Hello office community and thank you for letting me in.Without further introduction,here's my problem. A small recruitment company (5 ladies) has asked me for help in automatising their workflow, which currently is a slow and painful process.Basically what they have now is an excel "database" which contains personal data for the people that are to be employed.For these people,due to the beureucracy there is a tremendous amount of paperwork to be done before being actually employed (they have to have numerous documents completed by the company,documents which have to be stamped/authorised by both the Romanian and German authorities (the firm looks for people for agriculture work in Germany,recruiting them from romania). What I want to to, is to turn those documents into templates with fillable forms and make word populate them ,for example populate the name field with data from the name column in excel, the marital status field from the marital status column and so on. The question is ,is this possible? If so,how? Before commenting, I looked for solutions myself, and I found mail merge to be something, from your experience,is this the way to go or should I use another solution?Thank you.
Import data from excel
- Thread starter Adrian007
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Microsoft MVP
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Your problem outline suggests mailmerge would probably be the most appropriate tool to use. A mailmerge can be used to process a single record, or thousands of records. A macro-driven mailmerge can even save the output as a separate file for each record. For the mailmerge basics, see:
https://support.microsoft.com/en-us/kb/294683
https://support.office.com/en-us/ar...nvelopes-f488ed5b-b849-4c11-9cff-932c49474705?
https://support.office.com/en-us/ar...eadsheet-858C7D7F-5CC0-4BA1-9A7B-0A948FA3D7D3
Once you've created the mailmerge main document, it's a simple matter to save it so it's available for generating subsequent letters.
See also: http://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html
That page has many useful mailmerge tips on how to format the mergefield outputs, plus macros for generating individual output files and/or splitting a single output file.
https://support.microsoft.com/en-us/kb/294683
https://support.office.com/en-us/ar...nvelopes-f488ed5b-b849-4c11-9cff-932c49474705?
https://support.office.com/en-us/ar...eadsheet-858C7D7F-5CC0-4BA1-9A7B-0A948FA3D7D3
Once you've created the mailmerge main document, it's a simple matter to save it so it's available for generating subsequent letters.
See also: http://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html
That page has many useful mailmerge tips on how to format the mergefield outputs, plus macros for generating individual output files and/or splitting a single output file.