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Started By
Message
Auto-Populate Multiple Documents Help
Posted on 4/7/17 at 1:22 pm
Posted on 4/7/17 at 1:22 pm
Lets say I have five different types of documents that I want to fill out with the same information (client name, address, date, etc.)... What would be the easiest way to have it populate all "documents" at the same time?
Thanks.
Thanks.
3
Posted on 4/7/17 at 1:25 pm to MichaelScott
Cut and paste?
Posted on 4/7/17 at 1:25 pm to MichaelScott
What document types? Is one a PDF, another a database, a Word document, then an excel document?
Or are they all a Microsoft Office document or PDF?
Or are they all a Microsoft Office document or PDF?
Posted on 4/7/17 at 1:39 pm to MichaelScott
quote:
MichaelScott
checks out. there's this little feature called 'mail merge' that i think is so old-school everyone has forgotten about it that will autopopulate info.
quote:
Mail merge is used to create multiple documents at once. These documents have identical layout, formatting, text, and graphics. Only specific sections of each document varies and is personalized. The documents Word can create with mail merge include bulk labels, letters, envelopes, and emails. There are three documents involved in the mail merge process:
Your main document
Your data source
Your merged document
Mail merge from excel spreadsheet
This post was edited on 4/7/17 at 1:40 pm
Posted on 4/7/17 at 1:49 pm to CAD703X
When I discovered YouTube, I didn’t work for five days. I did nothing. I watched Cookie Monster sing Chocolate Rain about a thousand times. - Michael Scott
But seriously...
They are letters of observation to be stamped by a PE. Each letter is for a different observation. The body of the letters do not typically change except the address, date, client, etc.
To this point, I've been copying each "type of observation" letter and changing it manually in word and then printing to PDF. If I could have a template for each type of observation and have it auto-populate and able to print into separate files, that'd be great. Minimize work and the chance of typing something wrong.
Thanks, again.
But seriously...
They are letters of observation to be stamped by a PE. Each letter is for a different observation. The body of the letters do not typically change except the address, date, client, etc.
To this point, I've been copying each "type of observation" letter and changing it manually in word and then printing to PDF. If I could have a template for each type of observation and have it auto-populate and able to print into separate files, that'd be great. Minimize work and the chance of typing something wrong.
Thanks, again.
Posted on 4/7/17 at 2:08 pm to MichaelScott
quote:
The body of the letters do not typically change except the address, date, client, etc.
precisely what mail-merge was designed for.
Posted on 4/7/17 at 2:11 pm to CAD703X
Okay, thanks for the help!
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