How to insert dynamic text from excel into Word and dynamic parts of a pdf into same word document

Bonnie McCullough 0 Reputation points
2025-02-11T02:47:35.2833333+00:00

Hi. At work, we use Excel that lists patient information with a line of patient-specific information that needs to be on the top of the letters provided to each patient. We also use a continuous PDF document with several patients' information that currently is cut in a snippet and pasted into the same letter that is sent to patients. Is it possible to automate moving information from Excel and from the PDF both into the letter? Right now everything is done by copy/paste and snippet/paste. I tried using mail/merge, but it did not create several documents with each name needed for each letter. It only chose the first item from the column I identified to use from the Excel document. Can you describe how to do any of these tasks? Please let me know if this is possible to do! Thank you.

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