Hi, I'm looking to use mail merge for the following but am struggling to find an efficient way (I'm new to mail merge):
I have a suite of documents (say doc A to doc Z) that I need to populate a selection of with slightly different information for each project I am managing.
I have a data source spreadsheet pick list with the information on it in columns 1 to 10. The data source spreadsheet will have the unique project reference in the first column, then the project particulars in the next columns (eg name of supervisor, customer etc).
so, a project comes in and I might need to pick document c,s,u,x & z. each will look up the project particulars from my data source spreadsheet, and return the info into pre-determined data fields in the documents. When this is done I then convert to PDF and they become the Project File.
Whats the right way to do this? Is there a way without individually editing the fields in each of the required documents to look at the new data source?
Thanks for reading, hope I have explained well enough, and you can help
I have a suite of documents (say doc A to doc Z) that I need to populate a selection of with slightly different information for each project I am managing.
I have a data source spreadsheet pick list with the information on it in columns 1 to 10. The data source spreadsheet will have the unique project reference in the first column, then the project particulars in the next columns (eg name of supervisor, customer etc).
so, a project comes in and I might need to pick document c,s,u,x & z. each will look up the project particulars from my data source spreadsheet, and return the info into pre-determined data fields in the documents. When this is done I then convert to PDF and they become the Project File.
Whats the right way to do this? Is there a way without individually editing the fields in each of the required documents to look at the new data source?
Thanks for reading, hope I have explained well enough, and you can help
