Hello
I need a bit of assistance on a data merge issue. I am trying to fax out 100 different invoices to 100 different recipients using pagesender as the fax app.
I use data merge manager in word to create the invoices, with an excel spreadsheet as the data source for all of the invoices. Once data merge has done its business, it needs to either print out one document at a time and then fax it to the recipient of that invoice. Normally word will print them all out as one big document, which I then Have to cut up into individual docs and save and fax. If I have to do this manually I’ll go nuts copying and pasting each fax number and attaching the files.
MS word 2004 does not have this feature, neither does any of the other programs I have reviewed out there. Is the an applescript or automator workflow that I can use to to this? I also need to include a generic cover letter for each with just my info and instructions to them for payment.
I’m not stuck on using pagesender, just need to have the best solution
anybody got an idea on how to make this work?
Print to pdf from Word. Set the name of the pdf to include the fax number.
I use a ‘|’ character between the name and the fax number.
Use PDFpen or there are several others to combine the cover letter with
each of the document pdfs.
Loop through all the pdf files, parse the name for the fax number and fax.
PageSender has been known to not put the fax document in the queue so
I always check before moving on to the next document.
Once a document has been successfully put in the queue then move that
pdf document to another folder.
When you get started show me what you have and I will help you through
this.
Cheers,
Craig
figured out that it was easier just to add a cover letter to the original word doc.
couldn’t figure out how to do this
“Set the name of the pdf to include the fax number.
I use a ‘|’ character between the name and the fax number.
John Doe Customer|888-555-1212.pdf”
How do you get word to print to pdf 100 individual files?
Also couldn’t figure this out
“Loop through all the pdf files, parse the name for the fax number and fax”
In regard to this one, am I to manually do this? -
“Once a document has been successfully put in the queue then move that
pdf document to another folder.”
found this solution for splitting the word docs out, from this site http://wordtips.vitalnews.com/Pages/T001326_Creating_Files_with_Mail_Merge.html
Sub Splitter()
’
’ splitter Macro
’ Macro recorded 9/13/08
’
Selection.EndKey Unit:=wdStory
numlets = Selection.Information(wdActiveEndSectionNumber)
If numlets > 1 Then numlets = numlets - 1
Selection.HomeKey Unit:=wdStory
BaseName = “Macintosh HD:users:myusername:documents:1 test:Let”
For Counter = 1 To numlets
DocName = BaseName & Right(“000” & LTrim(Str(Counter)), 3)
ActiveDocument.Sections.First.Range.Cut
Documents.Add
Selection.Paste
Selection.MoveLeft Unit:=wdCharacter, Count:=1
Selection.Delete Unit:=wdCharacter, Count:=1
ActiveDocument.SaveAs FileName:=DocName
ActiveWindow.Close
Next Counter
End Sub
Do you know how to amend the macro to have each separated file renamed as the unique string that identifies each doc, i.e. the fax number or customer name for the invoice?
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