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I have an excel sheet that tracks payments from constituents. I have columns for the person, the amount they owe us and when payment is due. I also have a word document that is a letter to send to constituents reminding them of when their next payment is due. I am wondering if there is a way I can generate a letter from excel, or a way to have the data from my excel sheet populate into my word document rather than having to manually copy and paste all the information from excel to word. I have to do this monthly for over 50 constituents so hoping to find a solution that will use less time.
A family of Microsoft word processing software products for creating web, email, and print documents.
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Probably a mail merge will work for your monthly form letters. Here is Microsoft's introduction to the Mail Merge feature in Word: Use mail merge for bulk email, letters, labels, and envelopes