Copying Information from Excel to Word

[worlein0209]

I have an order form which I made in Excel. I want to copy information from the order form (Called "OrderForm") to a word document (called "Quote Template.doc"). I have figured out how to get Excel VBA to open the existing word document.
Now, I need to go back and forth between the two and fill in information into my quote. I have bookmarked the places I want the excel data to go into. I am having a hell of a time figuring out exactly how to do that.

Thanks!

 

[Joe4]

Why not just do a simple Mail Merge? The Mail Merge Wizard in Word can walk you through this. You just choose your Excel file as your Data Source, and then indicate where each Excel field should go on your Word template.

Once you set it up once, you can re-use it time and time again.

I think there are some good tutorials on doing Mail Merges out on the web, too, if you do a Google search.

 

[worlein0209]

That sounds like a great idea and it had not occurred to me. However, I need this to be an automated function as the users of the form are technically challenged. Any other ideas?

 

[Joe4]

Once you do the initial set-up, as long as you keep re-using the same data source, all they will need to do is open the Word Template and click on the Merge Document button. Pretty simple!