Mail merge word to individual pdf

A common task!

To mail merge a Word document to individual PDF files, you can follow these steps:

Method 1: Using Word's built-in feature

1. Open your Word document and go to the "Mailings" tab in the ribbon.
2. Click on "Select Recipients" and choose "Use an existing list" or "Type new list".
3. Select the data source (e.g., an Excel spreadsheet or a CSV file) containing the recipient information.
4. Click on "Finish & Merge" and select "Edit Individual Documents".
5. In the "Merge to PDF" dialog box, select the output location and file name format.
6. Click "Merge" to create individual PDF files for each recipient.

Method 2: Using a third-party add-in

1. Install a mail merge add-in like "DocRpt" or "Mail Merge Toolkit" for Word.
2. Follow the add-in's instructions to set up the mail merge process.
3. In the add-in's interface, select the data source and output format (PDF).
4. Click "Merge" to create individual PDF files for each recipient.

Method 3: Using VBA macros

1. Open the Visual Basic Editor in Word by pressing "Alt + F11" or navigating to "Developer" > "Visual Basic" in the ribbon.

2. Create a new module by clicking "Insert" > "Module" and pasting the following code:

   Sub MailMergeToPDF()
    Dim doc As Document
    Dim rec As Record
    Dim pdfFile As String
   
    Set doc = ActiveDocument
    Set rec = doc.MailMerge.OpenRecordset
   
    While Not rec.EOF
        pdfFile = "C:\Path\To\Output\" & rec!RecipientName & ".pdf"
        doc.MailMerge.ExportAsFixedFormat _
            OutputFileName:=pdfFile, _
            ExportFormat:=wdExportFormatPDF
        rec.MoveNext
    Wend
   End Sub

3. Replace "C:\Path\To\Output\" with the desired output location.

4. Run the macro by clicking "Run" > "MailMergeToPDF" or pressing "F5".

In all methods, make sure to replace the placeholder data (e.g., "RecipientName") with the actual field names in your data source.