Microsoft word advanced features how to#
Microsoft word advanced features pdf#

Merging a document that contains Legacy FormFields.

Merging a document with Content Controls.Merging to a document that will include a chart that is unique to each record in the data source.Many to One type merges, which can be used for creating documents such as invoices where there are multiple records in the data source that have common data in one of the fields.

Microsoft word advanced features pdf#

Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source.Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail.Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge вЂњout-of-the-boxвЂќ:

Microsoft word advanced features how to#

To see how to install and use the various tools. In this course, students will automate with Microsoft Word 365 through the use of building blocks, Quick Parts, fields, and Macros. вЂњREAD ME вЂ“ Setting up and using the Merge Tools Add-in. Techniques to master the advanced features of Word 365. Then extract the files from the archive and read You can download the MERGE TOOLS ADD-IN.zip file from the following page of my One Drive: Use the Many to One facility on my Merge Tools Add-in. In addition to a 'Many to One' merge, the latter handles: (Charles gave you a link to this one) В or An example of this approach can be found at:ДЄlternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from: For some worked examples, see the attachments to the posts at:ДЄnother option would be to use a DATABASE field in a normal вЂletterвЂ™ mailmerge main document and a macro to drive the process. Into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes Do read the tutorial before trying to use the mailmerge document included with it.

The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Microsoft Word Catalogue/Directory Mailmerge Tutorial at: To see how to do so with any mailmerge data source supported by Word, check out my You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version).