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

[@ExcelForFreelancers]

🎄 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗔𝘀 𝗕𝗿𝗶𝗴𝗵𝘁 𝗔𝘀 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗟𝗶𝗴𝗵𝘁𝘀 - 𝗨𝗽 𝗧𝗼 𝟱𝟱% 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗙𝗼𝗿 𝗬𝗼𝘂! 👉 www.excelforfreelancers.com/XmasSale2024_YTPinnedComm

[@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.

[@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

[@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.

[@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

[@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.

[@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

[@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

[@devesh938]

Fantastic session, To the point and very helpful. I saw the whole video and I do have a question related to it. what to do if we need to create a single word document for a customer having multiple line items or multiple details. Will storing unique items in VBA dictionary work ?

[@ExcelForFreelancers]

HI and thanks yes you can do that for sure, however you can also use VBA to loop through the related customer data. For example lets say you have a Customer Table and you need information from that customer table, and you also have an Invoice Table with customer details. You would extract information from that customer, and then also you would use the customer iD to run and advanced filter using the customer id or perhaps the invoice id and extract the results of the data to add to your letter. I hope this helps and thanks so much.

[@devesh938]

@@ExcelForFreelancers thank you so much. it worked perfectly as expected.🙌

[@ExcelForFreelancers]

Ok great, I am happy to help

[@devesh938]

Hi @@ExcelForFreelancers , would you be kind to assist as every time i use the storage or loop it only work for one particular tag name. same details are updated in every tag name. to understand what i'm trying to do we can change the first and last name with the entities name and in place of last appt. date we can have account numbers. so i need to create unique word document basis the template i have. End result should be only one document saved for unique entity name and document should contain all the account number provided in the data against unique entity. so if an entity appear in data 5 times then only one document should be created and since all details except account number are same they will be updated as they are only once and for account number if it appears 5 different types then it should update the tag name as (a/c1 & a/c2 & a/c3 and so on). would be a great help if you can spare some time and help me out. 🙌

[@ExcelForFreelancers]

Hi , 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 60,000 Members who would love to help you with this. Thanks so much.

[@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

[@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.

[@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!

[@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.

[@hassanjabali1587]

Hi, what if I don't want to use outlook for emailing, is there a way to use a different program? and can I just save the word documents generated instead of going through the email option. I would like to go through the documents before sending them if they are for certain clients.

[@ExcelForFreelancers]

Hi and thanks so much. I have created a training just for that right here: kzbin.info/www/bejne/jaCmpoV8etp0eck I hope this helps and thanks so much.

[@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.

[@hazelnuts590]

Excellent, I want to create a similar template for just one row of data at a time that is not sent as an email, only for one template. Is there a simpler way to do it? Thanks.

[@ExcelForFreelancers]

Hi Hazel, thanks so much for your comment. You can have a look at this training which might help: kzbin.info/www/bejne/mWW6p4l9a994ick

[@hazelnuts590]

@@ExcelForFreelancers hello, how do i write the code for it? Any suggestions?

[@ExcelForFreelancers]

HI Hazel that is more than I could explain inside a KZbin comment. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/

[@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.

[@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!

[@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.

[@mindtricky]

In the loop that copies all the data, how do u send currency that formatted as currency in word?

[@ExcelForFreelancers]

Hi and thanks for your comment. I have another video that allows you to customize the formats for this here: kzbin.info/www/bejne/mWW6p4l9a994ick Thank you for your Likes, Shares & Comments. It really helps.

[@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.

[@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.

[@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

[@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.

[@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

[@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

[@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.

[@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

[@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

[@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

[@xnet3]

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

[@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

[@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

[@tukez3785]

Hi! If you filter your data, how can you go through only visible rows?

[@ExcelForFreelancers]

Hi and thanks, you can run a loop through vba and check if a row is hidden or not (Range("1:1").entirerow.hidden= true ? Then do something based on if it is true 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

[@amadanes]

how can I download this spreadsheet? is it available in any of your workbook packages?

[@ExcelForFreelancers]

Hi, 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.

[@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

[@DoraDing-i6w]

This super great tool! May I Know how to download the file, the above link is not working...Thank you!

[@ExcelForFreelancers]

Hi and thanks very much. I have clicked the download link and it seemed to work fine for me, what was the issue you had? Which link did you click? Thanks again

[@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.

[@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

[@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!

[@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.

[@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

[@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

[@silverfunnel6819]

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

[@ExcelForFreelancers]

Glad it helped and thanks so much.

[@tgmcnaughton]

Hi Rick, I bought the "150 Workbooks" product and have extracted it. I am interested in this lesson - the "Custom Letter Creator." I can open and view the file, but no Word Templates are included. Am I missing something? Shall I make my own? Would be nice to have your templates to work from. I have an Office365 subscription. Thanks, Tim McNaughton

[@tgmcnaughton]

no problem - was very easy to make my own. Thanks.

[@ExcelForFreelancers]

HI Tim, thanks so much for your purchase. I really appreciate it. You can use any Word document you want, or just create your own templates in just a few minutes. Any Word document at all would work just fine.

[@tgmcnaughton]

@@ExcelForFreelancers thanks much. Your materials really helped me solve a big challenge.

[@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.

[@JoeWard101]

do you have an example file such as the one in the video?

[@ExcelForFreelancers]

Hi, 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.

[@surveyreadyTX]

I need this for work. I have 6 different letter templates that must be sent to parents pertaining to discipline when there is an infraction by a student. Do you have a template?

[@ExcelForFreelancers]

Hi Nicki, thanks so much. 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.

[@altostrata7018]

What versions of Excel and Word are required to do this?

[@ExcelForFreelancers]

HI Alto, you can use any version of Excel. I used 2010 to create this. I hope this helps and thanks so much.

[@fuzzyfernie]

Does anyone know how to add a field which depending on the world selected would turn into checkboxes? For example have a with either clickedbox or emptybox as the criteria. If the word clickedbox is in the list a checkedbox would show up on the pdf and if empty box then an unchecked box would show up on the pdf.

[@ExcelForFreelancers]

Generally in PDF's you can check a box using the space bar, and if you want to skip the checkbox, without checking it use tab. So if in Excel you have a True/ False option to check the pdf you could do something like: If Sheet1.Range("A1").value = True then 'Check SendKeys " " SendKeys "{TAB}" Else: SendKeys "{TAB}" End If Something like that would work as we are using the space to check, then tabbing, or tabbing without space. 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

[@91alezander]

It is possible to generate a word template from every excel row individually. In excel I need a button to appear on every new row I populate with data and the button must open the word template that was fill with the data that I populate the row. And also i need the autofill word template to be save in a specified location. Thank you!

[@ExcelForFreelancers]

Hello Alex, yes that is certainly possible. You can add a single button on your sheet which will change positions as you select a row (See my video on in-line row controls here: kzbin.info/www/bejne/roC6e3yifJ2Le6c ) You can then auto-fill, format the word document and save it with a custom name in a a specific location using this training here: kzbin.info/www/bejne/mWW6p4l9a994ick I hope this helps and thanks.

[@91alezander]

@@ExcelForFreelancers Can you tel me what line of code to use to open and save de pdf. file that is atash to the email? Thank you so much for your answer and keep up the good work.

[@ExcelForFreelancers]

Hi Alex, I have a video coming out tomorrow that will answer all of these questions. Here is the link so when it is released tomorrow make sure you watch it: kzbin.info/www/bejne/bJfSpWSKlMxkmq8

[@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

[@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.

[@sabesana1314]

Sir, can you please explain DEET.. meaning defining rows ad column

[@ExcelForFreelancers]

HI and thanks. I don't know what it is as well.

[@sabesana1314]

​@@ExcelForFreelancers range so this is last name and this is first name address so what I've done is I've added DEET these symbols before so... what is DEET

[@sabesana1314]

took your excel modified.. kept column etc. same.... am getting error as in DIM WordContent as Word.Range... how do i go about

[@ExcelForFreelancers]

On the word.range issue, in the Visual Basic screen check Tools > References and make sure to add a Word Object Library as it may show MISSING. 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

[@sabesana1314]

many thanks its working. one more help, is it possible to embed password to all these multiple files getting created.. so that the attachment goes with password. sorry to bother

[@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

[@ME-pu1pp]

Hi sir. Thankyou for this. I have 1 question. Do you know how to import the data from another excel? I don't want to write the data one by one, instead I want to import it from another existed excel. Is it possible? Do you know any method to achieve this??

[@ExcelForFreelancers]

Hi and yes sure its possible. I created a series called 'Import Manager' in which I show you how to do that. You can locate this series of videos in my Playlists. I hope this helps and thanks so much.

[@ME-pu1pp]

@@ExcelForFreelancers waaaah thanks a lot sir. Your videos are the best👍🏻

[@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

[@betopalou7772]

Fantastic work, really useful. But I have a problem trying to run the macro whit "Set WordTempLoc = Application.FileDialog(msoFileDialogFilePicker)". WordTempLoc is Nothing. Could you help me?

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that. This issue could happen on a Mac computer which uses different code in which you can find here www.macexcel.com/ 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

[@betopalou7772]

Many thanks!! Is it possible to format the targets written in the Word document?

[@ExcelForFreelancers]

Yes Beto, it is. In fact I created an updated video on exactly how to do this here: kzbin.info/www/bejne/mWW6p4l9a994ick I hope this helps and thanks so much.

[@betopalou7772]

@@ExcelForFreelancers Great Macro!! I’ve seen it and it’s really useful. I only have another question, if I may. I’ve tried with number format where miles separator is “.” and “,” is for decimals, but it seems that it’s not working despite my excel has that configuration. Do you know how to fix it?

[@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

[@simracer1256]

Hi there. Is there a way to export the data to multiple documents? For example, if I had three documents that required the same data being merged, could I do that with a single click?

[@ExcelForFreelancers]

Hi and thanks I have a training that will show you had to share and sync your macro-enabled workbook here: kzbin.info/www/bejne/l3y5Zqabj9KceNU

[@erickwright2360]

Hi, Randy - How can we use this method but alter the code to 1) populate the body of an Outlook email instead of a Word doc or PDF? And how might we 2) add other existing Word or PDF attachments instead? Great videos by the way!

[@Permik123]

Hi, for additional attachments just add the line .Attachments.Add "Full file path here" once more in the code. Hope it helps.

[@ExcelForFreelancers]

HI Erick Thanks so much for your comment, Do add Excel Info to the body of the email there are many great ways (if its just data you can see many of my training videos just search 'Outlook' on my channel. To add HTML to outlook search my channel for "HMTL", also, adding attachments I have also done a lot of, so feel free to search my channel for that as i have done this in over 10 videos. Thanks again.

[@erickwright2360]

@@ExcelForFreelancers Thanks so much for your response. I will look search for the videos you mentioned and attempt to incorporate the necessary VBA. Much appreciated!

[@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

[@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.

[@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?

[@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.

[@91alezander]

Hello Sir, can we increase the excel 255 character limit?

[@ExcelForFreelancers]

HI and thanks for your comment. There are some possible solutions to this limit discussed here: stackoverflow.com/questions/12386414/excel-use-formula-longer-that-255-characters

[@Wawikirsinger]

thanks very much for the lesson but how can i just save the "letter" created instead of email or print?

[@tgmcnaughton]

comment out this line in the subroutine CreateWordDocuments: 'Kill (FileName) 'Deletes the PDF or Word that was just created

[@ExcelForFreelancers]

Thanks for the question Christian and thanks so much for answering Tim. That is correct.

[@monicaxix]

@11:23, what does DocTemplate refer to please?

[@ExcelForFreelancers]

HI Monica that refers to a Word Document. Thanks very much for your comment.

[@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.

[@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.

[@noahluck1504]

If the text I want to replace the placeholder with has multiple line breaks but I don't want to split it onto different cells, is there a way to make Word recognize these line breaks and fill in the text accordingly? Thanks.

[@ExcelForFreelancers]

Hi Noah, yes I believe there is a way to recognize line breaks in Excel, you can use the Replace command and look for Char(10) then replace with is with perhaps VbCr. I did this in one of my videos however I am not sure which one. 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

[@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.

[@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.

[@saraducky]

How would you do this exact same activity but with more than one database information.... example if you often write to particular medical providers, but then you also need to select a particular person or claimant in which has different set of data... example address, dob, date of accident, client name,email or mail specifications based on clients preference

[@ExcelForFreelancers]

Hi Sara, you can download my application and customize it for multiple databases, however if you need help with customizing this I can refer you to a a developer who can take care of this for you. Please feel free to email me a detailed scope of your project here: [e-mail]

[@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

[@oyatullonimatov3840]

Hello, I am very grateful for your work. Please tell me how I can add new columns, because my table has a lot of columns. When adding new columns, the macro does not work.

[@ExcelForFreelancers]

Hi and thanks so much for your comment. When adding new columns the code must be updated which requires a high level of VBA skill. (I could not explain all of this in a KZbin comment answer) I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/

[@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

[@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

[@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.

[@LuxmeInternational]

Very informative video. I tried flowing along, but the workbook doesn't work. I cannot add a template.

[@ExcelForFreelancers]

Hi I am glad you like the video. Make sure you download the free sample using the links in the description. 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

[@jamespearson3378]

I have a question around the template you're using, "Customizable Letter Creator". Did you create this yourself, or is it available somewhere for download? I can't seem to find it anywhere.

[@ExcelForFreelancers]

Hi James thanks very much. This is just a simple letter I created in Word. You can create your own in just a few minutes. As far as the Excel application you can download a free copy of that using the links in the description. Thank you for your Likes, Shares & Comments. It really helps.

[@shubhasis85]

This is an excellent tutorial and excellent materials.However when i am trying to execute your code(2nd Part) creat word docs it is giving me compiling error like:Invalid outside procedure and Highlighting on with sheet 1 which is in 6th line.Can you please help me.

[@ExcelForFreelancers]

Hi, 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.

[@ericrichardson2923]

What if one of my fields will contain a list of names greater than 256k? How can I modify the VBA for this?

[@ExcelForFreelancers]

Hi you will want to limit it within 256 Characters to break it up into multiple fields either with VBA or formulas. 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

[@rajughimire6317]

Are these codes same for Office 365. And why it is showing Compile error "user-defined type not defined". Need your help

[@ExcelForFreelancers]

Hi Raju, 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.

[@rajughimire6317]

Hi thanks for this wonderful codes & tutorial. I made it work but could you guide a bit more; if I want to send email, say a confirmation letter using template & a customer ledger together. What vba code I need to use if I want to send 2 files per Customer at same time.

[@deomanchinchole5393]

It's nice but can we add attachment to it?

[@ExcelForFreelancers]

Hi Deoman, thanks so much, yes sure you can. You can search my channel for "Attachments" and find a few lessons on the subject. I hope this helps and thanks so much.

[@victorjohncantor1901]

This is a great video and very useful. However, I tried redoing the code and it doesn't replace the texts in Microsoft Word that need to be replaced. I've copied everything as it is except for the "Dim WordDocContent As Word.Range" because it produces error and VBA does not recognize the "Word.Range". Instead I replaced it with "As String". Is that the reason why the find and replace code does not work? Can you please help me with this? Thanks so much!

[@ExcelForFreelancers]

Hi Victor, that line of code is important and the reason you got that error is an easy fix. You would need to add in the Word Reference Library. In your VBA Editor go to Tools > References then scroll down until you find Microsoft Word Object Library (any number like 15.0, 16.0 will be ok) then select it and then add back in the Dim WordDocContent as Word.Range again and it should work properly. The reason that this caused an error is that this line of code refers to a specific library in Word (not Excel) so it must look for this in a specific library. When you select and add the library, it will be found. I hope this helps, thanks.

[@victorjohncantor1901]

@@ExcelForFreelancers Thank you! Now it is working!

[@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

[@ravis3165]

Sir if we add additional coloum report not generated. Kindly help us

[@ExcelForFreelancers]

Hi if you add any columns or rows the VBA code, formulas and perhaps the formats will also need to be updated accordingly. This required advanced VBA knowledge. If you try it and run into a specific problem feel free to upload your questions in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel

[@wdmaniego]

Hi, im a newbie, i would like to ask how to change or convert the value in currency. thank you very much

[@ExcelForFreelancers]

Hi you can just change the currency in the "Format" field. I hope this helps

[@wdmaniego]

i already do but when i saw the finished pdf, ii not in currency.(written : 1234.456 instead of € 1,234.45) pls. help me. tyvm sir

[@wdmaniego]

i changed the in even in word file to

[@ExcelForFreelancers]

Hi you can change it in the code like this Format(Sheet1.Range("A1","€ #,###.##") or just format the cells. 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

[@bradmcbride8195]

@@ExcelForFreelancers Hi! Not sure where to insert this into the code (assuming you are talking about the VBA module); simply formatting the cells in Excel doesn't result in such formatting moving over to the Word doc. Please advise. Thanks!

[@dbcooper488]

Hey, I've got a query on mail merge from Excel to word!!!! I wish to choose the mailmerge data source 4th row in excel. kindly advice me

[@ExcelForFreelancers]

Hi thanks you can use a variable for the 4th row and then use the cells command like .Cells(CustRow,CustCol).value 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

[@dbcooper488]

@@ExcelForFreelancers Thanks a lot for FB link.... ☺️

[@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

[@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.

[@lamsontai]

Could you please fix in case the length of the replacement text is over the limit ?

[@ExcelForFreelancers]

Hi thanks I you will want to split cells over the character limit. I hope this helps. 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

[@lamsontai]

@@ExcelForFreelancers thank you. Please accept my request for joining the group. Thanks.

[@ExcelForFreelancers]

Thanks hopefully my admins have accepted you. If not, please email [e-mail] Thank you.

[@GoshenBrand]

Very resourceful video. Thanks for this! However, I have an issue: When I export data to word, the data loses its format. (For Example: Date (October 6th 2019) in excel changes to 10/6/2019 in Word. Same thing for numbers: 875,908.23 in excel changes to 875908 in Word. What can I do to prevent these changes from happening. I'd want to retain the same format in excel, when the data is extracted to Word. Please Help!

[@ExcelForFreelancers]

Hello Bernard, I did get your email on this as well. Here was my response: Thanks so much and I am glad you love the videos. Many people just as yourself have asked this question, so I have just written your idea down on how to create a custom Word document from Excel with Date, Currency, Time & Phone Formats. In short, the way to format the text going into Word is through VBA is two ways such as Format(YourText,”mmmm dd, yyyy”) Or Application.WorksheetFunction.Text(YourText,”mmmm dd, yyyy”) You will just need to use an If/Then statement so only certain columns are formatted this way and not every column I will create a video on this as I think its going to help a lot of people. Thanks for the great question

[@ExcelForFreelancers]

Hi Bernard, I have a new video coming out Tuesday that addresses this issue here: Learn How To Format Data In Word & Excel With My New video here: kzbin.info/www/bejne/mWW6p4l9a994ick

[@ankitvasudev2008]

Can i get the VBA coding for the same..

[@ExcelForFreelancers]

Hi Ankit, 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.

[@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?

[@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!

[@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

[@wasabeiwant]

it is showing me an error with the "Dim WordContent as Word.Range" highlighting Word.Range, saying it is not defined, do I have to add something? Great video.

[@ExcelForFreelancers]

Hi Bruno, Thanks for posting your question in our group. I was able to answer your question there with the screenshot on your missing libraries. I am happy its working now. (For others feel free to join our facebook group here: bit.ly/groupexcel )

[@meetadii]

@@ExcelForFreelancers ... I am facing error 438 i.e Object doesn't support this property or method. Thanks for video

[@kingimad6243]

Did you fix it?? I have the same problem when i created my own workbook but on his workbook it works fine with the same code, I can't understand why