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Document_Merge_Pro_Updated.xlsm 156.6 KB
Updated_PDF_Codebook_Document_Merge_Pro.pdf 5.8 MB
Document_Merge_Pro_Supporting_Files.zip 61.8 KB
October 7, 2024

Document Mail Merge Pro Update [Gold & Silver]

In this week’s Feature, Fix, or Focus, we take last week’s Document Mail Merge Pro training.


Here's the list of updates I made for this training:

· Insert Table In Word requested by Malcolm & Jo

· Email Document (Word/PDF) requested by Mbobo

· Save as PDF requested by Malcolm, Mbobo

Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.

Comments (4)

F
Francois Grundlingh · November 28, 2024

Hi Randy, Thank you for this app! I am new to this and am struggling to make the changes I need. I am trying to add a large data set, a lot more than you allowed for, I have tried to reference the filtered data further along the sheet but I am getting errors. Maybe it could be moved to a different sheet? I am sure there will be a few others that will find this useful. I also need to reference a column in the data and if that record matches, include additional records into the merge. Is this possible?

E
Excel For Freelancers · November 28, 2024

HI Francois, great to have you here. It would be difficult to understand the issues you are facing unless we can see your sheet, data and code. Can you share some screenshots in our Excel For Freelancers Group? http://bit.ly/groupexcel Alternately, If you need some one on one help with this, I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com

J
Jo · October 8, 2024

Thanks Randy!

E
Excel For Freelancers · October 8, 2024

For sure, you are very welcome Jo. I am happy to help and share