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#1
jgrewal

jgrewal

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Hi!

I send a lot of letters to different people but send the same letter - just have to change names and addresses.

However I dont have a list of names I need to send to so mailmerge from an excel sheet isn't an option as I don't want to first fill and regularly update an excel sheet.

What I'd like to do is create a form that I can fill out which will automatically complete the letter once I have filled in the addresses as I would do online when putting in a delivery address.

Currently on word I have to format the letter every time and save a new copy. What I would like is to simply fill out this form and a letter be printed/saved as a pdf once I click finish.

Does this make sense?

Would appreciate any help and advice anyone has to offer.

Regards

JG
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#2
starjax

starjax

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well, I think mail merge really is the best answer. It will take time to setup a contact list to work from, but once you do, it will be easy to accomplish the task. In the meantime what I would do is create the document you send and save it as a template. that way you can just open the template and modify the info as needed. I'm not an acrobat user, but you could do the same thing. create a document. Using acrobat (full version) you can create the forum (by converting to pdf) and then setting up what fields you want to be modifiable.

either way, this only helps you from recreating the letter from scratch every time. Building up a contact list (outlook 2010 for example or business contact manager can both export contact lists to excel) will allow you to automate this.

this is part of what I have to do at work when sending out mass communicaiton to targeted users.
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