Forum Thread

Crreate form using office 365 that can be filled out using data from excel spreadsheet

6,469 2,515 December 27, 2017 at 01:45 PM
My wife needs to send out quite a few different types of letters with most of the Word Doc being the same but 10-15 parts (fields) are different. The peoples names the information about them along with dates etc..


How I envision it working she opens the Excel spreadsheet and puts in or copy/pastes the information in then opens the right template and applies the Excel Spreadsheet to it to fill in the fields that the form has.

Is this possible with Office 365 and basic skills? She works in a legal office so I cannot just hop onto her PC and start poking around?

She has the full Office 365/2016 suite of applications as far as I know.

Mail Merge seems to be more geared towards sending an email and she is not doing that. everything goes out thru the post office or is served by the court.

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#2
You can use mail merge for letters, emails, envelopes, labels, etc. Just use the Mail Merge Wizard. It is pretty straight forward. You can create a template in Word and pull in the info from an Excel spreadsheet.
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#3
I prefer doing most of it manually over using the wizards (that would mean choosing the normal word doc merge option and using insert merge field for everything).
Here's a tutorial https://support.office.com/en-us/...948FA3D7D3

You can use a spreadsheet or an access database as a data source. Creating 'reports' in access is another way to approach it.

On large mail merges always preview the merge and print to a pdf first so you can catch any issues. Merging to a document is also an option if there are things you have to correct or change like a name that's too big and messes things up so you have to shrink the font.

Also make sure the spreadsheet has all the correct cell formatting. For example if zip codes are formatted as numbers it will remove the leading zero found on some east coast zip codes.

Avoid using anything like <<next_record>> it will just screw things up. You can end up with things like a merge that skips every other record or even jumbles the records.
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Last edited by jkee December 27, 2017 at 08:12 PM.
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Quote from row
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You can use mail merge for letters, emails, envelopes, labels, etc. Just use the Mail Merge Wizard. It is pretty straight forward. You can create a template in Word and pull in the info from an Excel spreadsheet.
Thanks I don't have Office 365 and was not sure it worked that easy. I guess I will have to see about downloading a free trial so I can figure out how it works to show my wife.
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