Saving mail merge as individual documents

The joys of mail merge!

Saving a mail merge as individual documents can be a bit tricky, but I'm here to guide you through it.

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

1. Open your mail merge document in Microsoft Word.
2. Go to the "Mailings" tab in the ribbon.
3. Click on "Finish & Merge" in the "Actions" group.
4. Select "Edit Individual Documents" from the dropdown menu.
5. Choose a location to save the individual documents, and select a file format (e.g.,.docx,.pdf, etc.).
6. Click "OK" to start the merge process.

Method 2: Using a macro or add-in

If you're comfortable with VBA (Visual Basic for Applications) or have an add-in like AutoText or Mail Merge Helper, you can use a macro to save the mail merge as individual documents.

Here's an example VBA code to get you started:

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

    ' Set the document and merge fields
    Set doc = ActiveDocument
    Set mergeFields = doc.MailMerge.Fields

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

Method 3: Using a third-party tool or service

There are also third-party tools and services available that can help you save a mail merge as individual documents. Some popular options include:

• Mail Merge Helper (add-in for Microsoft Word)
• AutoText (add-in for Microsoft Word)
• DocRpt (third-party tool for saving mail merges as individual documents)
• MergeTools (third-party tool for saving mail merges as individual documents)

These tools often provide more advanced features and customization options compared to the built-in method.