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#1
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Using Mail merge for multiple documents
What I am trying to do:
I use multiple forms on a daily basis to route work thru our shop. I end up opening each doc and adding/editing alot of information. I want to be able to set up the forms with mail merge so I can fill in a single form and fill in all the blocks required. What I have done so far: I have edited all my forms to add the merge information, I have even linked all the pages into one merge. Issues at the moment: When I did merge all the documents the Header and footer information (where I had added all the data) was missing. I would like to be able to set up something so that I can check off which pages are required to print and the info block information. Example: Here is the information I am adding, Customer Name, Work #, Part#, Serial # (these will change on every merge). I have multiple documents such as work scope, disassembly and assembly sheets. Depending on the Part and work scope I will have various forms that will be required. So if i could make a form to fill in the Name,work#,part# & serial# and then select which forms they need to be applied to and print that would work wonderfully. If anyone has done this and can explain it to me I would be very helpfull Thanks in advance. |
#3
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Using Mail merge for multiple documents
Thank you Doug but that reply has nothing to do with what I asked about. I am
trying to avoid having to open every form and edit it. So I am not sure how making user forms is going to help. If someone has another answer it would be appreciated. "Doug Robbins - Word MVP" wrote: Better to use a userform. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm But as it would probably be a good idea for you to keep records, see the last of the following series of articles (I suggest that you read all of them) Please Fill Out This Form Part 1: Create professional looking forms in Word http://www.computorcompanion.com/LPMArticle.asp?ID=22 Part 2: Adding Automation to your Word forms. http://www.computorcompanion.com/LPMArticle.asp?ID=46 Part 3: Learn more VBA (macros) to automate your forms. http://www.computorcompanion.com/LPMArticle.asp?ID=119 Part 4: Use custom dialog boxes in your Word forms http://www.computorcompanion.com/LPMArticle.asp?ID=127 Part 5: Connect your AutoForm to a database to save input time and keep better records! http://www.computorcompanion.com/LPMArticle.asp?ID=136 -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "C Hagen" C wrote in message ... What I am trying to do: I use multiple forms on a daily basis to route work thru our shop. I end up opening each doc and adding/editing alot of information. I want to be able to set up the forms with mail merge so I can fill in a single form and fill in all the blocks required. What I have done so far: I have edited all my forms to add the merge information, I have even linked all the pages into one merge. Issues at the moment: When I did merge all the documents the Header and footer information (where I had added all the data) was missing. I would like to be able to set up something so that I can check off which pages are required to print and the info block information. Example: Here is the information I am adding, Customer Name, Work #, Part#, Serial # (these will change on every merge). I have multiple documents such as work scope, disassembly and assembly sheets. Depending on the Part and work scope I will have various forms that will be required. So if i could make a form to fill in the Name,work#,part# & serial# and then select which forms they need to be applied to and print that would work wonderfully. If anyone has done this and can explain it to me I would be very helpfull Thanks in advance. |
#4
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Using Mail merge for multiple documents
What you are wanting to do is not really what mailmerge is intended for.
It's purpose is to create multiple documents that are essentially the same excepting for a number of items that differ from one to the next, such as the name and address of the recipient. What you are wanting to do is create multiple documents, that differ from one another and the only thing they ahve in common is that they have some data that is repeated from one document to the next. So what you want to do, is enter some information, and then have that information appear in multiple documents. That is where you could, and I certainly would, use a UserForm. While it may not be the only way to do it, I believe it is the best way. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "C Hagen" wrote in message ... Thank you Doug but that reply has nothing to do with what I asked about. I am trying to avoid having to open every form and edit it. So I am not sure how making user forms is going to help. If someone has another answer it would be appreciated. "Doug Robbins - Word MVP" wrote: Better to use a userform. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm But as it would probably be a good idea for you to keep records, see the last of the following series of articles (I suggest that you read all of them) Please Fill Out This Form Part 1: Create professional looking forms in Word http://www.computorcompanion.com/LPMArticle.asp?ID=22 Part 2: Adding Automation to your Word forms. http://www.computorcompanion.com/LPMArticle.asp?ID=46 Part 3: Learn more VBA (macros) to automate your forms. http://www.computorcompanion.com/LPMArticle.asp?ID=119 Part 4: Use custom dialog boxes in your Word forms http://www.computorcompanion.com/LPMArticle.asp?ID=127 Part 5: Connect your AutoForm to a database to save input time and keep better records! http://www.computorcompanion.com/LPMArticle.asp?ID=136 -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "C Hagen" C wrote in message ... What I am trying to do: I use multiple forms on a daily basis to route work thru our shop. I end up opening each doc and adding/editing alot of information. I want to be able to set up the forms with mail merge so I can fill in a single form and fill in all the blocks required. What I have done so far: I have edited all my forms to add the merge information, I have even linked all the pages into one merge. Issues at the moment: When I did merge all the documents the Header and footer information (where I had added all the data) was missing. I would like to be able to set up something so that I can check off which pages are required to print and the info block information. Example: Here is the information I am adding, Customer Name, Work #, Part#, Serial # (these will change on every merge). I have multiple documents such as work scope, disassembly and assembly sheets. Depending on the Part and work scope I will have various forms that will be required. So if i could make a form to fill in the Name,work#,part# & serial# and then select which forms they need to be applied to and print that would work wonderfully. If anyone has done this and can explain it to me I would be very helpfull Thanks in advance. |
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