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Creating multi-page auto-filled word documents from template

Anonymous
2017-07-20T18:31:12+00:00

Hello experts,

I have a similar question to this one:

https://answers.microsoft.com/en-us/office/forum/office\_2010-excel/how-to-create-multiple-auto-filled-word-documents/527485c6-41bf-46d3-a354-8a774ea3766e

We are trying to print certificates for our trainees once they complete a training seminar. I would like to just have a list of names as an Excel spreadsheet, then run a macro and have it use the template (which is a single page) on multiple pages, each page corresponds to a different name. How would I modify the macro in the other thread to support this? I am reasonably proficient with Excel macros, but I have never used them to create or modify a Word document, nor do I have the slightest idea how I would go about doing that.

Microsoft 365 and Office | Word | For home | Windows

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  1. Doug Robbins - MVP - Office Apps and Services 323.1K Reputation points MVP Volunteer Moderator
    2017-07-21T00:23:14+00:00

    You don't really need to use a macro and using Mail Merge with a Letters type mailmerge main document will produce what you want.  

    If you want the merged output to be in the form of individual files in either Word or PDF format, or have the certificates sent to the recipients by email, you can use the facilities on my Merge Tools Add-in to achieve that.

    You can download the MERGE TOOLS ADD-IN.zip file from the following page of my One Drive:

    http://bit.ly/1hduSCB

    Then extract the files from the archive and read 

    “READ ME – Setting up and using the Merge Tools Add-in.docx

    to see how to install and use the various tools. 

    Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge “out-of-the-box”:

    • Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message.
    • Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source
    • Many to One type merges, which can be used for creating documents such as invoices where there are multiple records in the data source that have common data in one of the fields
    • Merging to a document that will include a chart that is unique to each record in the data source
    • Merging a document with Content Controls
    • Merging a document that contains Legacy FormFields
    • Duplex Merges
    • Merging to a printer that will collate and staple the output created from each record in the data source.

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  2. Anonymous
    2017-07-24T13:14:40+00:00

    The add-in most definitely works with 32-bit versions of Office.

    Did you extract the MergeTools - 20150422.dotm file from the Archive?

    Did you save it in the correct folder? Did you re-start Word after saving it?

    If you go to the Developer tab in Word and click on Add-Ins in the Add-Ins section of the ribbon is the "MergeTools- 20150422.dotm" item in the list with a check mark in the box along side of it?   If it is not in the list, then, it is not saved in the correct folder.

    Yes, I did that. I also tried enabling all macros. I still get an error saying that it cannot load due to macro security. I closed Word and opened it again multiple times. Thank you for your help. This is not a workable solution for me, and I do not have time to force it to work. I will figure out the macros on my own. I appreciate the assistance.

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  3. Doug Robbins - MVP - Office Apps and Services 323.1K Reputation points MVP Volunteer Moderator
    2017-07-22T01:59:02+00:00

    The add-in most definitely works with 32-bit versions of Office.

    Did you extract the MergeTools - 20150422.dotm file from the Archive?

    Did you save it in the correct folder? Did you re-start Word after saving it?

    If you go to the Developer tab in Word and click on Add-Ins in the Add-Ins section of the ribbon is the "MergeTools- 20150422.dotm" item in the list with a check mark in the box along side of it?   If it is not in the list, then, it is not saved in the correct folder.

    Was this answer helpful?

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  4. Anonymous
    2017-07-21T15:30:19+00:00

    You don't really need to use a macro and using Mail Merge with a Letters type mailmerge main document will produce what you want.  

    If you want the merged output to be in the form of individual files in either Word or PDF format, or have the certificates sent to the recipients by email, you can use the facilities on my Merge Tools Add-in to achieve that.

    You can download the MERGE TOOLS ADD-IN.zip file from the following page of my One Drive:

    http://bit.ly/1hduSCB

    Then extract the files from the archive and read 

    “READ ME – Setting up and using the Merge Tools Add-in.docx

    to see how to install and use the various tools. 

    Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge “out-of-the-box”:

    • Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message.
    • Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source
    • Many to One type merges, which can be used for creating documents such as invoices where there are multiple records in the data source that have common data in one of the fields
    • Merging to a document that will include a chart that is unique to each record in the data source
    • Merging a document with Content Controls
    • Merging a document that contains Legacy FormFields
    • Duplex Merges
    • Merging to a printer that will collate and staple the output created from each record in the data source.

    I am using a 32-bit version of Office, so as much as I would like to learn how to use Mail Merge, your add-in is not loading.

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