Mail Merge to separate documents (.docx .pdf) with custom file names and folders

[@emanuelecostantinocatanzar3042]

Everything in this video is great: the macro, the clear explanation and the details of the code, the possibility to download the files. One of the best videos ever. Thank you so much for this pearl" 👍👏👏👏👏

[@paphitisn]

Thanks for your comment. I am glad you found this usefull.

[@davethorpe5947]

This is, BY FAR, the best thing I've ever found on KZbin in the last fifteen years. You are amazing! I had to mail merge over 1200 documents, each with a unique file name based on Student ID. I don't know how I can thank you enough. Mate, seriously! Cheers :)

[@paphitisn]

Your comment is thanks enough. I am really glad this helped you, and most importantly that it saved you time. Now use that time saved to spend time with the family or go out for a drink on me :). Thanks for your comment.

[@davethorpe5947]

@@paphitisn thanks 😁👍

[@Cloutpunisher]

THANK YOU so much. I knew this was possible but most suggestions online regarding splitting mail merges are to download a plug-in which I can’t always do as a contractor !!! You rock.

[@paphitisn]

Really glad this has helped you. thanks for your comment.

[@emmagoodwin5484]

I can't believe this was so easy! Thank you so much for sharing this and explaining it so clearly, you have just solved a really big problem for me :)

[@paphitisn]

Really glad to hear that it has helped solve a problem for you thanks for your comment.

[@BKCreationz_SL]

I was searching for this process for a long time. When preparing service documents for equipment in the same models, even though mail merged and split into individual documents, I had to rename the PDF files one by one according to their serial numbers, which took a long time to open and check individually (had to repeat every month for different equipment lists). Thanks to your video, I could save my time from hours of hard work into minutes of clicking. Thank you soo much for making the life easier by bringing up this valuable video. Highly appriciate your effort and will not miss to share this with my friends as well. Thanks again.

[@paphitisn]

Really glad this tutorial has helped save you work hours. Thanks for your comment and for sharing it with others.

[@BKCreationz_SL]

@@paphitisn ❤️😇

[@TalesZuliani]

THANK YOU A THOUSAND TIMES I had a 500 pages file to split into each page for each employee and our IT block sites like "I Love PDF" your macro worked like a charm I just renamed my sheet database to "MergeData" and added the three columns

[@paphitisn]

That is really fantastic to hear. I am glad this has saved you time and effort. Thank you for your comment.

[@-sara-mohammed9968]

Sir you just saved my life!! I have 700 students to personalize a pdf file for and this just was perfect !!!!

[@paphitisn]

Awesome, i am so glad you found this and saved yourself a heap of time. Thanks for the comment.

[@spygirl43]

Thank you so much for posting this! I had a file with 50 letters and it merged into one big one. I did not want to spend hours separating. You're awesome for sharing your knowledge.

[@paphitisn]

So glad this helped you. Thanks for your comment

[@btjonaloi]

Amazing video, but even more amazing instructions, in detail, and with the possibility to skip to the part I need. Keep up this extraordinary work!

[@paphitisn]

Really glad you found this usefull. Thanks for your comment.

[@melaniefulton7437]

You're officially my new hero! I was trying to merge a document into individual files and all of the other video tutorials caused my images to disappear and the document spacing to get thrown way out of wack. This was absolutely PERFECT for my needs. And THANK YOU for making the code available for us to download.

[@paphitisn]

That is great to hear. I am really glad this tutorial helped. Thanks for your comment. Just to let you know, i also have a tutorial on merging images. Particularly great for certificates.

[@stevensmith-r3c]

Thank you so much. I had a little difficulty until I realized that I hade to keep the first 4 fields in the spreadsheet as you had them, then add my stuff after. Worked perfectly and loved the screen tutorials

[@paphitisn]

That's fantastic. I am glad it worked for you. Thanks for coming back to leave your feedback. I am sure it will help others

[@JanBolhuis]

Thank you. That's what I needed.

[@cpydiana]

Omg your comments saved my life!!! Thank you both!!

[@maureennepomuceno4525]

Amazing! Saved me hours and hours of editing files one by one! Thank you!

[@paphitisn]

That's great to hear. Thanks for your comment

[@eatcellsbiologybites151]

Thank you! I'm new to Mail Merge and I needed to create separate PDFs with the recipient's name in the file name. This video is perfect for someone who has no coding background. Your instruction is excellent! In case this is helpful for others: It took me perhaps two hours to go through the video, take notes, and prepare my own Word doc and Excel sheet to practice. When I cut and pasted the code from the .txt file, the process would not Run. Rather, I received a Syntax error. Again, I don't code, so I didn't know how to fix that. Next I deleted that Module (as he does in the video) and imported the the .bas file. When I selected Run, it worked! Holy cannoli! It worked! I'll be using this often. One million thank yous for creating this excellent video and sharing the files.

[@paphitisn]

Thankyou for taking the time to leave your feedback. I am happy you found this usefull. I will look into the text ersion of the code to see what may have cause the syntax error. I have another mothid for breaking up a pdf in to separate files which is not as good as this one but works and is great if you have been given a merged pdf document. kzbin.info/www/bejne/g6S4oa1smdSWkKM

[@jackduggan1049]

I found this after a few other attempts to accomplish this functionality which didn't work, however yours worked immediately and without issue, absolute life saver! Thanks mate.

[@paphitisn]

That's reallybgreat to hear. I am glad it worked for you. Thanks for your comment

[@peterscobbie3230]

Thanks, Nicos, what a time saver and really simplified explanation of the whole merging / save file process

[@paphitisn]

Hi Peter. I am glad you found this useful a d easy to follow. Thanks for your comment.

[@Bellacore72]

You have saved me hours of typing and saving. THANK YOU for this video. Very easy to follow and worked like a charm

[@paphitisn]

i am so happy this helped you. it really is a timesaver. Thanks for you comment.

[@jeanblaine3182]

BRILLIANT!!! And no blank page at the end of the word document!! Thank you so much!!!!

[@paphitisn]

I knew you would like this tutorial. Glad it worked out for you.

[@giridhar2324]

Hats off guru ji........from India Really i experienced my schooling days by your explanation. Its crystal clear.

[@paphitisn]

Thank you for your kind words. I am glad my tutorials were useful to you.

[@GuadalupeMay]

This is amazing... I used mailmerge so many times in the years past, and it never occurred to me to look for a solution to save it in separate files... and for a big project I'm starting, this will save SO MUCH TIME, thanks! Very well explained, on top of everything!

[@paphitisn]

Really glad you found it useful. Thanks for coming back and leaving your feedback

[@JonnieDard]

Fantastic Nicos. This is really helpful. But I’m wondering how I can get this done when there a header with a logo and a footer ?

[@paphitisn]

@@JonnieDard sorry i missed your comment. Header and footers are not an issue. If you add the header and footer to your master document it will be included in all merged documents.

[@DavidMcAuley-j3s]

This is unbelievable Nicos is a star

[@paphitisn]

Thanks for your comment. I am happy you found this useful. This is definately a process which is becoming a more popular task for schools and small businesses.

[@MarleneCarroll-n2q]

Thank you so much for providing this video! This saved me so many hours of creating individual PDF documents.

[@paphitisn]

I am glad this helped you. Thanks for your comment.

[@artdentphdent]

Genius, exactly what I was looking for and now I actually know how it works

[@paphitisn]

I am glad this heled you. Thanks for your comment.

[@mily_vanilli]

This is so helpful and is saving me HOURS of work. Thank you for the hard work you put in and the easy-to-follow instructions! If you ever have the time, I would love to see how to add to the macro the ability to add a sensitivity label to each document.

[@paphitisn]

From what i know, that requires an A5/E5 license which i do not have. I am glad the this has saved you hours of work. Thanks for your comment.

[@Misky1993]

This is very helpful. Thank you so much! :)

[@paphitisn]

I am glad. Thanks for your comment

[@bandar2032]

Thank you so much for this amazing and helpful video! Your explanation of the mail merge process and converting files into personalized PDFs for each record was clear and detailed. Your presentation style and organization were excellent . I truly appreciate your effort in preparing and sharing this professional content with us. I will definitely recommend this video to others who need to learn this skill. Thanks again!

[@paphitisn]

I am really glad you found this usefull. Thank you for your comment.

[@christopherwilliams4395]

Dear Nicos thank you so much for the the code and the tutorial, this has saved me so many hours

[@paphitisn]

I am very happy to hear that. Thanks for your comment

[@carriemiller2393]

I can't thank you enough for this video. I'm glad I watched until the end because I only need .docx files and you made it very easy to understand how to edit the code. I have 3623 files to save, so THANK YOU THANK YOU THANK YOU!

[@5uysal]

I have been searching for this automation for ages! Thank you very much for explaining things in such detail that is so easy to understand and implement! Now I need to figure out how to email each file to the email addresses on the same data source! 😅

[@paphitisn]

You an use Mail Merge Toolkit addin. It is free and easy to use.

[@ΚΩΣΤΑΣΣΤΑΥΡΟΠΟΥΛΟΣ-τ1β]

Good evening you know where i found the free Mail Merge Toolkit addin, because all that i found is not free@@paphitisn

[@jacksonjolly1]

My man you are awesome . You have no idea how much time you have saved me .

[@paphitisn]

I am happy it helped. Thanks for your feedback

[@dustingillis]

Thanks for this! It's outrageous that this hasn't been built into Office yet

[@paphitisn]

Totally agree with you. This should be built into the merge feature of Word.

[@MriSimplify]

This was awesome, thank you so much for the step by step guide and the macro. Saved me so much time!

[@paphitisn]

Glad to hear it. Thanks for your comment.

[@MrToby2012]

Thank you very much for the excellent presentation, informative explanations, and valuable module. Your efforts are greatly appreciated!🙏

[@paphitisn]

you are welcome. Thanks for your comment

[@deborahaguilar2028]

Amazing video, thank you for showing every detail!

[@paphitisn]

You are more than welcome. Thanks for your comment.

[@tonysimmons5953]

THANK YOU for taking the time to put this together. This helped me tackle a project, saving countless hours. Cheers!

[@paphitisn]

Thanks for you comment. I am glad this was useful for you and that it saved you some work hours. Hope you used those hours saved wisely :)

[@Nashoo51]

Wow! Thank you so much for this tutorial! Well organized and perfectly explained, great job!

[@ΙωάνναΑναστασιάδου-ο2ξ]

Amazinglys detailed presentation!!! So kind of you to share your work with us!! thanks is not enough!!!

[@paphitisn]

Really glad this helped you. Thanks for your comment.

[@wisid]

hands down neatest solution

[@paphitisn]

thanks for your comment. glad you found this useful

[@danimccarty-eigenmann5286]

WOW!!! You are my new hero. Thank you SO much for creating and posting this video. I don't actually care HOW it works, just that it DOES work!!!!! :)

[@paphitisn]

Haha, i am glad you found this usefull. Thanks for your comment.

[@weiyang9137]

You are my new hero too! Thank you so much! It perfectly resolved our technical issue how to generate individual files with ID in the file name. YOU ARE THE BEST!

[@paphitisn]

I am so glad it helped. Thanks for your comment.

[@cwilks78]

So helpful, this video has saved me hours!

[@paphitisn]

I am glad. thanks for your comment

[@ATLuckykat]

Thank you so much for this tutorial & the macro file. You saved me so much time & headache - and I learned a lot!

[@paphitisn]

I am glad this was useful for you. Most of all i am glad you learnt a lot :) Thanks for your comment.

[@ravenswoodnyc]

my dude, this is awesome. thanks!

[@paphitisn]

Glad you found it useful. Thanks for your comment

[@jorgedemi7604]

Much appreciated Nicos, very useful info. Worked on my first try!

[@paphitisn]

That is fantastic. Well done. Glad you found it useful. Thanks for the comment.

[@thomastembo]

You are a life saver!!!!!!

[@paphitisn]

I am glad this helped you. Sounds like you got it all working. Thanks for your comment

[@StefanGeorgiev-h1c]

Well done Nicos! This is a very helpful trick and will save my a lot of time!

[@paphitisn]

Awesome. I am glad you found this tutorial usefull.

[@RR-oe7op]

This is great! work like a charm. Thank you for sharing!

[@paphitisn]

Glad it was useful for you. Thanks for the comment

[@YaroslavVelikiy_]

Thanks For your help - I already was ready to start doing it by myself!

[@paphitisn]

I am glad it helped

[@fablecenter3098]

This is extremely useful!!! THANK YOU!!!

[@paphitisn]

I am glad to hear it. Thanks for your comment.

[@lynntan15]

Thank you very much for your sharing. It is very very useful, save so much time.

[@paphitisn]

I am glad it helped. Thanks for your comment

[@roshanalv]

Brilliant , love this video. Hats off !!!

[@paphitisn]

Thanks, glad you liked it. Lersonally i used it today to generate around 100 student certificates. Even merged their photo in the document.

[@JohanvanderVyver-g8n]

Awesome.... just what I was looking for

[@paphitisn]

glad to hear it. Thanks for the comment

[@edme1055]

very much appreciated! Excellent work and super complete! Love it and it helped me out so much. Thank you very much. Greetings from Belgium.

[@paphitisn]

That is great to hear. I am glad it helped you thanks for your comment.

[@lavieenrose9421]

Thank a lot for the detailed explanation and tutorial! Much appreciated! This is really helpful!

[@paphitisn]

You are welcome. Thanks for your comment

[@jesusbarba998]

This is an incredible tool. Really appreciate you explaining the code as well to customize it as needed. Saved me hours of work, thanks a lot!

[@paphitisn]

Thanks for the feedback. Really glad it helped you out

[@mrmusicteacher473]

Fantastic! I had to use a local folder though as One Drive didn't work. Might have to do with the government school One Drive controls though.

[@paphitisn]

Really gkad this worked out for you. Cloud drives are an issue. Thanks for your comment.

[@charalamposcharalampakis9278]

Teacher with Capital T! Excellent lesson

[@paphitisn]

Thank you. I am glad you found this usefull. From the name intake it you are feom Greece, Crete?

[@eileenejoyapsong1516]

This is totally awesome I have been searching for the right video for this, and Yours is the BEST so far. It really helps me a lot in my reports as every month I have to generate a 5000 training certificate and have to rename them .... what a mess.

[@paphitisn]

That is awesome. I am glad it helped. Thanks for the feedback

[@GideonMacks]

Be blessed so helpful, Nice instructions

[@paphitisn]

@@GideonMacks thank you for your comment. I am glad this was helpful.

[@JanBolhuis]

Excellent video and explanation. Thank you!!

[@paphitisn]

I am glad it helped. Thanks for the comment

[@jessicamorris7025]

So easy to follow. Would you be able to do a video or let me know how the documents could be saved in their own personal folder? So using your example have the merged paper saved in the students individual file you’ve created

[@paphitisn]

Never thought there would be a need to generate folders for each file but yes it can be done and i will probably make a video soon. However if you want to have a crack a it here is how i would do it. In a separate column in the Excel file use text manipulation to ad the letters md followed by a space and then the unique file name, so it would look something like this without the quotes "md Nick_Paphitis" Duplicate this for all the entries. Copy this data and paste in a notepad. Rename the extension from .txt to .bat. Place the .bat file in the folder where you will export and double click on it. This will now generate all the folders. Now go back to the Excel file. You can delete the column you made. For the columns WordDocs and PdfDocs delete the location paths and create the path with the unique folder paths. Now each entry has a unique path instead of the same one and those folders already exist as you already generated them. hope that make sense.

[@fawnchangDesignBehavior]

Thank YOU! This was amazing and so helpful!

[@paphitisn]

Thanks for your comment. I am glad this helped

[@BubbasWorkshop]

Thank You! AND thanks for commenting your code so it was easy to modify just to export pdf's or word docs.

[@paphitisn]

I am glad you found this usefull. You are welcome for the comments 😀 Thanks for your comment.

[@dalpatmistry5571]

this is great explanation and very happy to see it

[@paphitisn]

Thanks for the feedback

[@shivagunti]

Wow! Astounding. Thanks a ton for making this video for me in advance.

[@paphitisn]

I am glad you found this useful. Thanks for your comment.

[@shivagunti]

@@paphitisnIn my case, on a daily basis i use your method and keep on adding the data in the same file order wise, so how to comment off the previous data so that only new loaded data should merg.

[@paphitisn]

​@shivagunti add another column in your data. It could be a date or a simple incrementing number. When you add the next data add the next numbe so if the previous number was 15 then all the new records will have the number 16. Before you merge filter the data on the records which equal 16 in that column. Then merge. Or use a date field and filter on date added. This will allow you to also track when records were added

[@wander7673]

Thank you for this and the explanation of the macro! This is exactly what I was looking for!

[@paphitisn]

That's great. Glad you found it usefull. Thanks for the feedback

[@loiiblank4699]

Thx from Germany. Big ups. This code goes so hard. I am trying to make it more general so that basically anyone can use it without having to make folders and maybe a gui so you can type in how files can have individual names :) Anyways big help. I am super happy about this.

[@paphitisn]

Thank you your feedback. Your project sounds great. Please let me know how you get on and please share your work with us if you get it working. It sounds awesome. I would be happy to make a tutorial on it (and of course reference you ) if you get it working. It will help a lot of people.

[@loiiblank4699]

@@paphitisn Right now I just got it to save more data fields. I am having an issue with spaces and parenthesis. ... DataFields("Nam new").Value... If I replace the space with underscore it works but I also have ... DataFields("Nam (new)").Value... Even if I replace the underscore it still throws a runtime error. Also amazing documentation. I am used to look at completly wild and uncomented code so this is a blessing. I am not new to VBA but it is has been a while since I used it :)

[@loiiblank4699]

Oh, figured it out. It just escapes it automatically. I just removed the parenthesis and it worked. lol :)

[@paphitisn]

@@loiiblank4699 Great :)

[@kt1-3-5-7]

This is amazing! Thanks for sharing.

[@paphitisn]

Thanks for your comment. I am glad this was useful for you.

[@humairakhan597]

This is perfect!! Thank you very much for sharing your knowledge!

[@paphitisn]

You are welcome. I am glad you found it useful

[@KelliHarrington]

Awesome video! I have to send 800 letters so this was PERFECT! Great instruction and worked wonderfully! Thank you!

[@paphitisn]

That is awesome. Were you able to merge all 800 in one go? If yes then you must have quite a bit of RAM capacity. Thnks for the feedback.

[@KelliHarrington]

@@paphitisn No, I did it in batches but still HUGE time savings. Much appreciated!

[@paphitisn]

@@KelliHarrington that makes sense. Actually a good idea to work in batches even if you could merge all in one go. It is a fail safe if something goes wrong. God job

[@scottdobbins5841]

Can't thank you enough for this video.

[@paphitisn]

You just did :) Thank you for your comment.

[@Martin-zz8ii]

Thank you so much Sir for this excellent presentation, it has really benefited me a lot.

[@pasakornsudsataya705]

Thank you so much, you saved my time.

[@paphitisn]

I am glad it helped.

[@wisefoolelliot]

Your tutorial is excellent! I need your advice and guidance: If the Excel source file includes an additional heading titled "Sports Interest" (e.g., Chess, Tennis, etc.), is it possible tp modify the code so that it saves a Word document/PDF containing all the pages of records for members with the same sports interest? Thank you.

[@paphitisn]

Yes. If you have the fields in the spreadsheet then form the Mail merge in word you can filter the records and export only the records you want. Have a look at this and it will explain the process: kzbin.info/www/bejne/qpLIiKiCbrt7Z5osi=_Qo0lHwj9xJ5e1c5

[@sephas79]

A life saving video! thank you so much for simplify my life :)

[@paphitisn]

I am glad it helped. Thanks for the feedback.

[@maheshmistry5382]

many many thanks sir this information is very very useful for me. thanks

[@paphitisn]

You are very welcome. I am glad you found it useful

[@ieuanmale-maltby5869]

Wow!!! what an amazing help! thank you very much!!!

[@paphitisn]

I am glad you found this helpful. Thanks for the feedback

[@williamrestrepo7244]

Excelent solution! Great video. You are great. A few questions, though. Can I add as many fields as I need to in the sheet? Can I create more than one document just with different fields from the same Excelsheet?

[@paphitisn]

Yes and yes to both your questions.

[@rachelmansour6928]

Thank you so much for this! Your instructions were super clear and easy to follow, and it worked brilliantly. Much appreciated!

[@paphitisn]

That's great. Glad i helped and that it worked out for you.

[@stanislav6723]

Good job! Really helpfull! I modified it a little bit though. The only thing that I changed that I added is a window that asks me to enter starting and ending record numbers cause I use list that I update every day and I don't want it to start from the first line every time

[@paphitisn]

Good job. Interesting add. I normally have a column with and incrementing number and use this column to filter the recipient list (from word mailings edit recipient list). It adds a bit more flexibility than a starting point. You could have a date field and filter on date after. Thanks for you comment.

[@onkarshinde4424]

I tried this code on another word document. But after running the code it show - Run time error 5852. Requested object is not available.

[@paphitisn]

Please check the folder names and locations as this will be your issue. Field names must be correct. If you d check everything it will work. See pin ed and peevious posts.

[@jackytsz]

Thank you very much! This is very useful, and I am able to add new field named OUTPUT and only export docx when I put “Y” under the field. However the generation is a bit slow and I am wondering is there any trick to improve the speed? I am export around 300 documents, around 8 pages long.

[@paphitisn]

Well done for modifying it to improve work efficiency. As for the speed, it depends on your device, amount of RAM and the length of the document as the documents are kept open until the process finishes. You may find it gets slower as it progresses if you have a lot of documents. I would suggest add another field so that you can add a number like 1, 2, 3 etc. add the number 1 for the first 50 records, 2 for the next 50 and so on. This will allow you to filter on this field and only merge 50 documents at a time. This should improve the speed as you will only be merging 50 records at a time ana you will avoid the long delays when you are on the 100th or 20th record. Let me know if this works for you and improves the speed for you.

[@coltongrob1574]

Thank you Nicos! I am getting the Run-time error '5941' The requested member of the collection does not exist. Any insight as to what went wrong?

[@paphitisn]

that is a run time error which could be associated with an error in the Macro code. Did you use the .bas file to import the macro. It could also be an error in the code in the section of saving the doc or pdf if you made changes to file or folder names

[@ChristianJoydCendaña]

Is the a Word setting i need to change before i put and run the macro? Because once i "Run" the macro, it still pops up the "Save as" dialog box and i will have to save it manually.

[@paphitisn]

No, the only thing you need is to enable the Developer ribbon so you can access Macros. Which you have done as you can see the Macros section in the developer ribbon. Have you imparted the .BAS file. If not do that instead of creating a new macro and pasting the code.

[@rafackker]

How could I tweak the macro so it only generates the documents i have checked in the Mail Merge Recipients. I.e. lets say i have those same 12 lines but i only check record number 1 and 3 (so those are the ones id like to generate). I'd like to update certain records only.

[@paphitisn]

Chances are you are filtering the data instead of Edit Recipients. Go to Mailings ribbon in word, click Edit Recipients and then apply your filter or simply select the records you want to merge. When you run the macro inly those records will e merged. Here is a link to a tutorial on Mail Merge that explains everything you need to know on mail merge. kzbin.info/www/bejne/qpLIiKiCbrt7Z5o

[@Pipo_gt]

I LOVE THIS MAN! Thank you so very much!

[@paphitisn]

You are most welcome. Thanks for the feedback, it is appreciated.

[@tricebeaa]

Thank you so much for this! However I’m having an issue. I have a custom field code in the footer for page numbering that doesn’t convert properly when I merge (the code itself disappears and all the pages just display “…/2” instead of the number changing on each page). Anyone know why or have a solution?

[@paphitisn]

I cant think why this is happening. You say custom field, what is the custom field you are using? I would test this by doing a normal mail merrge without the macro to see if the error is replicated. Is the container big enough to display the whole field. Maybe the ... means there is data that is not being displayed because the container is not big enough.

[@tricebeaa]

@@paphitisn thank you for the reply! This is the formula I have in the footer: { IF { PAGE } < { NUMPAGES } “…/{ = { PAGE } + 1 }” “” } Basically I need it to display …/X, where X is the next page number, on all pages except the last page. Works fine before merging, once it’s merged all the pages just show “…/2”. I thought maybe changing numpages to sectionpages would fix this, but it did not.

[@paphitisn]

@@tricebeaa i will test rhis as soon as i can and get back to you.

[@NikokhosB]

Excellent training video! What would I change in the Macro if I don't want to save as pdf files? I've also been trying to figure out how to split a Word document with multiple pages into separate files and preserve the Header & Footer text. The Header contains merged text specific to the case file and the Footer has standard text that is the same across all case files. Do you have a tutorial for this issue?

[@paphitisn]

For the first part of your question, you will need to see the second part of the video to understand the code. You will then be able to delete the code that saves the PDF quite easily. For the second part of your question, this tutorial may be able to help you: kzbin.info/www/bejne/g6S4oa1smdSWkKM you do not need to bother with the first part which is mail merging but the second part where a merged document is split into separate files may be a solution for you.

[@NikokhosB]

@@paphitisn thank you for the quick reply! I'll review this and get back to you if I have further questions. Much appreciated!

[@NikokhosB]

@@paphitisn how can I preserve the information in the header and footer when I split the main merged document? The header contains information pulled from the linked excel file with a merge field and the footer is standard language across all documents.

[@CalebBeasley-d3d]

Hi there! Thank you for your video. I'm running into an issue with the module and I've checked and rechecked the file names and paths on each of my documents and there are no issues. I even tried deleting the Word exportation section of the code to see if it would just run the PDFs, but unfortunately it ran with the same error. Any thoughts on how to fix this? Thanks!

[@paphitisn]

Without knowing what issue you are running into i will assume you have tripplechecked evreything. If this is the case then the issue maybe the location where your folder is. Do not use a synced cloud folder like dropbox or onedrive. Also dont use c:\ as you may need elecated privileges to write here. Use a folder on the desktop. Make sure to add the new path in the data source. Let me know how it goes.

[@CalebBeasley-d3d]

Our desktop is on the c:\ folder, so I tried to move it over to my personal MacBook (and adjusted the path names), and I'm getting the error around the "ExportAsFixedFormat" command. Any thoughts? @@paphitisn

[@cganet3551]

Struggling again with this - by some miracle it worked last year after hours and hours of trying everything... cannot for the life of me figure out why it's happening again this year. Can you comment on what would cause a "run-time error 5941"? I have followed instructions to the T. Watched your video many times, went to another computer (in case Sharepoint or using macros were a problem), all to no avail. What could possibly be happening? Reworked all my documents, shortened paths to folder locations, etc. used your exact verbiage, used your exact templates. but cannot make it work...

[@paphitisn]

Do not you synced cloud folders or prtected system folders like c: Use desktop or documents to be safe. Check file paths and spelling. Let me know if it works or if you still have issues.

[@CaSa-ck8pp]

Great tutorial. I was wondering how I can copy the macro?

[@paphitisn]

You can find a link to download the macro and the code in the description.

[@JSN-km6hj]

Thanks it was very helpful… you explained it so well

[@paphitisn]

Thanks for your feedback

[@sehzad4761]

Thank you so much!!!! This helped me a lot!!!

[@AndrewTotsky]

Works perfectly. Thank you!

[@paphitisn]

That is great to hear. thanks for your comment.

[@Pawan-zb4jd]

Hi, why im getting a Run Time error 5941 and the requested member of the collection does not exist ?

[@paphitisn]

Make sure the folders you are saving to are not in protected windows locations, use documents or desktop. Also do not use cloud synced folders, they cause issues. Next check and make sure that the folders and their paths are correctly addressed in the data source file.

[@JenniferVibert]

Thank you so much for this Nicos! I am having issues using the code in my Macbook. Can someone advise please?

[@paphitisn]

i dont have a mac so i can not help you. Lets hope someone here has succeeded using this with a mac. I would think that if you modify the paths to reflect the path of the folder location on a mac it should work. You will need to modify the save paths in the spread sheet also. Again i am not a mac user so i am just assuming that it should work.

[@courtneys7776]

Hi Nicos, I ran the module from the zip file and it begins to create the documents and then I get halfway through my list and I get an error "error code 4198 command failed" I hit the debug and it takes me to the macro with a specific spot highlighted. I am not sure what I am looking for to fix this so that I can created my entire list of documents. Do you know why this is happening? This is the part that it has highlighted in the module: SingleMergeDoc.SaveAs2 _ FileName:=MasterDoc.MailMerge.DataSource.DataFields("DocFolder").Value & Application.PathSeparator & _ MasterDoc.MailMerge.DataSource.DataFields("FileName").Value & ".docx", _ FileFormat:=wdFormatXMLDocument ' The command SaveAs2 is the command to save a word doc and it will save the contents of "SingleMergeDoc" as a word docx in the folder found in path described in the field DocFolder in the data source, with the name as found in the field FileName in the data source

[@paphitisn]

How many records are you merging? if it is a lot, you may be running out of memory. Try filtering the recipients so you only merge half the records (or less) and then merge the other half to see if it works. If you do not get an error then the memory is the issue. If you do get an error with a small number of records being merged then you can repeat the process by process of elimination to identify the record causing the issue. Check file paths in your data source to make sure that they are all correct (be careful of spaces). The error you are getting is usually related to a bad file path which does not exist so it can not save the document.

[@paphitisn]

Also do not run from the zip file. Extract the files to a local disk area, not a cloud synced folder.

[@courtneys7776]

Thank you so much! One of the file paths was incorrect and once I fix it everything ran smoothly! Saved me spending hours of trial and error!@@paphitisn

[@paphitisn]

@@courtneys7776 Awesome work, well done! Thanks for coming back and letting us know how your issue was resolved.

[@kristichastain1560]

Hi Nicos - how do I modify the export block (SingleMergeDoc.ExportAsFixedFormat) to export it as html (is this possible)? I tried a couple of things but they didn't work. Thanks!

[@paphitisn]

Hi. I have never looked in to that to be honest. I will have a look at the save command for html when i have some time.

[@actuarieskenya]

Amazing guideline. Is there a way when the documents are saved on the pdf folder they save in the exact same order as the excel names?

[@paphitisn]

If you put an index infront of the name so that when sorted they are in the right order then yes. Instead of the name Nick use A1_Nick then the next name A2_ and so on. This way if you sort the files by file name they will be in the same order.

[@rosariomarquez7452]

I.was a le to use it and run it. This is very helpful. Thank you so much! 😊

[@paphitisn]

Awesome. Thanks for the feedback.

[@fuujiko4089]

Hi, Nicos! Thank you so much for this tutorial. I have encountered the following error: 5941 The requested member of the collection does not exist. It is not automatically moving to the next record and not creating the PDF, however, it will create the .docx if I move the preview to the next record. I used your module file so I think the error is on my side. Any idea on what I'm doing wrong?

[@paphitisn]

All issues encountered are due to having wrong file name or the wrong target folder. It seems like you go the word part working which is the part most people get an error with as it is the first part. Try commenting out the section for the pdf and see if it generates all the documents. if it does then you need to check the folder name and the filenames you are using for the pdf in your excel data source. Let me know how you go

[@fuujiko4089]

@@paphitisn Case sensitivity! Thank you so much, Nicos! It worked beautifully :)

[@paphitisn]

@@fuujiko4089 awesome. Thanks for letting us now it worked