Mail Merge- Excel to Word- Save individual file as PDF

[sanket_sk]

Hi There,



Hope you all are safe and sound.

I need your urgent help and based on my previous experience I know I will get help on top priority.

Just to inform I am using microsoft office 365 pro.

I have to send 200+ letters, I know how to connect excel to word and send individual Emails using mail merge but there is a twist.



The letter which I have to send should be in PDF, so the first thing I will have to do a mail merge using Excel – Word and then I will have to save these letter as PDF in a particular folder with Vendor code, now this vendor code is not part of the letter, I don’t know how to map this requirement in word VBA.

Please help saving individual files in PDF using word mail meagre, Once PDF file is available I can send these letter easily.

Sharing herewith filed which are available in excel, I don’t know how to share word file using xl2bb.

MME contract (PH_DA).xlsx
	A	B	C	D	E	F	G	H	I	J
3	Need to save file with this name	These Filed will travel to Word as part of letter
4	Vendor Code	ASC Name	City	Pincode	Contact Name	Contact Number	Subject Title	Date	Mess 1	Mess 2
5	67672000	Kailash Electronics	Ongole	523002	John Shintre	9.8496E+11	Posting as Technician	23-09-20	Appointment letter	MamaBhanja Sales & Services
6	677002340	Start Services	Tirur	676101	Vinay Jog	49424273737	Posting as Technician	23-09-20	Appointment letter	MamaBhanja Sales & Services
7	677052134	Orpat Services	Amravati	444601	Kaka Deshmukh	98232443563	Posting as Technician	23-09-20	Appointment letter	MamaBhanja Sales & Services
Sheet1

Thanks & Regards,
Sanket

 

[daz457]

if you are not including the vendor information in any of your mail merge fields, how can the resulting PDF know what the vendor is?
use the vendor as the first field in your document and "hide" it by making it a white font (assuming it is on white background) very small font if you like as its not going to be seen.
The documents will have the vendor returned as the name on each individual document, from here you can save as you have been doing on an individual basis

 

[daz457]

as an aside to this question you may need a 3rd party add on to split generated pdf into individual files

 

[sanket_sk]

if you are not including the vendor information in any of your mail merge fields, how can the resulting PDF know what the vendor is?
use the vendor as the first field in your document and "hide" it by making it a white font (assuming it is on white background) very small font if you like as its not going to be seen.
The documents will have the vendor returned as the name on each individual document, from here you can save as you have been doing on an individual basis

Hi There,

Okay, I can incorporate vendor code filed ( Not as first filed but put it in between the letter) and we can save the letter as vendor code.

Please help me create code for the same.

Sanket

 

[daz457]

a mail merge document will save it as single file with several pages I am not sure you can achieve what you are looking to do with a PDF file.
I think you would need edit individually and save each PDF, if the vendor code was in the header and hidden there then each PDF would name itself with the vendor number,I cant think of a way to achieve this automatically unless you had some add-in to split the files for you, I think there is such an add-in that does what you are looking for rather than using code, sorry I cannot be of more help

 

[sanket_sk]

as an aside to this question you may need a 3rd party add on to split generated pdf into individual files

No I think we can control this VBA itself.

I gone through few YouTube Videos but they havent shared code, but it is possible to save individual PDF without any 3rd party addin.

Sanket

 

[daz457]

well I wish you good luck in your search!