphitisn 2 ай бұрын
Glad you found this useful. Thanks for your comment
@maheshmistry5382
@maheshmistry5382 Жыл бұрын
many many thanks sir this information is very very useful for me. thanks
@paphitisn
@paphitisn Жыл бұрын
You are very welcome. I am glad you found it useful
@grnhrb_farms
@grnhrb_farms Жыл бұрын
Thank you!!
@goncaloalexandre6461
@goncaloalexandre6461 8 ай бұрын
I love you man
@paphitisn
@paphitisn 8 ай бұрын
I take it you found this useful 😀. Thanks for your comment
@loiiblank4699
@loiiblank4699 11 ай бұрын
Thx from Germany. Big ups. This code goes so hard. I am trying to make it more general so that basically anyone can use it without having to make folders and maybe a gui so you can type in how files can have individual names :) Anyways big help. I am super happy about this.
@paphitisn
@paphitisn 11 ай бұрын
Thank you your feedback. Your project sounds great. Please let me know how you get on and please share your work with us if you get it working. It sounds awesome. I would be happy to make a tutorial on it (and of course reference you ) if you get it working. It will help a lot of people.
@loiiblank4699
@loiiblank4699 11 ай бұрын
@@paphitisn Right now I just got it to save more data fields. I am having an issue with spaces and parenthesis. ... DataFields("Nam new").Value... If I replace the space with underscore it works but I also have ... DataFields("Nam (new)").Value... Even if I replace the underscore it still throws a runtime error. Also amazing documentation. I am used to look at completly wild and uncomented code so this is a blessing. I am not new to VBA but it is has been a while since I used it :)
@loiiblank4699
@loiiblank4699 11 ай бұрын
Oh, figured it out. It just escapes it automatically. I just removed the parenthesis and it worked. lol :)
@paphitisn
@paphitisn 11 ай бұрын
@@loiiblank4699 Great :)
@user-ie2mo3vl5g
@user-ie2mo3vl5g 7 ай бұрын
Great!!!
@user-nk8kt5xt5x
@user-nk8kt5xt5x 11 ай бұрын
God Bless You !!
@charalamposcharalampakis9278
@charalamposcharalampakis9278 11 ай бұрын
Teacher with Capital T! Excellent lesson
@paphitisn
@paphitisn 11 ай бұрын
Thank you. I am glad you found this usefull. From the name intake it you are feom Greece, Crete?
@mjprotecsure
@mjprotecsure Жыл бұрын
Supperbbbbbb.. Thanks 😅
@redhahamad6125
@redhahamad6125 7 ай бұрын
Thank you so much for this tutorial! How can we applies a secured pdf woth password based on MS Excel column from data source?
@user-ld2tr4yx8p
@user-ld2tr4yx8p 10 ай бұрын
Hello, Nicos - Your videos have been super helpful with enhancing our MailMerge skills within our department. I actually landed here after watching your other video on MailMerge, in hopes that the coding would preserve our formatting/branding of the documents, which went well mostly! One thing that doesn't seem to keep is our links within the document (such as bookmarks or linked headers). Any guidance?
@paphitisn
@paphitisn 10 ай бұрын
Hi, i am glad the videos have helped you. As for your issue, i am not sure why it is doing that. I have not had issues with links. Are the links in the master dochument recognised as links (usually blue text color)? Have you tried a traditional mege to single file and it works ok? It is a bit hard to fault find in the blind but the above questions would be the first things i would look in to.
@khalidnazim
@khalidnazim 7 ай бұрын
Excellent work Nicos. This process created an incredible productivity improvement for me at work. Thank you so much. Is it possible to do this through excel only?
@paphitisn
@paphitisn 7 ай бұрын
I am glad this helped you. Thanks for your comment. Excel provides only the data source, it does not do mail merge. You can take Excel out of the process and use a different data source like a database or csv file but not merge through Excel.
@mikelescai9078
@mikelescai9078 Жыл бұрын
Great Stuff, especially the VB code. My imported code stopped - and I worked out I had duplicate entries in the FileName field. In my large file, I ran the conditional format duplicate feature in the MS Excel and found the problems. Thanks for the work and clues.
@paphitisn
@paphitisn Жыл бұрын
Awesome. Nice work with the use of conditional format to find the duplicates.
@jessicamorris7025
@jessicamorris7025 Жыл бұрын
So easy to follow. Would you be able to do a video or let me know how the documents could be saved in their own personal folder? So using your example have the merged paper saved in the students individual file you’ve created
@paphitisn
@paphitisn Жыл бұрын
Never thought there would be a need to generate folders for each file but yes it can be done and i will probably make a video soon. However if you want to have a crack a it here is how i would do it. In a separate column in the Excel file use text manipulation to ad the letters md followed by a space and then the unique file name, so it would look something like this without the quotes "md Nick_Paphitis" Duplicate this for all the entries. Copy this data and paste in a notepad. Rename the extension from .txt to .bat. Place the .bat file in the folder where you will export and double click on it. This will now generate all the folders. Now go back to the Excel file. You can delete the column you made. For the columns WordDocs and PdfDocs delete the location paths and create the path with the unique folder paths. Now each entry has a unique path instead of the same one and those folders already exist as you already generated them. hope that make sense.
@bboxall7452
@bboxall7452 6 ай бұрын
Nicos this is really useful, thanks very much. I am using this along with someone elses VBA code which then sends emails with the custom PDFs created by yours. I am wondering if yours would also be able to send the custom PDFs to custom addresses (stored in an extra column in your spreadsheet)? To have both processes in one vba would be amazing. I am not enough of a coder to splice the two bits of code together. Thanks!
@paphitisn
@paphitisn 6 ай бұрын
Definately possible. I however use a Word addin for sending the personalised pdf docs as attachments. It allows me to send personalised emails, cc bcc and a few other options also. To recreate this from the start would be alot of hassle. If you want, send me the vba code you are using and i will check to see if it can e merged with the mail merge code.
@stanislav6723
@stanislav6723 4 ай бұрын
Good job! Really helpfull! I modified it a little bit though. The only thing that I changed that I added is a window that asks me to enter starting and ending record numbers cause I use list that I update every day and I don't want it to start from the first line every time
@paphitisn
@paphitisn 4 ай бұрын
Good job. Interesting add. I normally have a column with and incrementing number and use this column to filter the recipient list (from word mailings edit recipient list). It adds a bit more flexibility than a starting point. You could have a date field and filter on date after. Thanks for you comment.
@dalethompson3279
@dalethompson3279 Жыл бұрын
Thankyou so much for this, do you have a video that explains how I can now send the PDFs to the respective candidates/recipients? i feel like this should be easy but I cant get my head around it.
@paphitisn
@paphitisn Жыл бұрын
there is no native method from Word. However you can purchase the Mail Merge Toolkit which is a word add-in and will allow you to send personalized attachments via mail merge, which is what you want to do.
@actuarieskenya
@actuarieskenya 6 ай бұрын
Amazing guideline. Is there a way when the documents are saved on the pdf folder they save in the exact same order as the excel names?
@paphitisn
@paphitisn 6 ай бұрын
If you put an index infront of the name so that when sorted they are in the right order then yes. Instead of the name Nick use A1_Nick then the next name A2_ and so on. This way if you sort the files by file name they will be in the same order.
@silentstrategygaming1835
@silentstrategygaming1835 11 ай бұрын
Great video Nicos. Is it possible for a macro like this to also choose multiple templates instead of just one masterdoc? Thank you for your help.
@paphitisn
@paphitisn 11 ай бұрын
Glad you found this usefull. Nkt sure what you are asking but the macro is run from the active document and the data source is linked to the master document so not sure how it would work to run on different templates/master documents.
@nakedtruth7
@nakedtruth7 Жыл бұрын
During mail merge names and information are selected from the insert option. All looks good in preview stage with each letter addressed to different people, its after running the macro the files are saved with different file names as per the names on the excel source file however all letters are addressed to the first person who is on the excel list first row.
@paphitisn
@paphitisn Жыл бұрын
that is a weird one. Did you use the txt file to create the macro or the .bas? I would suggest you use the .bas file. The macro is good and should work. I am thinking may be check the column names of your spread sheet and make sure the file names are the same in the macro. A test i would try is to run a mail merge without using the macro but add every field in the excel file as a merged field in the document to see if all the correct data is being pulled through correctly. If you resolve the issue please let us know what the issue was.
@seetharambabuvella486
@seetharambabuvella486 11 ай бұрын
Excellent presentation. My question is not exactly fit into the current video, I am experiencing header record delimiter dialogue box pop up while opening .docx and loading data source. I never had this problem in .DOC files, can someone advice how to avoid those dialogue box pop ups?
@user-qi9vq4th1p
@user-qi9vq4th1p 5 ай бұрын
Is the a Word setting i need to change before i put and run the macro? Because once i "Run" the macro, it still pops up the "Save as" dialog box and i will have to save it manually.
@paphitisn
@paphitisn 5 ай бұрын
No, the only thing you need is to enable the Developer ribbon so you can access Macros. Which you have done as you can see the Macros section in the developer ribbon. Have you imparted the .BAS file. If not do that instead of creating a new macro and pasting the code.
@wisefoolelliot
@wisefoolelliot 7 күн бұрын
Your tutorial is excellent! I need your advice and guidance: If the Excel source file includes an additional heading titled "Sports Interest" (e.g., Chess, Tennis, etc.), is it possible tp modify the code so that it saves a Word document/PDF containing all the pages of records for members with the same sports interest? Thank you.
@paphitisn
@paphitisn 6 күн бұрын
Yes. If you have the fields in the spreadsheet then form the Mail merge in word you can filter the records and export only the records you want. Have a look at this and it will explain the process: kzfaq.info/get/bejne/qseVith9nrysYWw.htmlsi=_Qo0lHwj9xJ5e1c5
@sandraniffenegger8917
@sandraniffenegger8917 6 ай бұрын
THANK YOU SO MUCH!! This VB File helps me a lot! I have created donation receipts for an NGO, now I have to send them individually by e-mail to 400 addresses. Do you have a recommendation for an Outlook or Gmail add-in? I'm thinking about buying the Merge Toolkit from Mapi lab. Or could this even be done with VB and macros?
@paphitisn
@paphitisn 6 ай бұрын
Inam glad this helped you. Thanks for your comment. It can be done with VB code but i personally use the Merge Toolkit as it offers alot of other features you will end up using.
@JenniferVibert
@JenniferVibert 4 ай бұрын
Thank you so much for this Nicos! I am having issues using the code in my Macbook. Can someone advise please?
@paphitisn
@paphitisn 4 ай бұрын
i dont have a mac so i can not help you. Lets hope someone here has succeeded using this with a mac. I would think that if you modify the paths to reflect the path of the folder location on a mac it should work. You will need to modify the save paths in the spread sheet also. Again i am not a mac user so i am just assuming that it should work.
@eileenejoyapsong1516
@eileenejoyapsong1516 Жыл бұрын
Do you know a toggle field code for a combination of letters and numbers? As our employee's number has a letter combination then once merged only the number was showing 🙄
@jackytsz
@jackytsz 5 ай бұрын
Thank you very much! This is very useful, and I am able to add new field named OUTPUT and only export docx when I put “Y” under the field. However the generation is a bit slow and I am wondering is there any trick to improve the speed? I am export around 300 documents, around 8 pages long.
@paphitisn
@paphitisn 5 ай бұрын
Well done for modifying it to improve work efficiency. As for the speed, it depends on your device, amount of RAM and the length of the document as the documents are kept open until the process finishes. You may find it gets slower as it progresses if you have a lot of documents. I would suggest add another field so that you can add a number like 1, 2, 3 etc. add the number 1 for the first 50 records, 2 for the next 50 and so on. This will allow you to filter on this field and only merge 50 documents at a time. This should improve the speed as you will only be merging 50 records at a time ana you will avoid the long delays when you are on the 100th or 20th record. Let me know if this works for you and improves the speed for you.
@michaelpopoola7470
@michaelpopoola7470 Жыл бұрын
Hie thanks for your Video, I got this errors: MasterDoc.MailMerge.DataSource.ActiveRecord = wdLastRecord ' From the edit recipients list in MailMerge, go to the last record. This is to find where the end of the records are any help, please?
@rafackker
@rafackker Жыл бұрын
How could I tweak the macro so it only generates the documents i have checked in the Mail Merge Recipients. I.e. lets say i have those same 12 lines but i only check record number 1 and 3 (so those are the ones id like to generate). I'd like to update certain records only.
@paphitisn
@paphitisn Жыл бұрын
Chances are you are filtering the data instead of Edit Recipients. Go to Mailings ribbon in word, click Edit Recipients and then apply your filter or simply select the records you want to merge. When you run the macro inly those records will e merged. Here is a link to a tutorial on Mail Merge that explains everything you need to know on mail merge. kzfaq.info/get/bejne/qseVith9nrysYWw.html
@coltongrob1574
@coltongrob1574 Жыл бұрын
Thank you Nicos! I am getting the Run-time error '5941' The requested member of the collection does not exist. Any insight as to what went wrong?
@paphitisn
@paphitisn Жыл бұрын
that is a run time error which could be associated with an error in the Macro code. Did you use the .bas file to import the macro. It could also be an error in the code in the section of saving the doc or pdf if you made changes to file or folder names