Create Word Documents & Emails From Any Excel Table, With Number Formatting, Without Mail Merge

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In this week’s training, I will show you how to customize formatted Emails and Word Documents.
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TIMESTAMPS:
0:00 - Introduction
0:36 - Overview
16:57 - Change Event
25:56 - Selection Change Event
31:32 - Show Template Button
34:08 - Add Word Template
36:57 - Add Email Template
38:45 - Load Email Template
39:30 - Send Reminders
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I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Thank you very much for your continued support,
Randy Austin
#exceltraining #formattedletters #formattedemails #numberformatting

[@ExcelForFreelancers]

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[@essamfahim749]

hi Randy you did a great job i am allwayes waitting for your new apps and every time i learn more thank you for your time .

[@ExcelForFreelancers]

Thank you very much Essam, I am really glad you liked it.

[@letslearnexcel]

Hi Randy! I haven't watched the full tutorial yet but from the first 5 minutes in this video and the other videos, what are you doing here is really brilliant, totally awesome and amazing. Thanks for sharing this :D. God bless you always

[@ExcelForFreelancers]

Thank you so much. I am really glad I can help and creating solutions for people around the world.

[@SyedMuzammilMahasanShahi]

Thanks Randy for this beautiful video.

[@ExcelForFreelancers]

For sure, you are very welcome Syed

[@mzsh1801]

Good luck mr Randy. you are always have new features.

[@ExcelForFreelancers]

Thanks so much. I think you will really love this one.

[@9pp9p9pp]

Fanastic once again. Thank you for sharing.

[@ExcelForFreelancers]

Thanks so much Peter, I am so glad you enjoyed it.

[@nathybelle328]

Awesome! Thank you so much once again!

[@ExcelForFreelancers]

For sure, you are very welcome

[@bestscenes1469]

Great as always. Excellent work

[@ExcelForFreelancers]

Thank you very much Daniel. I am glad you liked it.

[@thoeurnsovann583]

thank you so much for your sharing knowledge and new features

[@ExcelForFreelancers]

For sure, you are very welcome I am glad you liked it.

[@albanoteles4924]

Thanks so much.Excellent stuff

[@ExcelForFreelancers]

For sure, you are very welcome

[@akkintouch]

Thank you randy as always... brilliant. Could you also put in some advice on where such templates are useful in the start of your videos. Put in some examples to make people like me who are just beginners whose thought process is still evolving ... will be useful 😬 Hope that’s ok

[@ExcelForFreelancers]

Hi Avi, thanks so much. Yes I will do that and it's a good suggestion. Much appreciated.

[@kinaros7]

Merci. From France

[@ExcelForFreelancers]

For sure, you are very welcome Merci

[@nerenlakhraj5252]

Hi Randy ... this is an exceptionally great application. Each cell uniquely changed and modified and can can sent out either via pdf or mail. Thank you once again. I was just wondering how to add attachments that could go out with each outgoing mail.

[@ExcelForFreelancers]

Hi Neren, thanks so much. I am glad you liked the training. To add attachments you can just add into the email details: .Attachments.Add Filename

[@anisshah2863]

great job bro

[@ExcelForFreelancers]

Thank you very much. I do appreciate that.

[@lifeofpurity]

Thank you very much Randy... i enjoy your lessons..you are one of the excel gurus that i follow closely. I have one query. If i wish to save the letter as Word instead of export to PDF, how do i amend on the vba code?

[@ExcelForFreelancers]

HI and thanks very much, I am glad you enjoyed the training. To save this as a Word file you would just use the command line ActiveDocument.SaveAs FileName:="C:\Path\To\Your\New\Document\DocumentName.docx" I hope this helps and thanks so much.

[@saahil5827]

Excellent tutorial and video....now i can manage to make 200 to 500 workorders & invoices easily ... Thanks a lot !!! Also Need a little help in deleting tagnames which are not replaced ..

[@ExcelForFreelancers]

Great 👍 I am so glad you like the video training. If you have just a specific issue, you can upload the details and screenshots in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel However it is a bigger job that you need help on, please create a post in that same group and mark it as a PAID JOB. Thanks so much.

[@raunchy888]

Randy really appreciate the video, very helpful. I was just wondering how to maintain a hyperlink. I have been trying to transfer to word information that is formatted as a hyperlink and it only comes in as text. Hoping you might have a suggestion.

[@ExcelForFreelancers]

Hi Max, thanks very much for your comment and I am glad you liked the training. You can insert a hyperlink in a Word document through vba with the Hyperlinks.Add command. More details on that here: docs.microsoft.com/en-us/office/vba/api/word.hyperlinks.add Thank you for your Likes, Shares & Comments. It really helps.

[@mdsaiful6294]

Nice 👍👍👍

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that Saiful

[@KarenMartinez-kc9cu]

Hi Randy. I have my company’s signature logo in my Outlook signatures that I add to the bottom of the emails once the macro has created the emails. Is there a way to incorporate that logo into the VBA coding?

[@ExcelForFreelancers]

Hi Karen,thanks for your comment. Yes certainly, you can use an html email body for this then copy the html code into a cell. Once you are finished with the email text you can add the html signature (copied from a cell) onto the end of the email. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

[@shamirmatheu8734]

Thank you so much for this. I have one problem that I cannot fix. How do you search and replace the text also in the header and footer with this macro?

[@ExcelForFreelancers]

Hi and thanks, you would want to specific the Header or Footer text directly such as With ActiveDocument.Sections(1) .Headers(wdHeaderFooterPrimary).Range.Text = "Header text" .Footers(wdHeaderFooterPrimary).Range.Text = "Footer text" End With You can find more information on this here: learn.microsoft.com/en-us/office/vba/api/word.headerfooter I hope this helps and thanks so much.

[@AnhTran-vf1pj]

Hi, this is a big help for me in my work. Could you help me to solve this: How to input multiple selected clients informations into a single document?

[@ExcelForFreelancers]

Hi Anh, you can loop through selected clients using this training: kzbin.info/www/bejne/gqXbaHeCgax6ftE

[@betopalou7772]

Great and very useful file!!! Many thanks Randy, I really appreciate your work. I’m trying to make my own file, but I’m stuked with the formats that appear in the word file. Miles separator “.” That appear with “,” if the number is a formula (taxes), and the format of days. I would like to have “24 de novembre de 2023” which is catalan… but It results impossible. Is there any place where I can find how to manage the format? Thanks!!!

[@ExcelForFreelancers]

Hi and thanks, this also depends on your regional settings which dictate the default time and date formats. Can you post your question, with screenshots, in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.

[@55kuwait]

Thanks for your videos if my customer have many emails. what should I change in vba code Thanks again

[@ExcelForFreelancers]

Hi and thanks you can add multiple emails per customer through a Customer Management program. I created one here that may help you: kzbin.info/www/bejne/iKqWgYyKgsemock

[@edwinmoralesacosta6219]

Awesome course Randy. I just finished the employee manager series and I'm trying to connect both but I'm having problems, could you please help me with that? or if there's a way to hire you to help me fix it, I really appreciate it. Thank you

[@ExcelForFreelancers]

HI Edwin thanks so much for the comments. I am really glad you enjoyed the series. While I am unable take on any jobs I can put you in touch with someone who can help you with the application. Can you please email me with the details here: [e-mail] Thanks very much.

[@Calcutie_]

Thank you for creating this. It’s been very helpful for the project I’m currently working on. I noticed, though, that my code isn’t replacing items I have in my footer of my word document. Would you expect that?

[@ExcelForFreelancers]

Hi Anita, Thanks so much for your comment. I did not test this with header or footer text, however I am assuming this would require different code as the code provided primarily works in the body of a document. You may want to use a dynamic header/footer or search for a VBA solution on Word Headers & Footers. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@abhijitsarkar607]

Hi Anita, I also had the same problem. But to keep it simple I have inserted a plain text content control, in the footer and one in the word body. To hide the text from the body I have changed the font colour to white. That solved the issue.

[@MasBoy100]

Its Realy great Mr. Randy. I'm new in VBA. I want to ask you question, what is the function of "Dim WordContent As Word.Range"? , I don't find statement "WordContent" in line below. Thanks

[@ExcelForFreelancers]

HI Achmad thanks for your question. This sets a variable to a specific Word document range. If you are getting a bug from this make sure you have the correct Word Library installed. Reset any bugs then in the VBA Editor go to Tools > References and look for any item that might be missing and unselect it. Then scroll down and look for any 'Microsoft Word Library' item. This should fig bugs associated with that item. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@treavieneedman]

Hi Randy! Great video and a life saver. How do I create a select/unless all button? I expanded the range to 300 and it's a pain to manually select each line. 27:27

[@ExcelForFreelancers]

Hi and thanks so much. I have a training on that specifically here: kzbin.info/www/bejne/i3faapV3oNR2e9E I hope this helps and thanks so much.

[@treavieneedman]

@@ExcelForFreelancers once again you saved me. Thank you so much for your videos!

[@ExcelForFreelancers]

Great. I am happy to help and share

[@mangobrother]

Great video. Truly amazing. Thanks. Not able to download the video for some reason. It worked fine in the past. Can you help? Thx.

[@ExcelForFreelancers]

Hi i am not sure how you would download the video from KZbin.

[@mangobrother]

@@ExcelForFreelancers Sorry I meant downloading the spreadsheet, not the video. It seems like it does not like my email address that I normally use. I used a different email address and it worked. Thanks.

[@egvNY]

Kudos Randy, Excellent. I guess in column K we can enter more than one email separated by a semicolon (;) , is that right? For those cases that the user has more than one email and you want to reach all of them.

[@ExcelForFreelancers]

Hi Edward, Outlook recognizes the semicolon as the delimiter for multiple email addresses in Outlook so this should work when adding additional emails into the To section. I hope this helps and thanks so much.

[@lexieipp994]

Hi, this video has been extremely helpful to me. Could you tell me though, if one of the values for the variables in the template is blank, how can I make it show up in the template as blank. For example, in the column [Date] there is no date in the row that is generating an email. I want in my template where I put "Date: [Date]" To be "Date: " Right now mine says "Date: 0" If you could help me (or anyone) that would be amazing, you are amazing thank you

[@ExcelForFreelancers]

HI Lexi, thanks so much for your comment and feedback. I am glad you liked the training. You could add an if/then statement, perhaps something like this If .range("A" & CustRow).value = Empty then DateValue = "" Else DateValue = Format(.range("A" & CustRow,"mm/dd/yyy") Something like that but not exactly perhaps. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

[@steelcitycreative1133]

Excellent stuff. I haven't had time to watch in entirety yet, but does his run through how to do styling to text in word automatically? For instance we bold some words with some of the content we automate, or embed links etc. Thanks for these videos! I'm learning a ton.

[@ExcelForFreelancers]

Hi there and thanks for the comment. This training will teach you how to apply number formats such as dates, numbers, currencies & special characters from Excel into both Word Documents & Letters

[@tawfiqclick2481]

Hi randy, we need to do for us a program to manage our documents and can search, edit, and other important features for any application management documents

[@ExcelForFreelancers]

Hello there, thanks for the comment. I could refer your project to a developer if you like. Please write up a complete project scope and email me the details here: [e-mail] Thanks so much.

[@reneholleman843]

Nice... Possible to add the possibility to send multiple invoices in one enail instead of one email for each outstanding invoice.

[@ExcelForFreelancers]

Hi Rene, thanks so much, yes you can have lots of attachments in a single email. You may want to use a temporary folder for these attachments, then add all attachments within the folder. Once attached move or delete the items in this temporary folder. I hope this helps and thanks.

[@reneholleman843]

@@ExcelForFreelancers Not quite what I mean. When you have two invoices outstanding the mail template should mention two lines with outstanding invoices. So a check would be made on each line in the table whether the previous line contains the same customer...

[@chuculood8728]

Hi Randy, I got this worksheet as part of the 200 workbook bundle on your site but I can't seem to get it to work. In your video, it's doing exactly what I want it to do but when I try to use your template, it keeps flagging the "Dim WordContent As Word.Range" line in the VBA. Is there a fix for that?

[@ExcelForFreelancers]

Hi and thanks very much. You are probably missing a reference Library. Within the VBA Editor go to Tools > References and check for anything with MISSING. You will need a Word Library, so scroll down the list and look for Microsoft Word Object Library and select it. This should solve the issue. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

[@mariaakero3869]

Hi is it possible to insert dynamic picture in the word-document and then make a pdf?

[@ExcelForFreelancers]

WOW. Amazing question. Becuase i just finished a recording to show you how to do that Maria and it will be out this Tuesday, so make sure to check out my newest video on Job Application Manager. (I don't have the link just yet but it will be out this Tuesday)

[@ydotstufz]

Great, thank you however the filepicker doesn’t work in Mac. Can you do a Mac version or Alter to make it compatible for Mac

[@ExcelForFreelancers]

Hi thanks for your comment. There is some great code on Ron DeBruin's site for mac's including a file picker here: www.rondebruin.nl/mac.htm

[@ydotstufz]

Excel For Freelancers hi, thank you so much for your suggestion. I’ve tried the code in the link and it opens the dir but doesn’t place it in any cell. Could you please help with that

[@shannonjaffray225]

I’ve just found your KZbin! It’s amazing! I was wondering if you could point me in the direction of a video that can assist with the following. At the moment I have a template where I fill in the data for a whole bunch of categories for the shift- I then have the employees name of who worked that shift. I have to manually enter all the income that employee has earnt as I go on a seperate spreadsheet that I can provide them with at the end of the year- is there a way I can create a spreadsheet that will link the employee income as I enter their name? Or a way to filter it. It’s had me baffled for days. Any help would be appreciated, thanks

[@ExcelForFreelancers]

Hi Shannon, thanks so much for your comment. I have an entire Employee Manager series (21 videos & downloads) on my channel, however this video within the series specifically deals with Payroll: kzbin.info/www/bejne/mIHHqoWOl795eLc I hope this helps and thanks so much.

[@shannonjaffray225]

thankyou, i went to buy your package, but unfortunately is $55AUD. Ill keep trying to build it :)

[@melifanp]

Hi Randy, I love your work and the opportunities you provided for me. I have a question. I tried to move and edit this VBA Code for my use, but it keeps giving me a Compile_Error message that states user defined type not defined and highlights " Dim WordContent As Word.Range ". I added the Microsoft word Library but it did not work. Would you be able give me some guidance based on what I explained?

[@ExcelForFreelancers]

Hi thanks very much. Make sure you added the correct Word Object Library and also make sure there is nothing missing as well. You can also use late binding instead. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@melifanp]

Excel For Freelancers thank you for quick response. Do we have some other online groups to ask my questions? I do not have a Facebook account. I appreciate your time assisting me.

[@ExcelForFreelancers]

Hi and thanks I just have facebook, as its a lot of work to manage groups so i would not be able to have more than that. Many of our members just created a fake account in a few minutes and then requested to be added to our group, so I would suggest to do that, as it only takes a few minutes. Thank you.

[@melifanp]

@@ExcelForFreelancers Randy, I appreciate your time responding to my questions. the problem is solved and as you suggested, it was the Word Object Library. I would love to reference your channel and your work on my work. What would be the best reference to put on my file? this is the list I can do to appreciate your excellent work. Let me know.

[@ExcelForFreelancers]

Hi you can always add my website www.ExcelForFreelancers.com , thanks so much. I am glad you got it worked out.

[@KarenMartinez-kc9cu]

Hello. I used this tutorial to create a workbook to send emails with several email templates to choose from a couple of years ago which worked great up until a few months ago when all zeros within the template are replaced with a random long number when I run the VBA code. Do you know why this would happen?

[@ExcelForFreelancers]

Hi Karen, thanks very much. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.

[@KarenMartinez-kc9cu]

I found a solution thanks to Benny Oettel. I ended up making the date a variable with text as the format (yyyy) rather than including 2022 within the email template message. Works beautifully. Now the issue I need to resolve is formatting a four digit number with leading zeros since after running the macro, the zeros are deleted.

[@ExcelForFreelancers]

Great and thanks so much. Benny is one of my best students who has taken every one of my courses and is also a great guy too. For numbers that begin with a 0 , you can try adding an apostrophe before the number, so that Excel will see this as a text, or formatting the cell as a text and not a number may help. I hope this helps and thanks so much.

[@KarenMartinez-kc9cu]

How easy would it be to add a .pdf attachment when sending emails?

[@ExcelForFreelancers]

Hi Karen. Thanks for your comment. I cover how to send attachments in this video: kzbin.info/www/bejne/bZ3XZnx4jbSUpLs

[@Proximusic]

Thats a realy great example and it will solve (I hope) my formating of showing correct values (currency) in the WORD template. The problem is that if I use "." as decimal and "," as seperator like you do all is fine. But we use in our country "," as decimal and "." as seperator like #.##0,00 € or ##.##0,??? € But this way "." wont be shown and the decimals after , are not shown correct. If the number has normaly one or 2 decimals more then 2 are shown and if the number has no decimal 2 decimal are shown ,00 which is fine. My system setings are , deciaml and . seperator. Same is done in Excel who takes this settings from the system. I also switched to manual but no change. Any clue?

[@ExcelForFreelancers]

Hi Peter, thank you for your comment. I understand about the formatting issue. Can you post this same question in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 25,000 Members who would love to help you with this. Thanks so much.

[@Proximusic]

@@ExcelForFreelancers Thanks, I'm waiting on your confirmation. Another thing i want to discus there is why this script destroys text written as a fraciton lets say 4/1 or 8/2 or 12/3 in my case (tried also 4-1 or 1-4 and does the same). In Word the result of the copy/paste is the date value of 43834 for 4/1 for example. I have spent several hours try to fix this with a varformat like #/# or simmilar but it won't help. The funny thing is that in your old VBA from kzbin.info/www/bejne/i4OpZJyhjJWGrMU where you use ".Replacement.Text = TagValue" instead of the new ".Replacement.Text = Application.WorksheetFunction.Text" the 4/1 stays formated like writen in EXCEL when pasting to WORD.

[@ExcelForFreelancers]

Hi Peter you may want to add the date into a text variable first before sending it over to Word, Once properly formatted in Excel and then converting it to a string ensures that it will always remain in that string form

[@Proximusic]

Excel For Freelancers Thanks. Sorry maybe I was not clear. I want it to stay in that form like 4/1 or 8/2 and in my case it means the speed if some equipment in m/min. With dates i have no problem so far :)

[@ryanjefferis7598]

How are you replacing the ENTER spaces that are in the cell so that the email text isn't all on one line???

[@ExcelForFreelancers]

Hi you can use Char(10) which is the equivalent to a Return or Enter. I hope this helps and thanks.

[@chrisbelcher]

has this video file corrupted? I can not view this?

[@ExcelForFreelancers]

Hi Chris, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.

[@diyapl9857]

Sir I did not understand the part where the templates were added

[@diyapl9857]

The code isn't working for me could you help me with it

[@ExcelForFreelancers]

Hi Diya, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.

[@39II98I8]

this is not training it's advertising and show, I hope you have start from the beginning

[@ExcelForFreelancers]

Hi can you explain which training was advertised?