How to use Microsoft Word's mail merge feature to merge into individual files.

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  • เผยแพร่เมื่อ 29 ต.ค. 2019
  • How to use Microsoft Word's mail merge feature to merge into individual files. A normal mail merge process merges all the records into a single file, this tutorial explains how to merge records into separate files, one file for each record. The video uses the Master document feature to achieve this. Mail merge, use heading styles which become the file titles. Only use allowable symbols. Micosoft Word tutorial. Mail merge in word. Merge to a file not a document.
    How to use Microsoft Word's mail merge feature to merge into individual files. Must know heading styles before you can do this. You must know outline and master document features to use this feature.
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ความคิดเห็น • 231

  • @ITsEasyTraining1st
    @ITsEasyTraining1st  4 ปีที่แล้ว +2

    How to use mail merge to merge into a file rather than multiple records in one file. Courses at www.itseasy.co.uk and online courses are available at www.itseasytraining.co.uk

  • @dbskholicable
    @dbskholicable 3 ปีที่แล้ว +1

    Thank you for your time.
    View> outline >show >create > save

  • @MrIanji
    @MrIanji 3 ปีที่แล้ว +2

    I’ve already commented below but I want to say a thank you to the poster. I’ve been using this solution with a few adaptations now for about a month, mailing thousands of customers, it’s saved thousands of hours! Credit also obvs to Microsoft!

  • @iamoutofideas13
    @iamoutofideas13 4 ปีที่แล้ว +1

    Awesome, thank you for walking through this process. It should be easy, but kicks me in the face every time.

  • @sophiemailloux7820
    @sophiemailloux7820 3 ปีที่แล้ว +3

    This saved me so much time. Thank you for explaining it so well!

  • @User_not_found_403
    @User_not_found_403 3 ปีที่แล้ว +1

    Thanks for the video - I knew there had to be a native way of accomplishing this without coding, installing extensions/plugins or 3rd party solutions

  • @lele5697
    @lele5697 3 ปีที่แล้ว +1

    Excellent - very clear, easy to follow - thanks so much!

  • @portohe1
    @portohe1 4 ปีที่แล้ว +1

    Awesome video! I can't thank you enough!

  • @drgabi18
    @drgabi18 3 ปีที่แล้ว +2

    Thanks for the vid, appreciate it

  • @muj8151983
    @muj8151983 3 ปีที่แล้ว

    This will save me so much time - thank you!

  • @MrsMajorhangover
    @MrsMajorhangover 3 ปีที่แล้ว +1

    Thanks so much for this, it's helped me immensely!!

  • @pressOK79
    @pressOK79 4 ปีที่แล้ว +1

    Very useful. Thank you for this video!
    But I have a question: how do you get all the final individual files with all 3 fields (title last and first name) as a name of the file?
    Thanks.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +2

      If the name etc is the first line Word should pick it up

  • @maximillianramirez1189
    @maximillianramirez1189 4 ปีที่แล้ว +1

    Good video Sir! Thanks.

  • @normanpeters6465
    @normanpeters6465 2 ปีที่แล้ว +1

    Will definitely try. Thanks a mil.

  • @tatramedved
    @tatramedved 2 ปีที่แล้ว +1

    Great, it works, many thanks!

  • @shieldsofgreen
    @shieldsofgreen 2 ปีที่แล้ว +1

    Excellent vid - really appreciate the tips! My files are getting saved in a totally different place, think this might be a onedrive syncing issue though... Unless you know different? Thanks!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      Glad it helped! Yes Onedrive stops it try saving to C drive

  • @rayk836
    @rayk836 3 ปีที่แล้ว +3

    This is fantastic and might save a significant amount of time. I've noticed that when all the individual files have been created, each file has 2 pages (even though in the merge document it shows up as 1). I see in your example you had the same issue. Any thoughts on fixing this?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +3

      Hi, somebody else mentioned this and when Itried to get rid I couldn't it just keeps creating a second page. I have not been able to get rid other than manually.

    • @reblfleur16
      @reblfleur16 2 ปีที่แล้ว

      I would also love to know if there’s an answer for this. I had to add a background on to my PDFs to outline that the blank was deliberate, to avoid any confusion from the recipients.

  • @dennisarrindell2244
    @dennisarrindell2244 2 ปีที่แล้ว +1

    Very usefull thank you!

  • @davidandrew5762
    @davidandrew5762 3 ปีที่แล้ว +2

    Hi, thank you for sharing this tips. I failed doing this for the files with header (it's only at the first page of each doc). Do you have any idea why?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      Are you using Office 365? You need them to save to the local drive.

  • @carmenblanch123
    @carmenblanch123 2 ปีที่แล้ว +1

    Amazing thank you

  • @clarerowe8741
    @clarerowe8741 2 ปีที่แล้ว +2

    This is so helpful, thank you for sharing! Do you happen to know how to save the individual documents as PDFs rather than word documents?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      Hi Clare, I don't think you can as it does not display that option when you merge.

    • @clarerowe8741
      @clarerowe8741 2 ปีที่แล้ว

      @@ITsEasyTraining1st Thanks for your quick reply! I will definitely refer to this video for future mail merges.

    • @tutsecret499
      @tutsecret499 2 ปีที่แล้ว

      Why you need to do in in PDF, after you merge the documents in word, just use protection for the whole document and put password. Or you can save each doc as pdf, but not feasible if you too many documents. Unless, if you can save as by highlight all the documents and print as pdf. Play with it, put a few testing files in folder, highlight without opening, press print from file option and save as pdf

  • @daphneho115
    @daphneho115 4 ปีที่แล้ว +1

    Thank you so much!!! This is such a life saver!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +2

      thanks

    • @daphneho115
      @daphneho115 4 ปีที่แล้ว +1

      Hi Steve, thank you again. I am using a window from a standard PC. My words document has a header and that seems to disappeared. When I try to add in the individual document manually it just to two pages instead of one. Any tips please?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @@daphneho115 The header disappears because when you use the Master document create feature, a new document is created so the header would not be there. It's a bit of a pain I know, I had to think about it for a while. Once you have the separate files created you should be able to open them as normal documents and then add a header again. It is not ideal I know. The header issue throws a spanner in to the whole process. It works fine without headers.

    • @daphneho115
      @daphneho115 4 ปีที่แล้ว +1

      Thank you Steve, no worries. This video is already a great help! One last question, my original template only has one page, do you know why I have now 2 pages for each document after the mail merge, and how can I delete the 2nd page I guess manually?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว

      @@daphneho115 I am not sure but it could be that when you create documents in Master view, there may be an extra line at the end of each document, which could generate an extra page. I am talking about the bit where you see the page breaks

  • @dannyhsu5612
    @dannyhsu5612 4 ปีที่แล้ว +1

    THANK YOU SO MUCH for this video... However, I'm running into a little situation. My title was formatted as last name, first name - document name Date.When I did the save, all the file names were only showing as a last name only. Would you please assist me in understanding what may have happened?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      I tried and got it to show title surname and firstname but then only the first number of the date. I think this is a limit on Word picking a file name. C:\Users\Steve\Documents\Mr Smith David 9.docx

      C:\Users\Steve\Documents\Mr Collins Chris 5.docx
      I could not get it to capture anymore data but if I find out I will post here. It may be a case of playing around with the style formatting

  • @steveoffice365
    @steveoffice365 11 หลายเดือนก่อน +2

    So cool

  • @sharaaz2001
    @sharaaz2001 4 ปีที่แล้ว +1

    Thanks much for this video. Very helpful! How can I produce multiple PDF files from master?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว

      Not sure about that one

    • @m.n.953
      @m.n.953 2 ปีที่แล้ว

      @@ITsEasyTraining1st when you save AS try to choes save as PDF file , i didnt try it but deserv a try logically/

  • @pennylow4563
    @pennylow4563 ปีที่แล้ว +2

    Hi there, thank you for the detailed explanation. I have tried it but it ended up that the save file came out only with 1 file instead of the multiple individual files. I have followed the steps one by one, are there any steps that I missed?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  ปีที่แล้ว +1

      Make sure you are saving it to the C drive and not OneDrive

  • @User_not_found_403
    @User_not_found_403 3 ปีที่แล้ว +1

    I just gave this a try and was getting the "this selection does not consist of heading levels" error. Rather than select all, I did a manual select and left out the top and bottom blank lines. The error I got next was "word cannot create a subdocument within a table" - but to get good consistent formatting, I did make use of tables. Any suggestions?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      It does not work within a table as far as I know as the Headings are in cells

  • @QuantumLegal
    @QuantumLegal 2 ปีที่แล้ว +2

    The method works but had a lot of limitations. I am finding it strips out my header entirely.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      Yes it does becuase it creates a completly new document

  • @tonybonifacic2278
    @tonybonifacic2278 4 ปีที่แล้ว +1

    And if I wanted to print only certain documents in a large file how do you suggest doing that. Out of 3,000 docs, say I wanted to print 25-44, 50-75 etc.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      If you are talking about mail merge and my example, you should be able to filter them as you merge. When you select merge to a document a filter box appears, type the record numbers you want in the box.

  • @hanselcreado3570
    @hanselcreado3570 3 ปีที่แล้ว +1

    Thanks this is a very useful video, I tried it out and it worked however, an extra page gets added, can you help me fix this?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      I know it does, I have not been able to stop it, sorry

  • @kaylabecknell5907
    @kaylabecknell5907 4 ปีที่แล้ว

    Thank you for the video. My issue is that I am creating letters to send to individual clients. Before my heading has to be a date. When I go to create as the last steps, it does not like that I have a date before the actual heading. How can I fix this without changing the layout of my letter?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      You need the first line to be a heading style the date would have to move

  • @niahassett-rees5908
    @niahassett-rees5908 3 ปีที่แล้ว

    Is there a way to do this method and keep the header and footer and the general layout of the letter the same? ive done it but the files are without formatting and headers or footers.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      You can't have headers and footers as a new document is created. Cut the hears out and paste them into the main document area. After that merge and the headers will appear but in the body

  • @lankylankster7148
    @lankylankster7148 3 ปีที่แล้ว +1

    Good day, Mr. ITsEasyTraining1st. May I do the same, as instructed in your video, whereby my merge document is based mainly on headers and tables? I use the Word/Excel 2013 versions. Thanks, LL.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      Yes, you can

    • @lankylankster7148
      @lankylankster7148 3 ปีที่แล้ว

      @@ITsEasyTraining1st "Yes, you can"? I'd appreciate a bit more effort than that, if you don't mind, given your videos pertain to "training" the public on becoming more technologically saavy. Thank you.

  • @stephanienichols4558
    @stephanienichols4558 4 ปีที่แล้ว

    This is exactly what I needed for my report cards. The only glitch I am having is there is an extra page after I complete the master document. Any ideas? I appreciate your help!

    • @susanballinger299
      @susanballinger299 3 ปีที่แล้ว

      I have the same problem. How can I get rid of the extra page on each document?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      not sure you can, it is looking at the section breaks in the source document, there is one at the end, which before you try you can't delete

  • @katyford3345
    @katyford3345 3 ปีที่แล้ว +2

    Hi! Great video, thank you! It worked almost perfectly, however when I open my newly created word documents, it has changed a lot of my font and formatting. Do you have any suggestions on how I can avoid this from happening? I'm creating hundreds of personalized letters, so going into every one and editing the format isn't going to be best solution here. Would really appreciate if you could help.

    • @MrIanji
      @MrIanji 3 ปีที่แล้ว +1

      Had the same issue and with 3000 cases live today I nearly sh&t myself. However after continually resetting the font and paragraph settings throughput the process, it worked fine with no formatting issues! I guess you’ve worked this out by now, just saying in case others have issues! Namaste

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      Let me check

    • @reblfleur16
      @reblfleur16 3 ปีที่แล้ว +2

      Yes! I was able to figure out the issues as well in the end. It look quite a bit of fiddling around with the format settings. I’ll be happy to explain the steps I took if anyone else faces this issue.
      The only other “issue” I had, was that it would create an additional page after the page separation break. Meaning that when I converted the document to PDF, an additional blank page would follow at the end of my document. I wondered if anyone else had this too? And if there was a way to prevent this?

    • @wendyclark1289
      @wendyclark1289 2 ปีที่แล้ว

      @@reblfleur16 I am having this problem massively. Any tips?

    • @wendyclark1289
      @wendyclark1289 2 ปีที่แล้ว

      @@ITsEasyTraining1st Any guides on preserving formatting?

  • @veronicastirl147
    @veronicastirl147 4 ปีที่แล้ว +9

    Hello. Even though I do have a heading it keeps telling me "the selection does not consist of heading levels" please help me understand why

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว

      Your Heading must be one of the preset Heading styles from the Home Tab, you can modify these to suit , but you must use them.

    • @rayson83
      @rayson83 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st I can see where I can modify settings of the Heading Styles, but I'm not sure what it should be adjusted to?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      You must use the Heading style that come with Word, not your own. You can modify the style to suit but it must be based on a preset style

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @@rayson83 What ever you like, as long as the source is based on a current heading style, you can change it to suit

    • @rayson83
      @rayson83 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st Yep...using the pre-set Heading Style. I'm wondering if I need to modify something in the settings of said Heading Style to make it work

  • @robertmast3184
    @robertmast3184 3 ปีที่แล้ว +1

    Hi Steve, great video and it works well if my heading is right at the start of the document. However I want to use this for letters which start with to whom it may concern and then the name follows underneath that. I want the name of the individual to be the header. When I click the create button It says "the selection does not consist of heading levels" Is there anything that I can do to work around this?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      I am not sure about this one, the whole thing works be picking the heading style on the top line. There may be a way with a macor used to ad to whom it may concern after the merge. a bit of trial and error I think

    • @jscastell26
      @jscastell26 3 ปีที่แล้ว +6

      @@ITsEasyTraining1st I know the original comment is older now - however, I wanted to share the work around I found which is to add white / invisible text at the top of the doc with the fields you want for the file name - set that as the header and then the file name works and no one knows the white text is even there. Hope that helps.

    • @m.n.953
      @m.n.953 2 ปีที่แล้ว

      @@ITsEasyTraining1st i have a solution for you .: at the first start of the document write the field you need to save as and make the header format but in whited color to be invisible then you can start the document with all the fields and text you need , and continue with Mr. Steve Saxon method to save all your documents . it is just a logical solution that I tried it. hope you successes.

    • @dennisarrindell2244
      @dennisarrindell2244 2 ปีที่แล้ว +1

      @@jscastell26 awesome tip!

    • @tutsecret499
      @tutsecret499 2 ปีที่แล้ว

      You make the name as header. Example Dear Joe Doe(that is a field), highlight it and make a header. Make sure you delete dots, unecessary caracteres on the top and bottom to avoid the error you are having.

  • @musicoflloyd
    @musicoflloyd 2 ปีที่แล้ว +1

    When I try this, the formatting in my individual documents changes (the Styles revert to the Word default presumably). Any tips for locking down the formatting before splitting the document?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      Becuase it creates a new document which is based on the Normal template, it will take the formatting from Normal.dot. If you make changes to that it may help

  • @Average_Dadx
    @Average_Dadx 4 ปีที่แล้ว +1

    Nice video. I've run into a problem where I have a multiple page document and when I follow these steps it adds an extra blank page at the end. I assume it has something to do with the template but I cannot figure out how to avoid the extra page.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      Try selecting the Outline view and see if there is a break. You may be able to clear the break. I am not sure why it would do that but you are probably correct. Try removing the break before the merge.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @Barbara Dunseith did my suggestion fix it

    • @christhackray
      @christhackray 3 ปีที่แล้ว

      @@ITsEasyTraining1st I believe your suggestion does fix it, but it is quite laborious if there are hundred of pages and therefore hundreds of breaks that need to be removed.

  • @gerribotha4786
    @gerribotha4786 3 ปีที่แล้ว +1

    Thank you so much! Very helpful!!!

  • @mattytaang
    @mattytaang 2 ปีที่แล้ว +1

    Really helpful, but have (probably) stupid question. I want to have each of my documents with the same header and footer but so far I'm not having any luck. Any thoughts? Thanks

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      It won't pull the headers through as it createa new docuemnt. You woud have to add the header to the source document

  • @kristenbiscoe8400
    @kristenbiscoe8400 3 ปีที่แล้ว +1

    I have a header with my logo and document information. Below that, I have the names of individuals. I formatted the names with the heading format and tried to follow your directions, but it keeps telling me that the selection does not consist of heading levels.. Help.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      The first line has to have the heading style, that is what becomes the document

  • @chris_thornborrow
    @chris_thornborrow 2 ปีที่แล้ว +1

    Hmm, set the heading style, its the first line of the file (apart from header/footer). I see seperate documents, it saves only one. 365 word. The only catch is my header is generated from the mail merge? Anyway I cant get this to work (9 attempts). Any ideas?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +2

      It won't work if it's saving to OneDrive, try saving to your C Drive. The header and footer will not come through as this process create a completly new document. You would have to add the header and footer into the document.

    • @chris_thornborrow
      @chris_thornborrow 2 ปีที่แล้ว

      @@ITsEasyTraining1st thanks, that could be it, gonna try it. I was using onedrive. Damn on the header and footer.

  • @m.n.953
    @m.n.953 2 ปีที่แล้ว +2

    hello.... thank you very much I was search for such a way to save certificates for my 800 students and finally I am don thanks to you .
    but unfortunately my template has a logo of my school in the template header , so all the documents was saved without the logo in the header. have you any way to keep my header on. pleas your help.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +3

      You will have to put the header into the body of the doc becuae this pricess create a new file completely

  • @CorpoMax
    @CorpoMax 5 หลายเดือนก่อน +1

    Very good video and great channel! I use the Word mail merge feature everyday with data coming from Access. The Access file is on our physical server. Now I want to move everything in the cloud via Microsoft 365. So I created a Sharepoint list and put my Word templates in Sharepoint. But I am unable to connect the Sharepoint list as the source of my data to continue to use the Word mailmerge feature. Do you have any idea how to reach my goal? Thank you for your guidance.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  5 หลายเดือนก่อน +2

      I have not managed to get this feature working with OneDrive, each time I have moved the files to the C drive. A bit of a pain I know.

  • @NixelPresentation
    @NixelPresentation 4 ปีที่แล้ว +1

    Sir, how can we do this mailmerge using vba?
    Is this Office 365?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +2

      I don't really know, but usually if you can do things manually you can do it in VBA

  • @zarifhaikal9932
    @zarifhaikal9932 2 ปีที่แล้ว +1

    im having problem bcs my files have header and footer, it says "the selection does not consist of heading level". do u know how to fix this ?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      The header and footer will not come through because new documents are created. The first line need to be a heading style. For example a persons name. The heading style is what triggers a new document.

  • @mariob5895
    @mariob5895 3 ปีที่แล้ว +1

    For some reason my sub documents don't get created. Is there a security setting or something I am missing?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      Does it save to One Drive, that can sometime cause an issue try saving to the C drive

  • @easyspeaking2u
    @easyspeaking2u 3 ปีที่แล้ว +1

    hI, HAVE 230 CERTIIFICATES THAT HAVE TO BE EMAILED TO INDIVIDUALS, AND i KEEP TRYING TO SEPARATE INTO SEPARATE FILES BUT iT WONT SEPARATE, DOES THE TOP LINE HAVE TO BE THE HEADER LINE AND DOES IT HAVE TO BE ONE OF THE MERGE FIELDS BECAUSE i HAVE MULTIPLE HEADERS ON THIS CERTIFICATE...PLEASE hELP

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      The top line does not have to be the heading but you will find the first record missed off, you might have to create a blank certificate. . When you higlight all the documents avoid picking up any blank lines or additional line with normal text. If it doesn't work go to me website and email me a copy of what you are trying to do and I will have ago

  • @adigolan6859
    @adigolan6859 3 ปีที่แล้ว +1

    Hi, Tnx a lot for the video ! really awesome explanation ! I did the whole procedure and when I saved the letter I got only one file that includes all the letter as links to a different folder (not the one I saved in)
    how can I save all the files in the same folder as you did ?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      ru using Office 365? If you are you might have to save it to the C: drive

  • @sammywammer9
    @sammywammer9 2 ปีที่แล้ว +2

    Hi - every time I follow this process it absolutely destroys my formatting, making changing every spacing to 2x what I had it before. Do you know why this is? I even changed my default template and went into Word settings and checked the boxes to not add a space before and after paragraphs for new documents.

    • @libreofficetutorials9499
      @libreofficetutorials9499 2 ปีที่แล้ว +2

      I am not sure why this happens. Are you using a template for your mail merge? I would try with a blank document and see if it still does it

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      thanks

  • @iwatatatahh
    @iwatatatahh 3 ปีที่แล้ว +1

    I am dealing with a larger (3 page) document and I am setting the top paragraph as a header. I am able to see each of the documents in their own box when I click create, but then when I save, they do not save individually. Then when I open the saved document, it just has a bunch of links that when I click them, the individual documents show up. Any ideas as to why this is happening as opposed to what happens in the video? Thank you so much!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      you're not using Office 265 are you?

    • @iwatatatahh
      @iwatatatahh 3 ปีที่แล้ว +1

      @@ITsEasyTraining1st Nope! Office 365. I copied and pasted the link locations in my PC and found where they're all being stored so I guess this works to an extent. Just not ideal. Please let me know if you have any ideas. Thanks you!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      @@iwatatatahh will di

    • @tutsecret499
      @tutsecret499 2 ปีที่แล้ว

      LOL, it became master document. You need to expand, if you want to see the master, or you go to your folder to see the subdocuments, the merged documents.

  • @deegee6477
    @deegee6477 3 ปีที่แล้ว +2

    why cant i get this to work with header and footer? Works very well otherwise

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      It is because you are creatining new documents. A work around is to copy the header and footer and place it within the document, then all the new documents will have the information. Not perfect but it works

  • @patriciasheng7400
    @patriciasheng7400 ปีที่แล้ว +1

    your final document shows page 1 of 2 - how do you get rid of the 2nd blank page?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  ปีที่แล้ว +1

      Good question, I have not found a way of deleting that

  • @susanballinger299
    @susanballinger299 3 ปีที่แล้ว +1

    This works perfectly for me except for one problem, it adds a blank page to every document that can't be deleted. Is there a work-around for this?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      I am not sure why, I can't really answer unless I have an example of your source file. The source file doesn't have a blank page I take it?

    • @susanballinger299
      @susanballinger299 3 ปีที่แล้ว +1

      @@ITsEasyTraining1st It does not. Can I email or post you an example?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      @@susanballinger299 go to my website you will find my email there

    • @christhackray
      @christhackray 3 ปีที่แล้ว

      @@ITsEasyTraining1st was there a solution for this as I am having the same problem?

  • @dwapurity
    @dwapurity 2 ปีที่แล้ว +1

    Thanks for your video. I tried your tutorial but I keep getting this error "this selection does not consist of heading levels". Can you help?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +2

      You need to make sure you highlight heading style first before the mail merge, Then once that is done select mail merge. Eash heading will become a document when you follow it through, however, if you are working in 365, make sure it saves to the C:drive

    • @dwapurity
      @dwapurity 2 ปีที่แล้ว

      @@ITsEasyTraining1st think I need a visual. Still not understanding. Still getting the error.

  • @sharaaz2001
    @sharaaz2001 4 ปีที่แล้ว +1

    Another question. How can I maintain my header and footer content (text and images)?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว

      I am not sure what you mean. If you put the header in the master file it should be on all pages

    • @megangonzalez1854
      @megangonzalez1854 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st this is so useful! I also tried this process using a document that has a header and footer and the images are lost when you save to individual documents. Any advice on how to make it show on all documents?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +2

      @@megangonzalez1854 I have had the same issue with Header as of yet I have not found a way around it, other than adding them in again which is not always practical. As soon as i know I will post it here.

    • @megangonzalez1854
      @megangonzalez1854 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st Thanks!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว

      Hi Sharaaz, I think I now understand why the Header is removed. When you select create a master document Word create new files therefore no header. I thought about maybe putting the header and page number on the document itself. Not a perfect solution but might work for you.

  • @tepperleen
    @tepperleen 3 ปีที่แล้ว +1

    I take it if the document has several section breaks that it won't work?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      The breaks for the document when you select them. It works becuase you use heading styles for the first line. If it doesn't work make sure you are not saving it to OneDrive, save it to the C drive and then check it gain. It works all the time, if it doesn't it usually is one of the two issues that I have mentioned

    • @tepperleen
      @tepperleen 3 ปีที่แล้ว

      ​@@ITsEasyTraining1st what does that mean, "the breaks for the document when you select them". I had a document that had a few section breaks and when I followed your instructions I ended up with hundreds and hundreds of documents instead of 50. I'm a legal word processor for a living for 25 years.

  • @katherine4643
    @katherine4643 2 ปีที่แล้ว +1

    Hi I save as test file but it's not saving to individual files. What am I doing wrong?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +2

      Did you use heading styles before the merge for the first line of the address? Are you using Office 365? You need to save them to your computer not OneDrive

  • @mbhupatrai
    @mbhupatrai 4 ปีที่แล้ว +1

    Try as I might, I've followed your steps exactly using the out of the box Heading Styles. It only deposits one file (akin to the one you named "Test" with the entire document. I'm using Word 2016 (on my computer), not Officeonline.com. Please help! Otherwise I'm going to spend the night renaming 1560 files!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      Did you do the Master document bit? When you highlight all the records and then create, you should see them all in the same location, i.e. where I saved my Test file, whatever you called your file.

    • @mbhupatrai
      @mbhupatrai 4 ปีที่แล้ว +1

      I think I may have figured it out. I was attempting to export to OneDrive. It would only drop the "Master" file. But when I used local storage (i.e., C:\) it worked! And now I'm testing the ability to batch convert to PDFs.
      I do have a follow-up question, however; the final letters may have logos, etc. Will those also be in the final (files) or will they be dropped?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +2

      @@mbhupatrai If the logos are in the files it should but if they are in the header it will not, because it creates new documents

    • @mbhupatrai
      @mbhupatrai 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st Yes thanks!
      I just removed stuff from the header, reduced the top margin and pasted the header stuff into the main body, above the main language, BUT I inserted the mergefields that I want to use for the file naming conventions above the new (pseudo-header).
      And of course now that I'm saving locally, the files are forming as needed!
      Many thanks for your wonderful guidance. You are now a friend!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @@mbhupatrai Great

  • @C4m3r4b4g
    @C4m3r4b4g 3 ปีที่แล้ว +1

    Tried and tried and tried! Does this only work with single-page documents? I'm trying to create 28 4-page documents. I get a single file full of hyperlinks to my c drive. I'm goinbto have to do it the old way deleting 27 and saving the one left 😢

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +2

      Those hyperlinks will lijnk to the standalone files, that's how this works

    • @C4m3r4b4g
      @C4m3r4b4g 2 ปีที่แล้ว

      @@ITsEasyTraining1st okay I see - I was expecting to see document icons like in your demo. I'll keep trying thanks.

  • @tagteam8545
    @tagteam8545 3 ปีที่แล้ว +1

    Can you do this if the document has headers & footers? if so how?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      No becuase it create new documents. You will have to put the header and footer in the document

    • @tagteam8545
      @tagteam8545 3 ปีที่แล้ว

      @@ITsEasyTraining1st If I put the header and footer in the document is there a way to keep it from moving/shifting when more text is added/ typed into the document?

  • @ragavendran228
    @ragavendran228 3 ปีที่แล้ว +1

    Hi
    I tried this feature but when I save the alignment of the letter changes I’m not able to fix this issue
    I have single page letter but after using outline it saves as three pages with all alignment changed
    Could I help

  • @aniljadhav9408
    @aniljadhav9408 4 ปีที่แล้ว +1

    I tried it. My file name comes out wrong and it is not saved it where I wish but somewhere deep in the Microsoft . Can you suggest where am I wrong?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว

      Ru saving to your C drive. Make sure you use a heading style before your do the merge, then when you highlight the records, make sure that you only select the records and not any blank lines at the start or end. It definately works but Office 365 tries to save it somewhere else, try to diret the save and you mmake have to turn auto save off

    • @aniljadhav9408
      @aniljadhav9408 4 ปีที่แล้ว

      @@ITsEasyTraining1st Thanks, I am saving in the cloud. But the file gets saved in the some directory not suggested by me. I tried but failed again. Let me do it form start, I shall update you, when I am successful.

  • @murtazaiqbal7267
    @murtazaiqbal7267 ปีที่แล้ว +1

    I am facing an issue with heading1 style.
    So i want to create documents which start with the "Product Code" - "product Description" - "Company Name".
    e.g.
    AB-9999 - N&A Apple Flavor - ABC Company
    I did follow your steps but turns out all files were created with only the 1st 2 Characters of the 1st merged field (Product Code) before "-".
    After a couple of tries with different scenarios, the conclusion is, Outlined files only create with only one merged field as document name and without special characters like "-&@...etc".
    Please if you know how to work around, do let me know because I don't want to use Macros.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  ปีที่แล้ว +2

      It is because Windows will not let you use those symbols when you save a file. try one, it will nt let you. It should work without the hyphen. N A would also work

    • @murtazaiqbal7267
      @murtazaiqbal7267 ปีที่แล้ว +1

      @@ITsEasyTraining1st thanks for prompt response and info.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  ปีที่แล้ว +2

      @@murtazaiqbal7267 you are welcome

  • @delfinasutanjie9084
    @delfinasutanjie9084 2 ปีที่แล้ว +1

    hi, when i try to save the file, the separate files does not appear. It is saved as one file. How can I fix this?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      If you look into the saved folder each hyperlinks is a file

    • @delfinasutanjie9084
      @delfinasutanjie9084 2 ปีที่แล้ว

      @@ITsEasyTraining1st it is not a folder, it is just a file

  • @patriciamayorga300
    @patriciamayorga300 4 ปีที่แล้ว +1

    When I do this I get an error message " Word cannot create a subdocument within a table." Any idea what I'm doing wrong?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      Did you use heading styles?

    • @patriciamayorga300
      @patriciamayorga300 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st yes

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @@patriciamayorga300 There should not be a table anywhere, I don't why that would come up. You should just select all the records and then create sub doc. If you are doing that It must be Word playing up.

  • @EdwardSun1
    @EdwardSun1 3 ปีที่แล้ว

    Thank you for a great instruction.
    Everything is as you said until this question >>> the final result is not showing file name as the first line. Instead, it is showing File Name 1, File Name 11, File Name 12 ... File Name 111, File Name 112, etc.
    How do I configure to show the first line?
    Thank you!!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      Did you highlight only the documentntext an not any blank spaces. Also did you set te first line as a heading style?

    • @edwardsun3314
      @edwardsun3314 3 ปีที่แล้ว

      I realized that when there is a punctuation, it would stop. Example: If the field data is "123 Main Street, NYC", it would only show "123 Main Street" in the file name. Any way to get around it?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      @@edwardsun3314 I will have a play and get back to you

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      @@edwardsun3314 It worked fine for me, I had to make sure that I din't select any area outside of the highlighted addresess. I know Office 365 doesn't work unless you save to the C drive

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      @@EdwardSun1 You are using Google doc I see, i have never used it but i will play again to see if I can get it to work

  • @madelineclaire100
    @madelineclaire100 4 ปีที่แล้ว +1

    I'm wondering if you can help me. This tactic worked great until I realized the individual documents don't carry over my header and footer from the original mail merge. Can you offer any advice to get the same result, but have the header and footer there too?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      Unfortunately the headers don't come across becuase you are creating new documents when you use the master document feature and create. The way round it, is to add the header and footer into your document then it will work

    • @sakshishrivastava6626
      @sakshishrivastava6626 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st can you please further explain the way around sir?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @@sakshishrivastava6626 If you have a header in your source document, remove it by cutting. Then come out of the header and paste the contents into the top of the document. If that pushes the pages details down too far, reduce the header space

  • @tomeisenmenger7048
    @tomeisenmenger7048 4 ปีที่แล้ว +1

    If you save as PDF file, will it generate multiple PDFs?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      I could not get it to work in Word because once you save as a PDF it is just one document, but I am not going to say no for definately because if you have a PDF editor maybe you can.

    • @tomeisenmenger7048
      @tomeisenmenger7048 4 ปีที่แล้ว +1

      I tried it too - no go. You can save the master as a pdf though and then use a pdf splitter. I suppose you could also somehow use a batch processor to convert all the Word sub documents to pdfs. Looking into that. (My interest in this is because I am using mail merge to build individualized assessments for my classes.)

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @@tomeisenmenger7048 Let me know if it works, good luck

    • @EAcerra
      @EAcerra 3 ปีที่แล้ว

      I also work in a school, and I need each file to be saved as the individual student's name. If you make the top merge field the first and last name (then turn it small and white to hide it) it will save each file as the student's name, which is great. BUT when Word creates those individual files, it saves them as this weird textedit file, not as a .doc or .docx file. I can't attach this file type to the system we use to communicate with families. Can't find a batch converter that works with this file type either. With a PDF splitter, are you able to automate it so the file saves with specific info on each page (like a student's name)? Or do you have to manually save each file yourself? I am creating a mailing for about 600 kids, and really at a loss at how to do this efficiently. Any ideas? Thanks!

  • @akoswayda9294
    @akoswayda9294 2 ปีที่แล้ว +1

    When I try to save it, it doesn't create ALL documents to the given directory, just the first one. Anyone here who tackled the same issue? Would be very important. Thanks!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +2

      Did you create heading styles and you need to save it to your computer not one drive. Hope this helps

    • @akoswayda9294
      @akoswayda9294 2 ปีที่แล้ว

      @@ITsEasyTraining1st OneDrive it is! Thank you Sir!

  • @jojocarrillo
    @jojocarrillo 2 ปีที่แล้ว +1

    doesn't work for me... i don't know what i'm doing wrong.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 ปีที่แล้ว +1

      Are you saving to one dive because that won't work, try saving to your computer

    • @jojocarrillo
      @jojocarrillo 2 ปีที่แล้ว

      found it... it was working all along but it was saving it in Windows\INetCache\Content.MSO.

  • @Ranveerkumar-wd5wr
    @Ranveerkumar-wd5wr 3 ปีที่แล้ว +1

    How to make 16 pages individual document through mail merge in word

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว +1

      Is that a question or a statement

    • @Ranveerkumar-wd5wr
      @Ranveerkumar-wd5wr 3 ปีที่แล้ว

      @@ITsEasyTraining1st it's question

    • @Ranveerkumar-wd5wr
      @Ranveerkumar-wd5wr 3 ปีที่แล้ว

      @@ITsEasyTraining1st I mean to say that , for example I have one file of 100 pages that I want to make it separate file of 10 pages Can we create an individual name wise file of 10 pages at a time through mail merge in word file plz help 🙏🙏

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 ปีที่แล้ว

      @@Ranveerkumar-wd5wr Yes, you can. Name each ten page group and make sure it has a headig style, then proceed with the ,ail merge and it should work

    • @Ranveerkumar-wd5wr
      @Ranveerkumar-wd5wr 3 ปีที่แล้ว

      @@ITsEasyTraining1st plz make an video for help

  • @kiahmorris4706
    @kiahmorris4706 4 ปีที่แล้ว +1

    THIS DOES NOT WORK FOR ME. Tried repeatedly. It still saves as one document. Happy for those who got it to function correctly though, must be a huge relief!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      When you select merge, it is one document, you should then select all your data and go to the view tab and select outline. Last step is to select create new document. If you have used heading styles in your source document it will create a document per record

    • @kiahmorris4706
      @kiahmorris4706 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st Thank you. Tried that. Didn't work out.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +2

      @@kiahmorris4706 I am sorry about that, I can't really help without seeing it for myself, it will be some small issue no doubt, I get frustrated sometimes, then all of a sudden it works.

    • @kiahmorris4706
      @kiahmorris4706 4 ปีที่แล้ว +1

      @@ITsEasyTraining1st Do you have a second to peek at it? I have 70 records to deal with. It would be nice to have a solution that works for me. Tried multiple times for over 90 minutes and I have to move on. Is there a problem with Office 365 or something? I get all the way up to the point of saving, everything matches your instructions, save the file and it is still combined.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 ปีที่แล้ว +1

      @@kiahmorris4706 Everything still looks combined in Word but if you look in to the folder where you saved the file there should be the records. If you are using 365, you may need to save to your C drive to get the results. You can then copy them back to 365. I am rememebring someone else mentioning this issue with 365