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admin_dude admin_dude is offline
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Default Mail merge: alternative Save As methods

Hi there,

A have a rather question regarding mail merge and the subsequent saving of
the mail merged document.

I have a number of complex documents with complex fomatting that are best
handled by the mail merge function, with the source data on an Excel
spreadheet. Although the documents look great and consistent, I only seem to
be save all the documents in the one file (lets call it merged-papers.doc).

Ideally, I would like to be able to save the documents individually, but
retain the data and the formatting.

The way I'm handling this at the moment is to open the merged-papers.doc,
strip out the irrelevant bits and then save the paper as marketing.doc, then
open the merged-papers.doc again, strip out the relevant bits and then save
as project_management.doc and then open merged-papers.doc again and...

You get the picture.

Is there a more efficient way of doing this? It would make my workflow a
whole heap easier if I could find a way of automating the combined contents
of the merged-papers.doc and somehow save them as individual papers, with
perhaps the file name being extracted from the title of each document.

Anyone have any ideas? Happy to consider alternatives.
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Graham Mayor Graham Mayor is offline
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Default Mail merge: alternative Save As methods

See http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



admin_dude wrote:
Hi there,

A have a rather question regarding mail merge and the subsequent
saving of the mail merged document.

I have a number of complex documents with complex fomatting that are
best handled by the mail merge function, with the source data on an
Excel spreadheet. Although the documents look great and consistent, I
only seem to be save all the documents in the one file (lets call it
merged-papers.doc).

Ideally, I would like to be able to save the documents individually,
but retain the data and the formatting.

The way I'm handling this at the moment is to open the
merged-papers.doc, strip out the irrelevant bits and then save the
paper as marketing.doc, then open the merged-papers.doc again, strip
out the relevant bits and then save as project_management.doc and
then open merged-papers.doc again and...

You get the picture.

Is there a more efficient way of doing this? It would make my
workflow a whole heap easier if I could find a way of automating the
combined contents of the merged-papers.doc and somehow save them as
individual papers, with perhaps the file name being extracted from
the title of each document.

Anyone have any ideas? Happy to consider alternatives.



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admin_dude[_2_] admin_dude[_2_] is offline
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Posts: 1
Default Mail merge: alternative Save As methods

Cooool! I'll give it a try and let you all know how I get on.

"Graham Mayor" wrote:

See http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



admin_dude wrote:
Hi there,

A have a rather question regarding mail merge and the subsequent
saving of the mail merged document.

I have a number of complex documents with complex fomatting that are
best handled by the mail merge function, with the source data on an
Excel spreadheet. Although the documents look great and consistent, I
only seem to be save all the documents in the one file (lets call it
merged-papers.doc).

Ideally, I would like to be able to save the documents individually,
but retain the data and the formatting.

The way I'm handling this at the moment is to open the
merged-papers.doc, strip out the irrelevant bits and then save the
paper as marketing.doc, then open the merged-papers.doc again, strip
out the relevant bits and then save as project_management.doc and
then open merged-papers.doc again and...

You get the picture.

Is there a more efficient way of doing this? It would make my
workflow a whole heap easier if I could find a way of automating the
combined contents of the merged-papers.doc and somehow save them as
individual papers, with perhaps the file name being extracted from
the title of each document.

Anyone have any ideas? Happy to consider alternatives.




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