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Word type document auto fill in

  1. #1
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    Exclamation Word type document auto fill in

    Hi Guys,

    This is what i want to do, I want to create a standardized letter with merged/auto filled in sections such as Employee id number and name. I would like to create an excel workbook with the data need to fill in the form and the actual form to which, once filled in, i can print from on letter head. Is this possible?

    Please advise.

    Regards,

  2. #2
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    Re: Word type document auto fill in

    Yes this is possiable
    attached the sample file so i can guide

  3. #3
    Administrator FDibbins's Avatar
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    Re: Word type document auto fill in

    Hi, welcome to the forum

    You can probably do this with a table of all your data, then use VLOOKUP or INDEX/MATCH to bring in the necessary data.

    As suggested, can you upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.
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    Regards
    Ford

  4. #4
    Administrator FDibbins's Avatar
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    Re: Word type document auto fill in

    Hi, welcome to the forum

    You can probably do this with a table of all your data, then use VLOOKUP or INDEX/MATCH to bring in the necessary data.

    As suggested, can you upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.
    To attach a file to your post,
    click advanced (next to quick post),
    scroll down until you see "manage file",
    click that and select "add files" (top right corner).
    click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

    Once the upload is completed the file name will appear below the input boxes in this window.
    You can then close the window to return to the new post screen.

  5. #5
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    Re: Word type document auto fill in

    Team,

    Please find attached. I would like to do all the editing in a file like this and be able to have all the fields edited/updated once the employee number (EMPLID#) is found. I know i currently have it set up as a mail merge, but that is not a function in excel. I would only like to use this one file while updating the master sheet periodically. Please advise, and do not be afraid to be innovative with me in getting this done.
    Attached Files Attached Files

  6. #6
    Administrator FDibbins's Avatar
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    Re: Word type document auto fill in

    As you said, that is mail-merge, or at least, am image, so cannot work with that.

    Here is how it would be done though...
    N
    O
    P
    Q
    R
    15
    ID
    222222
    16
    17
    Division Department Emplid# Name Position
    18
    Human Resources Compensation & Benefits
    222222
    Jane Doe Manager

    If you put your ID in O15 (or wherever you need it to be), then you would use a formul;a like this to get the data...
    N18=INDEX('Master File'!$A$2:$E$6,MATCH(Letter!$O$15,'Master File'!$C$2:$C$6,0),MATCH(Letter!N$17,'Master File'!$A$1:$E$1,0))

    You would put this wherever you need *that* piece of info to appear

  7. #7
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    Re: Word type document auto fill in

    I would use mail merge in word with Excel as the source table
    https://youtu.be/IlJ5uC4O-sE

    http://www.easyexcelanswers.com

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