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I use an Excel Spreadsheet to manage client projects. See attached spreadsheet example.
Each line is a different client's project. At various stages of the project process, I need to send letters to my clients. For example, 2 weeks after beginning a particular project for a client, I need to send them a personalised letter (Letter A) informing them of the status of their project. Then a few weeks later, Letter B needs to go out.
I want to automate this process so that I can look at my spreadsheet, see the Client X needs to be sent a letter, click on Client X's cell (or somewhere) which then brings up the merged MS Word document for me to review.
This is not a mail merge, per se, because a) I want to open a particular MS Word template from Excel, not Word, and b) I only want to open one client's letter at a time, not a mass mailing. I'm not sure if this can be set up, though, using mail merge, VBA(?), or bookmarks....
So the functions required from within the Excel Spreadsheet are:
-Chose which MS Word template to launch
-Chose which client (ie. row) I want to merge data from
-The MS Word doc that opens is to be named according to data from one of the cells in that row