Sending Infopath Data to Word Template

S

spanky230

My problem/question is probably a common one but I can't get a straight answer.

My admin staff have several MS Word templates which contain many pages of generic information. Admin must scroll through the document and enter specific bits of info (such as the clients name) amongst the generic clauses etc.

I would like to have an InfoPath form to enter client specific information such as name and address and have that data merged into the generic MS Word report. Then save the customized Word document under the client file.

Is this possible. If so, what is the best way to achieve it?

Thankyou.
 
J

Jill Adams

After you create the form for the client specific information, and it
is populated, it can be exported to excel using the export wizard.
Unfortunately you are limited to 256 fields that can be exported. The
export sends all fields, populated or not, to Excel. You have the
option of selecting specific fields, but that is a manual selection
each time you export and is a pain. Once the data is in Excel you can
mail merge with your word templates.

In Word activate the Mail Merge tool bar VIEW>TOOLBARS>MAIL MERGE and
click on the "OPEN DAT SOURCE" icon to establish the association
between the Excel and Word Document. "Insert Merge fields" icon is
used to insert the Excel Fields in your template. "View Merged Data"
icon lets you toggle back and forth between the data and the inserted
fields. You can use the "Go To Record" arrows to index to different
rows (different client information) in Excel where you have data from
different forms, saving each under the appropriate client file.
 
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