Consulting

Results 1 to 4 of 4

Thread: Save mail merge letters using unique filename from source, 400+ letters, save as PDF

  1. #1
    VBAX Newbie
    Joined
    Jun 2019
    Posts
    2
    Location

    Save mail merge letters using unique filename from source, 400+ letters, save as PDF

    I have a normal mail merge set up (Word 2016 with datasource in Excel 2016) with 400+ records. I would like the resultingoutputted letters to be saved individually with partof the filename coming from the data source in PDF format. Currently, I’m renaming them individually once merged and doing File | Save As | PDF for each one –there has to be a better way!
    The Excel data source has column headings: FirstName; Surname; FullName;Region; IncentiveAmount; FileName. The FileName column is the concatenationof the Region, FirstName and Surname (copy/paste special values to remove theformula). So each column is juststraight text in each column (no formulas).


    I'd like the letters to merge into individual files withthe resulting filename being "Incentive letter - Filename" referringto the FileName column in the data source so it shows the person's region and name in the filename, saved in PDF format (I have Acrobat Standard, so no batch processing unfortunately). How can I do this using VBA with aone click function to run the macro over and over so it results in 400+individual letters with unique filenames and as PDF please? I'm aware of gmayor's work but I'm not after all the dialogue boxes.

    If saving as PDF as well is too ambitious,I’d be eternally grateful for just getting the individualfilenames in Word.

    Thanks so much!


  2. #2
    Knowledge Base Approver VBAX Guru macropod's Avatar
    Joined
    Jul 2008
    Posts
    3,898
    Location
    See Send Mailmerge Output to Individual Files in the Mailmerge Tips and Tricks thread at: http://www.msofficeforums.com/mail-m...ps-tricks.html
    Cheers
    Paul Edstein
    [Fmr MS MVP - Word]

  3. #3
    VBAX Newbie
    Joined
    Jun 2019
    Posts
    2
    Location
    This was FANTASTIC! Thank you!!! I've been able to edit it and get it working and shave a day off a process! Brilliant! Thanks again

  4. #4
    Quote Originally Posted by Eleven11 View Post
    I'm aware of gmayor's work but I'm not after all the dialogue boxes.
    I feel slighted
    Note that my add-ins were created for people without VBA knowledge and the dialog boxes are to allow for a host of varying requirements. More to the point https://www.gmayor.com/MergeAndSplit.htm retains your preferences when re-merging the same document.
    Graham Mayor - MS MVP (Word) 2002-2019
    Visit my web site for more programming tips and ready made processes
    http://www.gmayor.com

Tags for this Thread

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •