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  1. #1
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    Question Mail merge within table linked to Excel

    I need to perform a merge with an existing Word document that is a table. The table has a column of client/matter numbers. It also has another colulmn that has Fees Billed to Date. This column, Fees Billed to Date, needs to be linked to an Excel document that contains this information. How do I create a merge to populate the Fees column matching the client/matter numbers from the Excel document?

  2. #2
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    I've recently created a file that does this (if I understand you correctly) where the Word document looks for data in a separate Excel file and extracts data for placing in the word document. I personally don't know the best practices (I still have quite a few hard-coded things i.e. non-smart code).

    In a nutshell you need to make a .dotm (document template with macros enabled), create a User Form to determine which set of data to get from Excel, and some VB code extract from Excel and place it in your document.

    http://www.fontstuff.com/vba/vbatut09c.htm < This was my main reference to create your User Form
    http://www.makeuseof.com/tag/integra...word-document/ < This was my main reference for VB code to extract from excel

    Other references:
    'http://visualbasic.about.com/od/learnvba/a/aa030103_2.htm
    'http://dailydoseofexcel.com/archives/2004/08/13/automating-word/
    'http://www.vbaexpress.com/kb/getarticle.php?kb_id=459

    Sorry I can't send the files I made, as it has sensitive information (and has ugly code).

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