How To Create Custom Letters In Word Documents From Excel WITHOUT Mail Merge

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In this week’s training, I will show you how to create Custom Word Documents From Excel without Mail Merge.
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TIMESTAMPS:
0:00 - Introduction
0:30 - Overview
12:58 - Add Word Template
14:38 - Create Word Documents
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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 #lettercreactor #mswordfromexcel #nomailmerge

[@ExcelForFreelancers]

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[@JohnStarkC]

Excellent training. My first exposure to Randy's teaching and learned a great deal about excel and VBA. His teach style must align great with how I learn because I didn't pause or fast forward the video at all!

[@ExcelForFreelancers]

That is great to hear John, Thank you very much and I look forward to creating many more for you. Much appreciated.

[@oleksijm]

This is awesome. I had been looking for this capability for almost 6 months now. Thank you.

[@ExcelForFreelancers]

That is great to hear. I am really happy I can help. Please see my other video which is nearly the same but will update formats of Dates, Currencies, Time & Percentages in Word here: kzbin.info/www/bejne/mWW6p4l9a994ick

[@langent4653]

Randy, you are a genius at extending Excels capabilities far beyond what MS intended lol. I have been doing the very same for many years and always enjoyed the "Deer in the headlight" look from our desk side support and application architecture group. Keep those videos and incredibly valuable open source content coming. My hats off to you sir :)

[@ExcelForFreelancers]

Thank you so much for your comment and fantastic that you have the same approach. I just tell people when trying to come up with solutions "Don't think about Excel" , meaning figure out what solution you want, how you want it to look and THEN figure out a way how Excel can do that for you. Excel is our canvas in which we apply our art.

[@iztetod]

Was having a very bad day , trying to get something done for my job , you made my day , just wanted to thank you , for sure I'll follow you from now on Randy , and will be looking at what else I can learn from you , once again THAAANKS !

[@ExcelForFreelancers]

Thank you so much Izte, I really appreciate that. I am so glad you have you here and I am glad I could help.

[@SyedMuzammilMahasanShahi]

Wow. That's really amazing. I'm loving it.

[@ExcelForFreelancers]

That is great. I am so glad you liked it.

[@gilbertlinsen9431]

Top video! helped me to steer away from trying to influence the Word Mailmerge filter. This works much easier!!!

[@ExcelForFreelancers]

Hi Gilbert thats great. Mail Merge is good but limited depending upon what you want to do. I am so glad this worked out well for you

[@razorback7052]

Thank you very much for this. I have been looking for a method like this for weeks. This method will reduce the amount of clerical work throughout my division (military division). Now to apply this technique to the tools I made

[@ExcelForFreelancers]

That is great. I am really happy I could help

[@Rain_theGamer]

You structure your explanations really well I look forward to more videos

[@ExcelForFreelancers]

Thanks so much Erika, each and every Tuesday I have new videos. I really appreciate your kind words

[@michalfrankowski5328]

I didn't try this yet, but it looks amazing. I am doing one project at the moment and I will be definitely using a similar approach for creating invoices. Subscribed! Thanks Excel For Freelancers !

[@ExcelForFreelancers]

Thanks so much Michal and welcome. Great to have you here.

[@ianpulsifer7728]

This is awesome, thanks so much! Copying from an Excel table into Word wildcards was what I was after... This shows exactly that, plus a lot of other cool features too!

[@ExcelForFreelancers]

Thanks so much. If you liked this video then you will LOVE the one I just released last week which allows you to create and fill unlimited templates and contracts in Excel and sending them to unlimited people (without Word or any other API)>: kzbin.info/www/bejne/rZaucpJrp7ujr8U I am doing Part 2 this Tuesday as well. Thank you for your Likes, Shares & Comments. It really helps.

[@hassangill2732]

Fantastic work sir Randy. Really stunning

[@ExcelForFreelancers]

Thank's so much. Really glad to hear that.

[@lilichang7625]

Many Thanks for your video and workbook!!! It's really helpful for me~

[@ExcelForFreelancers]

Ok great, thanks so much. Appreciated.

[@CDA8615]

This has to be the best instructional I have seen to date. I have seen a lot of good ones too. I am a beginner intermediate VBA user. The one thing I will point out though is you do have to go into VBA Editor and select Tools from the Menu and from References make sure that 'Microsoft Word Object Library is checked off for the DIm Word Content As Word.Range to work. I am sure this was mentioned in other lectures. I can't wait to see more Excel For Freelancers tutorials!

[@ExcelForFreelancers]

Hi Thomas, thanks so much for your comment. Yes, very true, however I try to use late binding whenever possible so that reference libraries are not required. I have an updated video on this in which you can also apply formats such as date and amounts here: kzbin.info/www/bejne/mWW6p4l9a994ick

[@eonti5000]

Great video and amazing workbook!!! This will save me a LOT of work, Thank youQuestions: - How can I change or add one column to the Time for the appointment?- How can modify the printing template, if the template includes a side bar/box in the right side? I used the macro and updated everything in the printing template with the exception of that side bar/box - How can I modify your macro to replace the email attachment as the body of the email? The email template includes images/photos, the company logo and the appointment date/time/location.

[@ExcelForFreelancers]

HI thanks for your questions and i am really glad you liked the training . The application is open and your are welcome to customize this to fit your exact requirements. If you would like some help with this, we have a group with 20,000 Excel experts who would love the opportunity to customize this for you. Please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel (if you have not done so yet) You can then create a post and mark it as a PAID JOB, along with all of the details and requirements. Our members can then contact you and decide on how to best move forward with your project. I hope this helps and thanks so much.

[@yahya_yg88]

Watch alot of your vidéos best youtube Chanel for exel and VBA's and to learn how to make hard documents . thanks a lot Mr Randy Austin .

[@ExcelForFreelancers]

Thanks so much. It's not easy to come up with unique content for Excel. So i decided to not only to teach Excel but ways in which you can apply those skills in real applications today. Thanks so much.

[@piotrpawlak1497]

Very interesting and inspiring solution with serial correspondence. Thank you for your valuable tips and best regards.

[@ExcelForFreelancers]

Thanks so much, i do appreciate your comment. Glad you liked it.

[@RussCrowley]

Your work is superlative, Randy. I'm v. good with Word, but this is Excel-eye-opening.

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that Russ.

[@indrrayaddav]

Hi Randy, Just wanted to say thank you for the great work. Looking forward to more adventures. Indra

[@ExcelForFreelancers]

Thanks so much. I do appreciate that.

[@awadhbinamro948]

it, s really fantastic trainning. helpful and informative

[@ExcelForFreelancers]

Thanks so much Awadh, i am really glad you liked it.

[@khalidalisubhanallah2947]

Bundle of Thanks Sir knowledgeable Video

[@ExcelForFreelancers]

For sure you are very welcome

[@kushkaushik6103]

This is really a very powerful tool and that too for free and this is extremely customisable. Thanks for this

[@ExcelForFreelancers]

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

[@silverfunnel6819]

This will save me so much time. Many thanks! LIKEd and SUBSCRIBEd.

[@ExcelForFreelancers]

Glad it helped and thanks so much.

[@jmtiwari5766]

Superb explanation. This will help me a lot. Now after watching this for 3 times step by step, i will create this project and update on this. Thanks a lot.

[@jmtiwari5766]

Following line is not functioning: wrap =wdfindcontine execute .replace= wdreplaceall Is above a function ? In my work it is not functioning. Pl guide.

[@ExcelForFreelancers]

Hi thanks I am so glad you liked the video. In order to help you, we would need to see all of your vba code and workbook. Can you please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel and upload your workbook and include the full screenshots so we can see help you with your issue. Thanks very much.

[@mealax]

Un-believable, Thank you Sir, I am much happy to see this video, thankyou thankyou thankyou so much for sharing this one. I pray for you for your this effort

[@ExcelForFreelancers]

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

[@Permik123]

Great tutorial, thank you!

[@ExcelForFreelancers]

Thank you, much appreciated.

[@vijayrawat5]

Excellent video. With this video i built a project in my previous job too helpful for the organization.

[@ExcelForFreelancers]

wow that is great to hear and I am happy to help and share

[@sarahhajarunnisya4435]

Finally!! I can run the code and it works just fine, thank you so much randy.. :D (been trying to use other codes hundreds of them and it didn't work, was so frustrated)

[@ExcelForFreelancers]

Great Sarah, I am so glad you got it to work. Sometimes these things take lots of patience, even for me.

[@sarahhajarunnisya4435]

@@ExcelForFreelancers Yes, that's true, anw thanks again randy :D

[@ronedwardyap6940]

What excel version are you using?

[@madscientist2577]

you are awesome. This is a great tutorial

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that.

[@antoniorivera1646]

Hello Randy, Fantastic video! Would you please create a video on how to create a consolidated file with all letters in it to facilitate validation prior to print or email before final delivery as an additional step of this process? Thank you!

[@ExcelForFreelancers]

Hello Antionio, thanks so much for your comment. I will do my best to add that in as well as it is an interesting idea. I have also recently done another video, similar to this, however it allows formatted data (dates, percentages, numbers, etc) to be used in Word documents. I think you will find it very helpful here: kzbin.info/www/bejne/mWW6p4l9a994ick

[@opopina]

Thank you very much, you have helped me a lot

[@ExcelForFreelancers]

You are very welcome Richard, I am happy to help.

[@randoallamani4191]

Thank you for sharing your amazing works. Is it possible to copy a shape (chart) from excel to word with tag names?

[@ExcelForFreelancers]

HI thanks there is some good information on that here: stackoverflow.com/questions/38454582/vba-copying-excel-chart-to-word-as-picture-changes-the-chart-size

[@Lamouettekamikaze]

I love your UI so much ! Good work ! Is there a way to add a dynamic table in each letter (eg a list of all order for a rien client) ?

[@ExcelForFreelancers]

Hi thanks, there is probably a way however I have not researched it. You may want to do a google search. Perhaps if its possible its something i can add to a video in the near future. Thanks so much.

[@SgtSOB]

Hi, thank you for the tutorial!!! Is there an example to have it generate everything based on the row selected and not days to and from? Basically I need my sheet to do everything you described except without the filter or the sent on features. Thanks!

[@ExcelForFreelancers]

Hi thanks so much Tom, I am glad you enjoy the video. Feel free to download my version using the links in the description and customize it to your requirements. If you would like help on this please feel free to join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 25,000 Members who would love to help you with this. Just mark the post as a PAID JOB with all of the details. Thanks so much.

[@Akulion1]

Very useful tutorial, thanks, I learned a lot!

[@ExcelForFreelancers]

That is great to hear. Thank you for your Likes, Shares & Comments. It really helps.

[@Myxomatosis269]

Thanks for sharing this, it's saved me a lot of work in my job! I've used and adapted this to make contracts at work! I do have one query if you don't mind, when replacing all the tags with values, I'd like to keep the format of the values when replacing, is there a way of adding some kind of pastespecial to the replacement.text bit?

[@ExcelForFreelancers]

Hi Jen, great question. In fact this was such a popular question I created a brand new video & training just on this formatting right here: kzbin.info/www/bejne/mWW6p4l9a994ick I hope this helps and thanks so much.

[@Myxomatosis269]

@@ExcelForFreelancers amazing! Again, thank you, you really are a lifesaver with this! Have a great day!

[@madamemonsieurhartnell8725]

This is an incredible resource and has helped us to create individual login information pages for our students, with all of their login information for different sites we use in the classroom. I'd like to use this to now make some custom cards that we can use in the classroom. I'd like to use a PowerPoint template instead of a Word Template. How do I change the VBA to PowerPoint values? Thank you!

[@ExcelForFreelancers]

Hi and thanks so much. I would be unable to write the code for that in a KZbin comment however if you would like some help, I would be happy to refer you to a qualified developer. Please feel free to email me your detailed specifications here; kzbin.info

[@SayaWRT]

hello Randy. glad to be able to get this valuable info. because I've also been looking for a tutorial like this for a long time. I hope you can read my comments and give me an explanation.

[@SayaWRT]

I just want to use one filter to export documents. So it's only L3. then after that print. How do I delete N3 code in VBA?

[@SayaWRT]

Or if I replace it with an ID code for print, suppose I replace the daysince in column M. Become the ID in column E ...? Can it.?

[@ExcelForFreelancers]

HI Rifki, make sure you download my sample from the description. You can then replace any columns with any data you like, or add new columns. You will have to make updates the variables according to my training. Since I can't see your actual application it is hard to give you advice on that however 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

[@SayaWRT]

@@ExcelForFreelancers thank you Randy, this indeed requires high accuracy and must also be focused. I was finally able to create a database for the school where I worked, which I usually make with manual letters this time easily just by making a template. if you want to see the database that I have created based on this video tutorial. You can check on my IG @SayaWRT. thanks. maybe I will often watch your other videos then I learn. the knowledge you give is very valuable. I'm using google translate

[@AhdDib]

Nice. On point to what I'm looking to do to make everyone's life easier at work XD

[@ExcelForFreelancers]

Thanks so much. I am really glad I could help.

[@AhdDib]

@@ExcelForFreelancers yeah, it's a big hit. People are astounded this is even possible lol. I knew the capability existed, but as a code enthusiast rather than professional I was unsure how best to approach it. Keep up the great work!

[@michaelquinn8680]

I love this - thank you, however I do have a question. I have a huge excel spreadsheet with the same data and about 60 letter templates (the wording in the templates is what is different). Rather than select the output template and filter the data by the letter I require, is there a way to make excel check a particular field to determine which template it generates per row? (hopefully this makes sense & thanks in advance)

[@ExcelForFreelancers]

Hi Michael, thanks for your comment. You can modify the application to create that type of functionality through an advanced filter based on your specific criteria. Then loop through the results of the advanced filter to perform the actions you want. You can also combine templates on a single sheet in a table if its only the text that is different. 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 with code screenshots here:bit.ly/groupexcel

[@akdhunt]

Hi Randy, Your video is amazing and the method is flawless! I just wanted to ask you if there's a workaround when trying to send long strings (>250 character) to Word?

[@ExcelForFreelancers]

Hi and thanks you can split larger text into multiple parts in order to send them to Word. 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

[@Joelchavarria]

This is awesome, thanks for the video! Can you give me an idea on how to create something similar but executing 2 templates at the same time for a single line of information? Thanks!

[@ExcelForFreelancers]

Hi i am really glad you liked it. You can add a 2nd column for an additional template, then, if a template exists in that 2nd column just repeat the steps you did for the first template. 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 with code screenshots here:bit.ly/groupexcel

[@Joelchavarria]

Excel For Freelancers thanks a lot! I was able to make it work. Unfortunately I don't have a Facebook, but I'm keeping an eye in here. Thanks!

[@darshanuu4344]

Thank you very much :)

[@ExcelForFreelancers]

For sure you are very welcome.

[@juliank4835]

Thank you for this really nice Video! I tried to replace a part of the header (Section 4 in the Word Template) but it doesn`t work. Can you help me, how i can integrate this into the replacement sector?

[@ExcelForFreelancers]

Hi you may want to download my sample to help you follow along. 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

[@jamesbaird7303]

Thank you this was a massive help! ive been trying to create something simuliar but couldnt get the template to fill correctly! I have one question though - the last page of my personal template is a table with 5 columns and can have upto 100 rows in the table. I cant exactly put 100 columns on each row to compensate this & fill in into the template - so i thought on 'sheet 3' we put the database of items for all the people (potentially 10000 lines & 5 columns) - to search through & select the items is easy - but i struggle to know how do i move them into the template table?

[@ExcelForFreelancers]

Hi James, thanks for your comment and I am happy to help. You may want to use a variable to define the last row where a value is contained such as LastRow = Sheet1.Range("A99999").End (xlup) Then you can loop through all of the rows above and add them to your document. 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

[@ellenjones4996]

This has been an incredibly useful video, thank you! I have a question though ... if one of the fields I need to pull into my word template is in a currency format that I want to keep displayed to 2 decimal places, how do I do that? I know how to do it using mail merge, but can't figure out how to do it from this template.

[@ExcelForFreelancers]

Hi Thanks within the code you can do a format like; Format(Sheet1.Range("A1").value,"$0.00"). 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 with code screenshots here:bit.ly/groupexcel

[@ExcelForFreelancers]

HI Ellen, This is an old comment but you can Learn How To Format Data In Word & Excel With My New video here: kzbin.info/www/bejne/mWW6p4l9a994ick

[@sunil9866195443]

Hi Randy, Thank you for the help. I would request for some other help as well regarding excel to word templates "Custom_Letter_Creator". In that, I am not able to replace the tag names with the values within excel. Can you suggest me on what to do next to get the tag names tagged from Excel to the word?

[@ExcelForFreelancers]

Hi Sunil, Thanks for your request. You posted in our facebook group and I saw your Word Document and code. The problem you were having is because your Word document was setup to track changes. All changes should be approved, your document marked as 'Final' and then Turn Off Track Changes. Once these three steps are taken, the application will work properly. I hope this helps.

[@mzc9956]

Hello! Really helpful video, one question, I'm trying to copy a large amount of text with the tagvalue in excel and it's being replaced by a blank space in the word document, however it's working perfect with other shorter strings of text, is there a rule about how many characters can be replaced in a word? Thank you so much, again, your videos are very helpful.

[@ExcelForFreelancers]

Hi Marcela, Thanks so much for your comment. I believe there is a 256 character string limit on String variables which is the cause of that. We have discussed this issue in my Excel For Freelancers Facebook Group here: bit.ly/groupexcel for some possible solutions.

[@DeepakChauhan-mn5jw]

Hi Randy, Just wanted to say thank you for the great work. Looking forward to more adventures. Deepak

[@ExcelForFreelancers]

Hi Deepak, thanks so much for your comment. I look forward to bringing you unique training videos each and every week.

[@AN-mv1yh]

This is a really good tut, one thing i would like to know is if it is possible to save file to a directory? and set the save file name?

[@ExcelForFreelancers]

Hi Ashley, its sure is easy. You can access the directory and change the name using the Name command like this: Name "OldFullFilePath.docx" As "NewFullFilePath.docx" 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

[@andrypetrus3637]

hi sir, appreciated for ur really good video. if may i’m gona to ask why having error run it on office 2013, compile error at word apps

[@ExcelForFreelancers]

Hi and thanks Andry. You are probably missing a reference library. IN the VBA editor, reset any macros, and then go to Tools > References and look for any item such as Word library that might be missing. Then scroll down, find a similar one, and select it. This should prevent the bug. 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

[@debarnobsarkar9025]

Hi! Thanks a lot for this video. Is there any way that I can copy the value from Excel to word in the same format as it was in the Excel? Your help will be highly appreciated!

[@ExcelForFreelancers]

Hi and yes you can use this video training here to do that: kzbin.info/www/bejne/mWW6p4l9a994ick

[@marshall5684]

Nice video. How could you add a "Save as" option to go with the print and email option?

[@ExcelForFreelancers]

Hi thanks for your comment. If the user has chosen the Word option, the file is already saved using Save As like this: FileName = ThisWorkbook.Path & "\" & .Range("E" & CustRow).Value & "_" & .Range("F" & CustRow).Value & ".docx" WordDoc.SaveAs FileName So if you wanted to use Save As (without Emailing) you could just create code to skip the email part. (you also may want to set a default folder location in which the new Word Document is stored) 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: bit.ly/groupexcel

[@SSerillo]

Randy, i removed code for emailing, so document which is created usually got saved in folder where is excel file, but sometimes happens that created document wants to overide template with all the tags in. Do you know why that is happening?

[@SSerillo]

I think i realized why..cuz one of the cells i named to be taken for file name was date..when i am inserting date manually word doc was saving it in folder when my excel is..and when i used function =today() i guess it didnt recognize it so word tryed to overwrite file where tags are.. its a bit cinfusing cuz rest of the cells which iam using to name a file also are functions(vlookup) but still word is getting saved correctly

[@SakuraSamora]

Great video! I am trying to use this method for a slightly different project. I have a list of employees all transferring to different positions within the company. What I'd like is to create the ability to create custom transfer letters (word doc/pdf if possible) based off their transfer type. I have the templates listed and am working on the actual coding which tells excel how to determine which template to use for which employee, which would be based on a cell in their row showing their transfer type. I'm having trouble figuring out how to alter your coding for that though. I have the drop down list for choosing the template. Also, is there a way to add the ability to choose which rows to include, in case you want to create a template for just one or a few rows?

[@ExcelForFreelancers]

Hello Sakura, thanks very much for the comment and I am really glad you liked the training. What I would do is this.... Create a two column list in the setup screen that ties your Template Name to a Long File Path for those word templates. Then you can assign a template name to each employee in a new column. When you want to create the letters use two loops..... the first loop will run through all of the Templates putting the template name in an advanced filter. The results of that filter will be in new columns on the employee sheet (usually to the right of the main Employee list) You can then use the second loop to run through all of the results for that single template so that letters for all employees who use that specific template get created. Once all of the letters have been created for that template you can then move to the next template with a new Advanced Filter. This will allow you to create different templates for different employees. I hope this helps. If you would like help creating this, i have some developers I can refer you to. Just email me here: [e-mail]

[@tranzval]

thanks a lot

[@ExcelForFreelancers]

You are most welcome and thanks. :)

[@partymusicmusic6900]

Hello Mr. Austin, great videos!!! I was wondering when creating these letter in .pdf files can we create them to take electronic signature as well?? is there code we can use to create the signature block when the PDF letter is created... thanks,

[@ExcelForFreelancers]

Hello there, It may be possible. Basically, anything you can do with keyboard shortcuts, you can do with Excel. For example I have a video that will automatically fill a pdf with Excel data, adding a signature may be possible IF you can do it with shortcut keys. (so you would first want to put away your mouse and see if it's possible to add a signature with your keyboard only) If so, then map out all the steps, then in VBA use Sendkeys to add the signature. See this video to help you through the process: kzbin.info/www/bejne/q4aYZnl5l7V7eas

[@m.ukadike5071]

Thanks for the great class! I'm having an issue with the MATCH function. I'm getting a #NAME? Any reason why this would e the case? All the syntax looks correct.

[@ExcelForFreelancers]

Hi Megad, this happens generally when you have misspelled in a named range. Please double check the named ranges is exactly spelled as the one you have created.

[@sarahuntington7749]

Hi Randy! First off you are awesome! Thank you for posting this tutorial. I have a question regarding the Word Letter name/address fields. I have coded for 2 names...but there's not always a 2nd person. Same for address. I have the address set up as mailing address 1, mailing address 2 (apartment number, etc.) and mailing city, state, and zip. Sometimes there's no 2nd person or mailing address 2 and then I have a blank spot in my name/address area in the word doc. What would be the simplest way to remove the blank spots in the address without having to manually format each word letter? Thank you in advance!

[@ExcelForFreelancers]

Hi Sara, Thanks for your comment and I am glad you enjoyed the training. You can wrap the replacement statement in an If/Then statement to run a test in Excel first to see if there is a value, if not, then remove the inside Word and replace it with nothing, otherwise replace it with the 2nd name. I hope this helps and thanks.

[@scottring]

Hi, thanks for the great video! I'm wondering if there's a fool proof way to maintain the links between the Excel and Word files so that the "app" will still work if i send the files to someone else?

[@ExcelForFreelancers]

Hi and thanks Scott, yes there is. You can use a Dropbox shared file link so that anyone you send this to will have downloadable, or shared, access to the file. I hope this helps and thanks.

[@lfk8559]

Thank you so much for this. I was wondering if there was a way to also copy the formatting of the Excel text into the word document?

[@ExcelForFreelancers]

Hi Lasith, thanks so much. Yes I have exactly that video training right here: kzbin.info/www/bejne/mWW6p4l9a994ick I hope this helps and thanks so much.

[@lfk8559]

@@ExcelForFreelancers thank you so much for this!

[@kashifkhanspecial]

Hi, Thank you sir for such a knowledgable video tutorial, I have one request to you, can you please make a video tutorial about how can we connect excel to SAP and fetch data from SAP through VBA, and second video about how can we edit or a filling PDF from excel VBA. Thanks in advance Kashif

[@ExcelForFreelancers]

Hi Thanks very much. I will add the SAP to Excel via VBA on my list, so thank you for that. For, Filling a PDF from Excel I have that here: kzbin.info/www/bejne/q4aYZnl5l7V7eas I hope this helps

[@kashifkhanspecial]

Hi, thanks for reply

[@1313eyal]

Question & thanks Hi, Thanks 🙏🏻 great file I’m have one problem with it When the cell contain more than 255 characters nothing from it goes to the document.. Please help ;)

[@ExcelForFreelancers]

Hi Thanks very much. You can split the text in parts which is one solution but I also seem to remember this topic coming up in our group a few times. Can you join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel then search for "256" in the group. (or create a new post if you cannot find it) Other people had this question as well, and our members came up with a few solutions. Thanks very much

[@anand9985]

Nice video

[@ExcelForFreelancers]

Thank you very much. :)

[@t.austin6808]

Which one of your videos is best for creating a form to track incoming requests?

[@ExcelForFreelancers]

Hi, thanks for your comment. I think if you create the form in Google Forms Sync is a great way to go since you can sync the form responses to Excel AND send out customized email responses here: kzbin.info/www/bejne/e3LCYaOVbqprq5I I hope this helps

[@amroualhosyn8847]

Good Evening, Thank you very much for this helpful training, I was practicing this code, and all working very fine except for the email as I'm not getting the attachment inside the email although it is getting saved in the folder but it's not getting attached in the email, can you please advise what is the possible reason for this and how to solve it? thank you in advance.

[@ExcelForFreelancers]

Hi Amrou, 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 30,000 Members who would love to help you with this. Thanks so much.

[@brandonzayid3147]

This videos is great! One quick question, how would I go about packaging the template and the excel together? Meaning lets say I want to share this with my team and want to email it so they can all use it and edit the excel while always using the same template. When I save it, the file location still says my C:\Users\my name. I would like for someone to be able to just run this macro and have it produce the template.

[@ExcelForFreelancers]

Hi a great way to do this is to make the link dynamic (or clear out the link and have them browse for the location of their template) I also showed how to share applications, data and links in this video here which should help: kzbin.info/www/bejne/aXaZdquNjtiWfrM 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

[@b1d1s]

Hi, thank you so much for all the information! I have a question: The template's header in word is the only part not updated when creating a word or a pdf file. Any idea? I have pasted the same from another field in the same page but only the other field updates, not the header..Thanks in advance!

[@ExcelForFreelancers]

Hi there, The header would use a different vba code to update it. You can search for "Word VBA Edit Header" on how to update this. I hope this helps and thanks.

[@b1d1s]

@@ExcelForFreelancers ΟΚ, thanks again!

[@b1d1s]

@@ExcelForFreelancers One more thing: Do you happen to know a way for the default signature to be shown when the email is created?

[@juani0505]

Thank you for the tutorial. It's really amazing! I was wondering if there is a way of doing the search & replace with a version of Microsoft Word Object Library other than 16.0? I think the code may not work with older versions of MS. excel

[@ExcelForFreelancers]

Hi it should work fine, however you also may not need to use a Word object library if you use Late binding. Here is another similar training video on this: kzbin.info/www/bejne/mWW6p4l9a994ick

[@juani0505]

@@ExcelForFreelancers Ok Thank you. I'm gonna check it out!

[@noemimarcolini6188]

This is fantastic. Is there a way to choose which row to print? The only thing I can think about is a condition (like days from)

[@ExcelForFreelancers]

Hi Noemi, thank you for your comment. You can write a Selection Change event code in which when you select on a row, that row is then placed in a specific cell. You can then create a macro to "Print Selected Customer' so that only the customer in that row will be printed. I hope this helps and thanks so much.

[@noemimarcolini6188]

@@ExcelForFreelancers this is actually smart. Thank you

[@joniedeltolentino9067]

this is a very wonderful video. is it possible to add images or pictures on the attachment?

[@ExcelForFreelancers]

Joni Depp Hi thanks very much. Sure it's definitely possible. Have a look at my personal Birthday Card Creator video which also has picture attachments : kzbin.info/www/bejne/rZOli5KlibF3ipY

[@joniedeltolentino9067]

thank you for the prompt response, i was very impressed with how you explain things with your tutorial! everything was explained in details.I have an additional question though, would it be possible to make the image as part of the email body? like sending it as an html body? i'm really new with automation and i want to learn more. Thank you and more power to your channel!

[@ExcelForFreelancers]

Hi Thanks very much. Yes that is possible as an HTML body. I will add this to my list of videos in the future so i can create a step by step tutorial. Thank you for your comment and suggestion

[@joniedeltolentino9067]

that'll be wonderful! thank you and more power to your channel!

[@eurikamerleau]

Would it be possible to include conditional paragraphs based on the Excel variables?

[@ExcelForFreelancers]

HI yes absolutely. You have a few choices. You could add conditional variables or conditional paragraphs. If paragraphs, you can use separate cells for each paragraph then include/exclude those cells based on your specific conditions. 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 with code screenshots here:bit.ly/groupexcel

[@netrubha]

Thank You for Your Video Tutorial.. Is it possible to get an output as ZIP file (containing multiple different unique Word templates) or directly save multiple word files based on a selection.. This will reduce a lot more time taken for generating each and every template document for a given. I am planning to use this for generating a set of documents for a given record, which needs to used for documentation in finance sector.

[@ExcelForFreelancers]

Yes certainly it is possible. This video I created on Zipping files should help you out: kzbin.info/www/bejne/pZa2enVreaiakM0

[@SamiLibraryDream2030]

great job. well done. but why i can't add template?

[@ExcelForFreelancers]

Hi thanks make sure you download the free workbook using the links in the description. You can then follow the instructions to add your own template. 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 with code screenshots here:bit.ly/groupexcel

[@haddadiabdraouf]

Hello sir, How can I send data for exemple from day 01 to 30 in one word or pdf file

[@ExcelForFreelancers]

Hi it depends on where you get the data from but this video shows you how to automatically fill in a PDF form: kzbin.info/www/bejne/q4aYZnl5l7V7eas and you can then email them 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 with code screenshots here:bit.ly/groupexcel

[@xikopakau6672]

Hello... Thanks for this video!!!! However, can we do the link from excel cells to the word document on the Header and/or Footer?

[@ExcelForFreelancers]

Hi and thanks yes you can also customize the header and footer within VBA. Here is a link on how to do that. docs.microsoft.com/en-us/office/vba/api/word.headerfooter

[@eljeanieblaschczok1054]

Hi, thanx for the great video. I am struggling because I get an error at Dim WordContent As Word.Range. Is this object refrenced anywhere?

[@ExcelForFreelancers]

HI you may be missing a Reference Library. So before there is any bug, in the VBA, go to Tools, References and check for something MISSING, even if nothing is missing search the list for Microsoft Word Object Library and select that. This should fix the issue.

[@shubhasis85]

@@ExcelForFreelancers I am getting a error stating user defined type not defined in 6th line for worddoc creator.How to fix.

[@hirukarucm1133]

So many great tutorials. Now i have to find a way that excel create a word document in a specific folder (if column c = 2020 then foldee 2020) and giving the document a name with info in the spreadsheet table. And then placing a link to that document in the excel. (student tracking database) where lots of text needs to be written without losing track of it.. Any suggestions?

[@ExcelForFreelancers]

Hi and thanks so much. you can create a full file path and pace it in Word. I believe you can insert hyperlinks word document using the Hyperlinks.Add command. More info on that here: docs.microsoft.com/en-us/office/vba/api/Word.Hyperlinks.Add

[@sachinshinde5997]

This is very helpful... Sir is this possible using Gmail account instead of outlook account.. If yes please make video on it.... I will be very thankful to you...

[@ExcelForFreelancers]

Hi thanks yes you can use gmail. just search my channel for "Without Outlook" as I have a video on that. Thank you for your Likes, Shares & Comments. It really helps.

[@eurikamerleau]

I'm curious if this could also be applied to InDesign templates?

[@ExcelForFreelancers]

I believe it is possible and for Adobe products we do have the ability to add data to fillable PDF's (using pdfs created by Adobe InDesign) You can see more in this video: kzbin.info/www/bejne/q4aYZnl5l7V7eas

[@ogechinnadozie7284]

This is the video I've been waiting for. Thank you for an outstanding and detailed tutorial. After writing the macro, the "add template" and "create Now " button seem not to function. Am I suppose to assign a macro to those button? A response will be greatly appreciated.

[@ExcelForFreelancers]

HI and thanks so much. Yes you will want to make sure to assign the appropriate macros to the buttons. Also feel free to download my sample using the links in the description.

[@ogechinnadozie7284]

@@ExcelForFreelancers Thank you

[@ogechinnadozie7284]

@@ExcelForFreelancers I've just completed writing the VBA code but each time i click on "create Now button" nothing happens neither an error message pops up but I notice the word doc comes and goes in toolbar below. Is there something, I am missing?

[@ExcelForFreelancers]

Hi it would be hard to know unless we see your code. Please upload screenshots of your code and details in a post 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.

[@ogechinnadozie7284]

@@ExcelForFreelancers Thsnk you Sir, I've sent a request to join the group but it's not yet accepted.

[@azumahia]

Could you demonstrate this in LibreOffice Calc 7.2 or lates version?

[@ExcelForFreelancers]

Hi and thanks for your comment. My training videos are only in Excel. I hope this helps and thanks so much.

[@nareshbhandari3046]

This is a great video. I was wondering if these codes could be used in Publisher!

[@ExcelForFreelancers]

Thanks so much. Generally VBA can be carried throughout Office Products but some changes would be required.

[@nareshbhandari3046]

Excel For Freelancers Could you please suggest what changes need to be made? Or may be post a video? Thanks!

[@ExcelForFreelancers]

Hi perhaps you can post your specific question in our facebook group as we have 6000+ members who can help you with that? Feel free to join here: bit.ly/groupexcel Thanks very much.

[@khrikette]

Hello! Just came across your video. This is the closest dream letter creator I could find. My question to you is, is there away to keep a continuous tracking system of what was mailed/emailed? I'm working on a large file for my employer and would like to be able to automate that tracking as well. I appreciate your time!

[@ExcelForFreelancers]

HI and thanks so much. Certainly you can keep an email log. On a separate sheet determine what information you want saved and then for each email created add a new line to that log. I hope this helps and thanks so much. Please check out our School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries

[@danyssuyanto]

Nice work. Can you help me to name output file to template_firstname_lastname?

[@ExcelForFreelancers]

Hi thanks for your comment, you can just add the variables as part of your file name like FirstName & "_" & LastName & ".pdf" 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 with code screenshots here:bit.ly/groupexcel

[@abdullahquhtani8058]

Great. BUT :-) 1- Is it possible to select specific customers and send or print their data? 2- Is possible to assign specific template for each customer? 3- The most important one, is it possible to send or print automatically as a reminder for example send emails in specific date and time? Thank you.

[@ExcelForFreelancers]

Hi thanks for your message and comment. 1) Concerning your first point you could certainly add in an IF/Then statement within the VBA code loop to check for a specific customer 2) You Could create a customer list, then assign a specific customer per template, sure, 3) Emails can be scheduled and set at specific dates & Times. Please see my Automated Email Marketing video on this here: kzbin.info/www/bejne/gWTLg5J6ptB3p7c

[@vikashooda6146]

Hi can i add columns in the excel sheet for changing more fields in excel templates.

[@ExcelForFreelancers]

Hi Vikas, thanks for your message and comment. You are free to add or remove columns or customize the application as you wish. Please keep in mind that changes within the worksheet will also require updates to the VBA code. 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

[@brandonzayid3147]

Can you possibly show/tell me how I might be able to add an attachment to the document that was created? I would like to add a tab on the excel workbook with a list of forms and have that list/table be put on the second page of the word document created.

[@ExcelForFreelancers]

Hi Brandon, thanks for your comment. I have created an Attachment Series (2 Parts) that I think you will find helpful here: kzbin.info/www/bejne/r5WVhKFsac2bp6M

[@marcusperry9214]

Just subscribed for your channel. This is outstanding training. I created a table myself and followed your instructions, everything worked great, but I noticed that when I click on "Create Now", it opened an email with attached document for each (all) of my customers. Did I do something wrong? or could I add a condition to create for only the customer I select? My database doesn't have some of the rows you have (i.e. "last template sent", "sent on".

[@ExcelForFreelancers]

Hi Marcus, thanks so much for your comment. You will certainly want to add at least one column to determine 'when' an email should be sent, unless you really do want to send it to all your customer. It sounds like you did everything right but you will want to add some type of If/Then statement to only send to customers based on a condition, and that condition is of course up to you.

[@marcusperry9214]

@@ExcelForFreelancers Thanks for the great feedback. You got a great channel!

[@chrisllabres916]

Hi - this is great. I've replicated this process and am trying to have more text inserted to a field in word, . The text I have is a rather long description. Every other field i have is relatively short and populates with ease. However these will not populate. Any suggestions?

[@ExcelForFreelancers]

Hi Rant, there is a 256 character limit when adding string variables so you may want to separate them if they are larger. 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

[@rahulk7738]

Awesome! Is it possible to replace a phrase in the template with a paragraph.

[@ExcelForFreelancers]

Yes sure, you can create a table with the first column being phrases and the 2nd column being paragraphs. You can use an Index/Match formula to match them up and replace them. 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

[@abrarabushaikh]

Hello Sir can you please upload a video.... How to do typography in excel pls...

[@ExcelForFreelancers]

Hi thanks for the idea. I will take it into consideration. Thanks so much.

[@abrarabushaikh]

Thank you Sir....

[@lesgordon5031]

Thank you again for a fantastic video. However I'm wondering, when you display the email at the end, how can you regain control. How does your application know whether the email was actually sent? It seems the user could do anything with that email including changing the attachment.

[@ExcelForFreelancers]

-HI Les, thanks so much for your comment. Within the email code we use .Display to display it, however once the code is working properly, change .Display to .Send, which will send the email without displaying it first. I hope this helps and thanks so much.

[@lesgordon5031]

@@ExcelForFreelancers Thanks for that. I noted that change in the code. But, if you give the user control (I think in a later video you have the option to Preview (Print or email) ), once you have given that control, can you still track what happens? can you tell if a previewed email is actually sent? As an extreme, could you check Outlook to see if it had been sent?

[@ExcelForFreelancers]

Yes sure you can always create an email log in Excel which records all of the details of the sent email. I hope this helps and thanks so much.

[@Dedalus94]

Great tutorial! I know I'm late to the party here, but I had a couple questions if you had the time. Most importantly, how would one have the find and replace find and replace text in headers? Word has an option in advanced called "Search" and the drop-down "All" allows the f+r to search for text in headers but I don't know how to translate that to the code. Secondly, is it possible to have an option that just saves the letter (as a docx) rather than email or print it?

[@ExcelForFreelancers]

Hi and thanks. I have not tried using Find & replace with the headers, however with some research, I am sure you can find a way. You can save the word document through VBA certainly. 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

[@nrbrtmuller]

Awesome tutorial, this could help me a lot. But I tried to add word template and get a runtime error 91, Object variable or with block not set. How can I fix that?

[@ExcelForFreelancers]

Hi Norbert check to make sure you have specified a sheet such as "With Sheet1" it would be hard to know the exact cause of the issue without seeing it. Can you upload screenshots of your code and application in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel Thanks so much.

[@simonleipold3072]

Great work ☝️👍👍👍 can you show us the code how can I transfer pictures from excel to word? Vba

[@ExcelForFreelancers]

Thank you Simon. I will do my best to get that done for you. Much appreciated.

[@alexanderdombros908]

Hi there, Firstly thank you for the tutorial, this really helps. I am having an issue with importing documents from OneDrive as due to the file path of the word document being fixed to my user profile, it does not allow for colleagues to use the macro as they have a different user profile/file path. How do I overcome this problem by changing the file path? Thanks in advance.

[@ExcelForFreelancers]

Hi Alexander thanks for your comment. You will want to split the path and use a cell in any worksheet to contain the first part of the path. This is where users will enter their own path to OneDrive. The 2nd part is the file name. In VBA you will then combine the first part of the path with the 2nd part, creating a full and accurate path, regardless of the machine. Just make sure each user adds their own one drive folder path to that specific cell you have assigned. 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

[@alexanderdombros908]

@@ExcelForFreelancers Thank you for the assistance, I have joined the group but was unable to get a solution.

[@tom2976tom]

Hi Randy, I need to customize letter for invoice, is it possible to add on extra column on the customer sheet? Tq

[@ExcelForFreelancers]

Hello Thomas, Thank you for your comment. You can customize this as much as you like. Please keep in mind that changes must also be made within VBA and that required a good understanding of VBA as well. 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

[@tom2976tom]

Excel For Freelancers I have bad understanding of VBA, will try to amend and let u guys have a look. Thanks.

[@shuvotanvir9857]

Nice

[@ExcelForFreelancers]

So nice of you Shuvo. Thanks.

[@lifelessons9139]

Brilliant work Mr. Randy Austin. Two Thumbs up for the amazing tips throughout the video. However i get stuck at the TagName and TagValue stage, when running the macro. Run-time Error '438' : Object doesn't support this property or method. Getting the variables correctly printed in immediate window, but Stuck when Replacing variables in WordDoc. --> Template Name: F:\Templates\CoverLetter-Story2.dotx --> SaveAsTemplName: F:\CoverLetterDir\2191_Story2_2019-05-16-15-45-04.pdf Any further help is appreciated. .

[@ExcelForFreelancers]

HI Life Lessons, thanks so much for your comment. I am glad you enjoy the training. It is hard to know the exact cause of your issue since I cannot see the code. Can you please upload a screenshot of your code and application in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel we have 18,000 members who can help you with this. Thanks so much.

[@SUR-NI-VARA]

👍 Can you please have Gmail setup instead outlook, option to send or save as draft. Thank you

[@ExcelForFreelancers]

HI nd thanks for your comment. I do have that already right here: kzbin.info/www/bejne/onm3Yahor6t1pbM I hope this helps and thanks so much.