Insert table values into a Word merge document

C

Chief_Fred

New Member
Joined
Apr 20, 2012
Messages
22
I have a table of policy holders that has data I need to get into a word document which would be simple enough except that the individual may appear more than once and the data must end up in a Word table with a completely different layout. This is a standard form letter I get from corporate for some accounts but which I must created from data in others. I can't change the layout of the letter. I was going to attach the excel and word documents you'd need to work on this but I find I can't post attachments and without those it's hard to visualize. I have inserted the data from Excel and the letter which is a table as well.
I have no idea where to begin. :confused:

Fred
[TABLE="width: 1257"]
<colgroup><col><col span="4"><col><col span="9"></colgroup><tbody>[TR]
[TD]Last Name[/TD]
[TD]First[/TD]
[TD]MI[/TD]
[TD]Policy #
[/TD]
[TD]Emp Total Policies[/TD]
[TD]Line Of Business[/TD]
[TD]Face Amount[/TD]
[TD]Deduction Amount[/TD]
[TD]Dept #[/TD]
[TD]Pre-tax Status[/TD]
[TD]Post-tax Status[/TD]
[TD]CoverageType[/TD]
[TD]Emp Sub tot Amt[/TD]
[TD]URM[/TD]
[TD]DDC[/TD]
[/TR]
[TR]
[TD]JONES[/TD]
[TD]SUZANNE[/TD]
[TD]H[/TD]
[TD]PXX86899[/TD]
[TD] [/TD]
[TD]CANCER[/TD]
[TD] [/TD]
[TD]$41.99[/TD]
[TD] [/TD]
[TD]41.99[/TD]
[TD]0[/TD]
[TD]IND[/TD]
[TD] [/TD]
[TD="align: right"]250[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]JONES[/TD]
[TD]SUZANNE[/TD]
[TD]H[/TD]
[TD]PG42158[/TD]
[TD] [/TD]
[TD]LIFE[/TD]
[TD] [/TD]
[TD]$30.75[/TD]
[TD] [/TD]
[TD]0[/TD]
[TD]30.75[/TD]
[TD]IND[/TD]
[TD] [/TD]
[TD][/TD]
[TD="align: right"]125[/TD]
[/TR]
[TR]
[TD]JONES[/TD]
[TD]SUZANNE[/TD]
[TD]H[/TD]
[TD]PS456789[/TD]
[TD]3[/TD]
[TD]ACC[/TD]
[TD] [/TD]
[TD]$21.58[/TD]
[TD]00TX[/TD]
[TD]21.58[/TD]
[TD]0[/TD]
[TD]IND[/TD]
[TD]$94.32[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]SMITH[/TD]
[TD]KALLIE[/TD]
[TD]E[/TD]
[TD]Z0199999[/TD]
[TD]1[/TD]
[TD]LIFE[/TD]
[TD]$10,000[/TD]
[TD]$4.08[/TD]
[TD] [/TD]
[TD]0[/TD]
[TD]4.08[/TD]
[TD]T-25[/TD]
[TD]$4.08[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]SMITH[/TD]
[TD]KIRBY[/TD]
[TD]R[/TD]
[TD]Z0888888[/TD]
[TD]1[/TD]
[TD]LIFE[/TD]
[TD]$10,000[/TD]
[TD]$4.08[/TD]
[TD] [/TD]
[TD]0[/TD]
[TD]4.08[/TD]
[TD]T-26[/TD]
[TD]$4.08[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]SMITH[/TD]
[TD]SHARLA[/TD]
[TD]J[/TD]
[TD]P5XX3280[/TD]
[TD] [/TD]
[TD]ACC[/TD]
[TD] [/TD]
[TD]$45.50[/TD]
[TD]00TX[/TD]
[TD]45.5[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]SMITH[/TD]
[TD]SHARLA[/TD]
[TD]J[/TD]
[TD]P40162YY[/TD]
[TD] [/TD]
[TD]CANCER[/TD]
[TD] [/TD]
[TD]$99.97[/TD]
[TD] [/TD]
[TD]99.97[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]SMITH[/TD]
[TD]SHARLA[/TD]
[TD]J[/TD]
[TD]P4QQQ38[/TD]
[TD] [/TD]
[TD]ICARE[/TD]
[TD] [/TD]
[TD]$17.54[/TD]
[TD] [/TD]
[TD]17.54[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]SMITH[/TD]
[TD]SHARLA[/TD]
[TD]J[/TD]
[TD]P4010000[/TD]
[TD]4[/TD]
[TD]CRITICAL ILLNESS[/TD]
[TD] [/TD]
[TD]$28.40[/TD]
[TD] [/TD]
[TD]28.4[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD]$191.41[/TD]
[TD="align: right"]250[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]WILSON[/TD]
[TD]LORI[/TD]
[TD] [/TD]
[TD]PM811111[/TD]
[TD]1[/TD]
[TD]CANCER[/TD]
[TD] [/TD]
[TD]$61.75[/TD]
[TD] [/TD]
[TD]0[/TD]
[TD]61.75[/TD]
[TD]FAM[/TD]
[TD]$61.75[/TD]
[TD][/TD]
[TD="align: right"]125[/TD]
[/TR]
[TR]
[TD]HYATT[/TD]
[TD]LARRY[/TD]
[TD]R[/TD]
[TD]PM726666[/TD]
[TD] [/TD]
[TD]CRITICAL ILLNESS[/TD]
[TD] [/TD]
[TD]$71.24[/TD]
[TD] [/TD]
[TD]71.24[/TD]
[TD]0[/TD]
[TD]HSF[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]HYATT[/TD]
[TD]LARRY[/TD]
[TD]R[/TD]
[TD]P377777[/TD]
[TD] [/TD]
[TD]ICARE[/TD]
[TD] [/TD]
[TD]$34.06[/TD]
[TD] [/TD]
[TD]34.06[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]HYATT[/TD]
[TD]LARRY[/TD]
[TD]R[/TD]
[TD]ZZQ66886[/TD]
[TD] [/TD]
[TD]LTC[/TD]
[TD] [/TD]
[TD]$60.00[/TD]
[TD] [/TD]
[TD]0[/TD]
[TD]60[/TD]
[TD]IND[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]HYATT[/TD]
[TD]LARRY[/TD]
[TD]R[/TD]
[TD]PVVV6373[/TD]
[TD] [/TD]
[TD]DENTAL[/TD]
[TD] [/TD]
[TD]$72.90[/TD]
[TD]00TX[/TD]
[TD]72.9[/TD]
[TD]0[/TD]
[TD]HSF[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]HYATT[/TD]
[TD]LARRY[/TD]
[TD]R[/TD]
[TD]P3787777[/TD]
[TD] [/TD]
[TD]ACC[/TD]
[TD] [/TD]
[TD]$45.50[/TD]
[TD]00TX[/TD]
[TD]45.5[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]HYATT[/TD]
[TD]LARRY[/TD]
[TD]R[/TD]
[TD]P3733338[/TD]
[TD]6[/TD]
[TD]CANCER[/TD]
[TD] [/TD]
[TD]$117.13[/TD]
[TD] [/TD]
[TD]117.13[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD]$400.83[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]PRINCE[/TD]
[TD]SHARON[/TD]
[TD]L[/TD]
[TD]P7249555[/TD]
[TD] [/TD]
[TD]ICARE[/TD]
[TD] [/TD]
[TD]$8.70[/TD]
[TD] [/TD]
[TD]8.7[/TD]
[TD]0[/TD]
[TD]IND[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]PRINCE[/TD]
[TD]SHARON[/TD]
[TD]L[/TD]
[TD]LLC53724[/TD]
[TD] [/TD]
[TD]LTC[/TD]
[TD] [/TD]
[TD]$53.00[/TD]
[TD] [/TD]
[TD]0[/TD]
[TD]53[/TD]
[TD]IND[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]PRINCE[/TD]
[TD]SHARON[/TD]
[TD]L[/TD]
[TD]P7249924[/TD]
[TD]3[/TD]
[TD]CANCER[/TD]
[TD] [/TD]
[TD]$50.44[/TD]
[TD] [/TD]
[TD]0[/TD]
[TD]50.44[/TD]
[TD]SPF[/TD]
[TD]$112.14[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]RALPH[/TD]
[TD]JUSTIN
[/TD]
[TD]L[/TD]
[TD]PX653888[/TD]
[TD]1[/TD]
[TD]LIFE[/TD]
[TD] [/TD]
[TD]$4.05[/TD]
[TD]00TX[/TD]
[TD]0[/TD]
[TD]4.05[/TD]
[TD]IND[/TD]
[TD]$4.05[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]RALPH
[/TD]
[TD]JUSTIN[/TD]
[TD]L[/TD]
[TD]PUGG9845[/TD]
[TD]1[/TD]
[TD]ACC[/TD]
[TD] [/TD]
[TD]$50.31[/TD]
[TD] [/TD]
[TD]50.31[/TD]
[TD]0[/TD]
[TD]FAM[/TD]
[TD]$50.31[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]RALPH[/TD]
[TD]GARY[/TD]
[TD]L[/TD]
[TD]PX799999[/TD]
[TD] [/TD]
[TD]CRITICAL ILLNESS[/TD]
[TD] [/TD]
[TD]$73.45[/TD]
[TD]TX[/TD]
[TD]73.45[/TD]
[TD]0[/TD]
[TD]HSF[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]













<tbody>
[TD="colspan: 2"]

<tbody>



















[TD="colspan: 2"]


<tbody>
</tbody>

<tbody>
TYPE
COVERAGE
Accident
Policy #, Deduction amount, Coverage type
Cancer

Critical Illness
Dental
Hospital Indemnity
Hospital Intensive Care
Life
Policy #, Deduction amount, Coverage type, Face Amount
Long Term Care (LTC)
Short Term Disability
Vision
Not Yet Enrolled
URM
FSA

<tbody>
</tbody>

<tbody>
</tbody>

Additionally, our records indicate that you are eligible for unfiled wellness benefits as noted above... that could mean cash in your pocket!* Aflac will be on-site for your company's upcoming open enrollment 11/21/2013 to answer any questions you may have, review your current coverage, assist in evaluating your future needs, and help expedite any wellness benefits you are due.



*








[TD="colspan: 3"]
11/15/2013

<tbody>
</tbody>
[/TD]

[TD="colspan: 5"]


With the annual open enrollment period about to begin at Wally’s Wax Works it’s the perfect time for reviewing your voluntary benefits package. I will be on-site for your company's Wednesday 14 August brief everyone on our products, review your current coverage, answer any questions you may have, assist in evaluating your future needs, and help with any claims you may have.

The following shows the Aflac policies you are currently enrolled in as well as other policies that you are eligible to apply for. A brief summary of the plans as well as information on our new plans is on the flip side of this letter. Look it over carefully and write down any questions you may have so I can answer them during my visit.

<tbody>
</tbody>
[/TD]

</tbody>
[/TD]

</tbody>
[/TD]

</tbody>
 

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