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I need to use my data in exel to fill in rebate forms in word. Customer
names, addresses ect. I can copy/paste but takes too much time, I have created a template of my form but don't know how to link it to my spreadsheet so that i select a customer and the required feilds are filled in automatically |
#2
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Hi ?B?Q2F5bWVyY2F0?=,
I need to use my data in exel to fill in rebate forms in word. Customer names, addresses ect. I can copy/paste but takes too much time, I have created a template of my form but don't know how to link it to my spreadsheet so that i select a customer and the required feilds are filled in automatically Have you ever looked at mail merge? That's basically designed to do what you need. Set up a "blank rebate form" with the text you generally use for all forms. Display the mail merge toolbar and link it up to your Excel sheet. Now you can insert merge fields for the name, address, etc. Save this as a template. When you want to create a new form, create a new document from the template. Type in anything special for this form. Filter the recipients from Excel. Then execute the merge to a new document. I know this all sounds a bit vague, but you didn't tell us which version of Word you have, so it's not possible to be more specific. You'll find more detailed instructions on using mail merge in the Help, as well as at word.mvps.org Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
#3
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Worked great Cindy, I knew it was easy.....LOL, Thanks
"Cindy M." wrote: Hi ?B?Q2F5bWVyY2F0?=, I need to use my data in exel to fill in rebate forms in word. Customer names, addresses ect. I can copy/paste but takes too much time, I have created a template of my form but don't know how to link it to my spreadsheet so that i select a customer and the required feilds are filled in automatically Have you ever looked at mail merge? That's basically designed to do what you need. Set up a "blank rebate form" with the text you generally use for all forms. Display the mail merge toolbar and link it up to your Excel sheet. Now you can insert merge fields for the name, address, etc. Save this as a template. When you want to create a new form, create a new document from the template. Type in anything special for this form. Filter the recipients from Excel. Then execute the merge to a new document. I know this all sounds a bit vague, but you didn't tell us which version of Word you have, so it's not possible to be more specific. You'll find more detailed instructions on using mail merge in the Help, as well as at word.mvps.org Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
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