Word-Excel Mail merge

I want to be able to add different signatures (name, job title, email address)

Is ONE sender "selected" for the merge or are there multiple senders within the same merge
- if multiple senders what determines the "sender" of each letter?


I do not understand this

I also want to be able to link the name to be included at certain points of the letter text.

Are you wanting to repeat the "sender" name at various points in the letter?

You really don't need a macro for this - all you need is some field coding in the mailmerge main document. For example, if you want to display the username, simply use a USERNAME field at that location. Likewise, if you want to insert some variable text depending on the username, test it with an IF field, thus:
{IF{USERNAME}= "Joe Bloggs" "Conditional text for Joe Bloggs"}

Note: The field brace pairs (i.e. '{ }') for the above example are all created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message. Nor is it practical to add them via any of the standard Word dialogues. The spaces represented in the field constructions are all required.

Originally Posted by MP1989

Also not sure how to insert the username link to the IF statement as it formats it according to the that computer so says IF "Jo" = "Jo" rather than If"username" = "jo"

Why would you not validate the usernames and use those in the IF tests? The usernames should be centrally controlled. That said, you could force an upper-case test:
{IF{USERNAME \* Upper}= "JOE BLOGGS" "Conditional text for Joe Bloggs"}

Here is a method involving some basic VBA which I have tested successfully
- create a workbook of SenderDetails (demo attached)
- use VBA (in word document also attached) to open that workbook
- VBA looks for match to the current user's windows UserName
- relevant values returned
- bookmarks placed in document to mark text insertion points

Screenpic below of my values auto-entered at the 3 bookmarks
AtBookmarks.jpg

To test
- save both files to the same folder
- open the Excel file and add a row with your details
- use Application.UseName to get your exact username
- column A must match exactly otherwise you get nothing
- save workbook and close Excel
- open the Word document
- {ALT}{F8} returns list of macros
- run AddData
- the body text of the word document now includes your details (there's confidence for you!)
- it should be that simple (??)
- be careful not to remove the bookmarks while you delete data when testing
- If you accidentally delete bookmarks add them again with names BM1,BM2,BM3 to match the code

Let me know how you get on

Both procedures are in the same standard module of the word file

Dim usrName As String, Sender As String, Mail As String, Job As String, Signature As String
Dim fPath As String, r As Long
Dim doc As Document

Sub AddData()

Set doc = ActiveDocument
Call GetValuesFromExcel
With doc
    .Bookmarks("BM1").Range.Text = Sender
    .Bookmarks("BM2").Range.Text = Sender
    .Bookmarks("BM3").Range.Text = Signature
End With
            
End Sub

Private Sub GetValuesFromExcel()
'add reference to Excel Object library
    r = 0
    fPath = ThisDocument.Path
    usrName = Application.UserName
    Set xl = New Excel.Application
    Set wb = xl.Workbooks.Open(fPath & "\" & "SenderLookup.xlsx")
    xl.Visible = True
    Set ws = wb.Sheets("Senders")
    On Error Resume Next
        r = xl.WorksheetFunction.Match(usrName, ws.Range("A:A"), 0)
        Sender = ws.Cells(r, 2)
        Job = ws.Cells(r, 3)
        Mail = ws.Cells(r, 4)
        Signature = Sender & vbCr & Job & vbCr & Mail
    wb.Close False
    xl.Quit
   If r = 0 Then MsgBox "Name Match Not Found"
End Sub

Yes - you probaly noticed this
'add reference to Excel Object library

We are referring to Excel objects inside Word which is why we need to add a reference to the Microsoft Excel Object Library
It is possible 2010 uses a different version to 2016
- easy to fix

Open up the Word File
Go to VBA
Click Tools \ References \
Scroll down until you find Microsoft Excel Object Library
Click in the box on left
Click ok
That's it


ReferenceToExcel.jpg

Originally Posted by MP1989

Macropod - how would you add multiple IFs?

I'd have thought that's be pretty obvious:
{IF{USERNAME}= "Joe Bloggs" "Conditional text for Joe Bloggs"}{IF{USERNAME}= "Jane Doe" "Conditional text for Jane Doe"}