(2/2) Automating Word Documents from Excel - No VBA - Building Forms and Using Formulas

How to fill word documents from Excel. This could be useful for mass mailings or for forms that you need to fill out repeatedly - and you won't have to use VBA. This video covers building a data entry form and using a couple basic formulas.

[@mvillawolf]

You are a savior. Thanks a lot man!

[@nanioushka]

Omg thank you SOOOOO much for this!!!!!!

[@JackelineOrtiz]

Thank you Andrew; is a great content; I truly appreciate it. If may I ask a question, how you can apply this formulas to the following rows so you don mis the information or have to start over each time?

[@clayfullmer]

Holy cow! That is so useful!!!

[@aaronjudesaldanha5688]

this is amazing - thanks for sharing

[@acedelacruz9680]

Thank you very much for this. Your video is very helpful to me 🥰

[@maryo9073]

Thank you!

[@notexactlyrocketscience]

how would you add several names listed in a column. say, add name1 to word, then name2, etc up to 10 names. i cant make word select data from a given row, just a given column. and then it only picks the first entry and there is no option for the other rows? using office 365

[@joetrimboli3694]

How do you add a new record in the table from the form?

[@AnteBoss]

ua-cam.com/video/KUcCphU0H8M/v-deo.html
but this creates new problem if you want to use formulas, all I can think off is to make duplicate sheet with same data, just one will take formulas based on another, I think

[@RafTube1]

How do you point to a relative path, so if I copy and paste template folders for specific clients (..\client1, \client2), the word will always pull from the right file, and not the absolute path?

[@RafTube1]

So that others won't have to point to the folder every time, i.e., the template folder always points to "contacts", which I suppose is in the the same folder as the letter, or in a subfolder. The point is to make it more user friendly.

[@216690461]

Does someone know how to keep the format from the data in the Excel file? say I wanted the date to be bold and with a blue font color as it would be formated in the corresponding field in the Excel file without having to format it in word?

[@MixFor-rt5nl]

Thank's.
Can we use it to modify the word template with the last record we created.
BR

[@saradhahariharan7482]

Thanks Andrew. Can you tell me how to save the output in different word files. Eg: I have to create 5 template word files. Currently i get 5 pages in same word file. But I want 5 different word file

[@andrewligonfant319]

I understand your problem but I don't have a solution. Hopefully someone else does.

[@saradhahariharan7482]

@@andrewligonfant319 - Thank you. I used a VBA code to split the pages into different files later and that worked

[@gringogrande705]

@@saradhahariharan7482 would you mind sharing that code?

[@asvyoutube]

How do you customise the names of the files created

[@rambopang7736]

the excel default will take the data in a vertical mode instead of horizontally.
Any way to change that? because I have a massive data that is better to present like a list down instead

[@jamesashmead6308]

Can you do this in Outlook rather than Word?

[@andrewligonfant319]

Not that I'm aware of. Sorry.

[@Divine_Bliss_]

how to fetch hyperlink from excel sheet to word...after fetching it should show it as a hyperlink and not just plain text.

[@akmfoy]

@Kunal Bhale, I’m no expert but thought I’d ask if you add a macro for that making it hyperlink again in word? Would that solve it for you?

[@sajithlahiru4992]

Mr.Andrew, how can i contact you to know more about this?

[@andrewligonfant319]

You can shoot me an email at [e-mail].

[@drknockers]

It was all going so well until the date format got weird XD