How to Mail Merge in word to get seperate fils no vba

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  • Опубліковано 4 лис 2024

КОМЕНТАРІ • 41

  • @alisondavies4754
    @alisondavies4754 2 роки тому

    Excellent. Thank you!

  • @murtazaiqbal7267
    @murtazaiqbal7267 Рік тому

    I am facing an issue with heading1 style.
    So i want to create documents which start with the "Product Code" - "product Description" - "Company Name".
    e.g.
    AB-9999 - N&A Apple Flavor - ABC Company
    I did follow your steps but turns out all files were created with only the 1st 2 Characters of the 1st merged field (Product Code) before "-".
    After a couple of tries with different scenarios, the conclusion is, Outlined files only create with only one merged field as document name and without special characters like "-&@...etc".
    Please if you know how to work around, do let me know because I don't want to use Macros.

    • @BaldGeekUK
      @BaldGeekUK  Рік тому

      Sorry Macros would be the only way in that case.

  • @murtazaiqbal7267
    @murtazaiqbal7267 Рік тому

    I did the same thing but i don't know why it always gives me this...
    "this selection does not consist of heading levels".
    I did change me first title (from mail merge listing) to header1 but still no success. I am running in Office 2019

    • @BaldGeekUK
      @BaldGeekUK  Рік тому

      I would really need to see the file you create to answer this question.

  • @m.n.953
    @m.n.953 3 роки тому

    its work very nice thank you .
    nut my document has a logo in the header and when i saved it AS , all the documents has no header. have you any solution to keep header on all the documents?

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      Hi, sorry this method does not work with headers and footer. You would need the macro documented in once of the other comments on this video.

  • @bhavishaparmar-bhandari4221
    @bhavishaparmar-bhandari4221 2 роки тому

    Hi I keep getting the message "the selection does not consist of heading levels" though I have chosen heading 1 for the name. Any idea. I have a 3 page document. The name of the employee appears on 3 pages but I have only chosen the first page name as headings 1. Is this why there is an issue?

    • @BaldGeekUK
      @BaldGeekUK  2 роки тому

      I would really need to see the document in question to give you and answer sorry.

  • @aaronag7876
    @aaronag7876 3 роки тому +1

    Hi, very helpful and really what I needed. After the mail merge I get an extra blank page on every document. There are no extra chars or line break after the signature. Any idea why ?

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      Hi Aaron, could you send me a sample and i will work out what it is.

    • @aaronag7876
      @aaronag7876 3 роки тому +1

      @@BaldGeekUK hi thank you for responding, that was amazingly quick. Sadly the data is lists of Dr's within the NHS and has very sensitive data in the letters. So I can't send you anything. It seems that no matter what I do there is a blank page after the standard 2 page document is merged and written as single letter's. I've checked there are no page breaks or extra characters or anything after the last letter. When I do the preview before I save, none show a blank page. Only when it saves the letter does it add a blank extra page.
      At the moment, it means I need to go into each 1289 letters and manually delete this blank page. As they will be sent out via snail mail.
      Thanks for the support and great video.

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      Aaron thanks for your comment. Let me see if I can simulate the issue over the weekend and see if I can find a solution.

    • @aaronag7876
      @aaronag7876 3 роки тому

      @@BaldGeekUK wow that would be great. Thank you.

    • @aaronag7876
      @aaronag7876 3 роки тому

      @@BaldGeekUK hi
      Sorry to be a pain, can you look at the mail merge with headers and footers and at least 2 pages long ? I did more testing and found it doesn't save the header and footer for all the letters. Thanks

  • @davidkillen5131
    @davidkillen5131 4 роки тому +1

    Hi Can you use any of the heading styles or does it have to be heading 1?

    • @BaldGeekUK
      @BaldGeekUK  4 роки тому +1

      Yes you can use any of the heading styles. Thanks for your question.

  • @lisamarsan1999
    @lisamarsan1999 3 роки тому

    Hi, thank you for the video. I followed the instructions and even removed my header (rather than add the Macro you provided) and reformatted my document into the simplest possible letter format, but when I went to save the files, it saved only one file with weblinks to the individual documents. Is this because my computer automatically syncs everything I save to OneDrive? I don't know how to get around this. I have about 400 individual wage offer letters to send out via Docusign and I don't want to do them manually.

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому +1

      Hi Lisa, yes this only works if you save them outside of onedrive. 9nce you have created them you can them move them into your OneDrive.

  • @middoel
    @middoel 3 роки тому +1

    Does the content heading will show up as part of each letter? Thanks so much for this tutorial!

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      Yes, in my example it is their Name so each letter is addressed to a different person. Glad you liked the video.

  • @lenafulton7492
    @lenafulton7492 3 роки тому

    I have added headings, should you only have 1 at the top of the document? My document is 2 pages, I have removed the page break but am getting the error "The selection does not consist of heading levels." How do I fix this?

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      Hi Lena, Sorry for the delay in getting back to you. please check that the items you enter at the top of the first page are formatted in heading 1 style otherwise you will get this error. I have done this on a 10 page letter and it works fine and splits the 10 pages into 1 letter per person I am sending it to. if you need anymore help just let me know.

  • @arti3468
    @arti3468 3 роки тому

    In this, the 'name' field, which becomes the name of new files should be the first thing on the page. But if we want to insert some data before the name field and still want that the new files should have yhe same name as the name field, then how can we do that?
    Can we use headers in this and type the data before name field in header?

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      Hi Artil, I'm afraid you can't but anything before as this will then be the name of the sub files. Also you can't use header and footers as they don't transfer to the sub files.

  • @James-xh1wi
    @James-xh1wi 2 роки тому

    When I select all, and then click ‘show document’ I just get an error saying “the selection does not consist of heading levels” 😞 i have 200 3 page letters to send to partners

    • @BaldGeekUK
      @BaldGeekUK  9 місяців тому

      Have you added text that is in a heading style?

  • @gharondaartcraft7336
    @gharondaartcraft7336 4 роки тому +1

    Wow great ☺

  • @brittneybui4326
    @brittneybui4326 3 роки тому +1

    I can't get my header or footer to appear after doing this, I lose it and it's just text. Any ideas?

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      Hi Brittney, let me know an email address i can contact you via plz.

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому

      This way will not work for you I am afraid, you would need a VBA Solution see below:
      Sub splitter()
      ' splitter Macro
      ' Macro created by Doug Robbins to save each letter created by a mailmerge
      ' as a separate file, retaining the header and footer information.
      Dim i As Long, Source As Document, Target As Document, Letter As Range
      Set Source = ActiveDocument
      For i = 1 To Source.Sections.Count
      Set Letter = Source.Sections(i).Range
      Set Target = Documents.Add
      Target.Range = Letter
      Target.Sections(2).PageSetup.SectionStart = wdSectionContinuous
      Target.SaveAs FileName:="Letter" & i
      Target.Close
      Next i
      End Sub

  • @pookaloo0087
    @pookaloo0087 3 роки тому

    Unfortunately I keep losing the formatting for the body of the document

    • @BaldGeekUK
      @BaldGeekUK  3 роки тому +1

      Sorry to hear that. What formatting are you looking specifically?

    • @pookaloo0087
      @pookaloo0087 3 роки тому +1

      @@BaldGeekUK HI. I realized what the issue was. The document was prepared by someone else and sent to me to put the individual contact details. The original document contained text boxes which just would not maintain the formatting after the merge. I changed the text boxes to tables without borders, tried your method again and it worked. It took longer as I had to reformat the entire document but in the end your method is very helpful and I will definitely use it in the future!

  • @zacchk
    @zacchk 2 роки тому

    Thanks mate, your music is too loud and your voice volume is too low