Mail Merge output to named individual files

jronaldlee · Dec 2nd 2016

Hi, all, I need to run a mail merge that results in individual documents being saved. Ideally, when the merge takes place the name of each document could come from a field in the data set. Any suggestions for how to achieve this?

Thanks!

jronaldlee · Dec 2nd 2016

Re: Mail Merge output to named individual files

Figured this out. Here's the code I'm using, which is a little sloppy and inelegant in particular when it comes to the total count of records for the for/next loop. I'm manually entering that in the mail merge data file. If anyone has a suggestion on how to count the number of records and just use that, I'd love to incorporate it.

Code

Dim FileLocation As String 'Field must be derived from data source
Dim DocName As String 'Field must be derived from data source
Dim Count As Integer 'Field must be derived from data source




Count = ActiveDocument.MailMerge.DataSource.DataFields("Count").Value 'how many docs in merge?
ActiveDocument.MailMerge.DataSource.ActiveRecord = wdFirstRecord 'Make sure you start at the beginning!




For i = 1 To Count




    With ActiveDocument.MailMerge
        .Destination = wdSendToNewDocument
        .SuppressBlankLines = True
        With .DataSource
            .FirstRecord = ActiveDocument.MailMerge.DataSource.ActiveRecord
            .LastRecord = ActiveDocument.MailMerge.DataSource.ActiveRecord
            'Fill in variables:
            FileLocation = .DataFields("FileLocation").Value 'added code
            DocName = .DataFields("DocName").Value 'added code
        End With
        'Merge the active record:
        .Execute Pause:=False
    End With
    
    'Save the resulting document. Note modified Filename!
    ActiveDocument.ExportAsFixedFormat OutputFileName:= _
        FileLocation + DocName + ".pdf", _
        ExportFormat:=wdExportFormatPDF, OpenAfterExport:=False, OptimizeFor:= _
        wdExportOptimizeForPrint, Range:=wdExportAllDocument, From:=1, To:=1, _
        Item:=wdExportDocumentContent, IncludeDocProps:=True, KeepIRM:=True, _
        CreateBookmarks:=wdExportCreateNoBookmarks, DocStructureTags:=True, _
        BitmapMissingFonts:=True, UseISO19005_1:=False
    
    'Close the resulting merge document, don't save changes
    ActiveWindow.Close savechanges:=False
    
    'Back to the original template document, advance to next record before doing it all again
    ActiveDocument.MailMerge.DataSource.ActiveRecord = wdNextRecord
    
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