Automatically save mail merge as individual documents

The joys of mail merge!

Yes, you can automatically save mail merge results as individual documents. Here are a few ways to do it:

Method 1: Using Microsoft Word's built-in feature

1. In your mail merge document, go to the "Mailings" tab in the ribbon.
2. Click on "Finish & Merge" and select "Edit Individual Documents" from the dropdown menu.
3. In the "Merge to New Document" dialog box, select the location where you want to save the individual documents.
4. Choose a file name format, such as "Document {MERGEFIELD}".
5. Click "OK" to start the merge process.

Method 2: Using a macro

You can create a macro in Microsoft Word to automate the process of saving individual documents. Here's an example macro:

Sub SaveMailMergeDocuments()
    Dim doc As Document
    Dim mergeFields As MergeFields
    Dim i As Integer

    ' Set the mail merge document
    Set doc = ActiveDocument

    ' Set the merge fields
    Set mergeFields = doc.MailMerge.Fields

    ' Loop through each record
    For i = 1 To mergeFields.Count
        ' Save the document as an individual file
        doc.SaveAs "C:\Path\To\Saved\Documents\Document " & i & ".docx"
    Next i
End Sub

To use this macro, follow these steps:

1. Open the Visual Basic Editor in Microsoft Word by pressing Alt+F11 or by navigating to Developer > Visual Basic in the ribbon.
2. In the Visual Basic Editor, create a new module by clicking "Insert" > "Module" or by pressing Alt+F11.
3. Paste the macro code into the module.
4. Save the module by clicking "File" > "Save" or by pressing Ctrl+S.
5. Close the Visual Basic Editor.
6. Go back to your mail merge document and click "Run" > "Run Sub/User Form" or press F5 to run the macro.

Method 3: Using a third-party add-in

There are several third-party add-ins available that can automate the process of saving individual documents from a mail merge. Some popular options include:

• Mail Merge Toolkit: A commercial add-in that provides advanced mail merge features, including the ability to save individual documents.
• AutoText: A free add-in that allows you to automate repetitive tasks, including saving individual documents from a mail merge.
• DocxMerge: A free online tool that allows you to merge data with a Word template and save the results as individual documents.

I hope these methods help you automate the process of saving individual documents from your mail merge!