=LEFT(B2,FIND(".
",B2)-1) for first name
=INT(DATE(YEAR(F2),MONTH(F2),DAY(F2))) for date extract
Sub MailMergeToPdfBasic() '
Mark the start of the Subroutine (i.e. Macro) and name it "MailMergeToPdf"
' Macro created by Imnoss Ltd
' Please share freely while retaining attribution
' Last Updated 2021-05-03
Dim masterDoc As Document, singleDoc As Document, lastRecordNum As Long '
Create variables ("Post-it Notes") for later use
Set masterDoc = ActiveDocument '
Identify the ActiveDocument (foremost doc when Macro run) as "masterDoc"
masterDoc.MailMerge.DataSource.ActiveRecord = wdLastRecord '
jump to the last active record (active = ticked in edit recipients)
lastRecordNum = masterDoc.MailMerge.DataSource.ActiveRecord '
retrieve the record number of the last active record so we know when to stop
masterDoc.MailMerge.DataSource.ActiveRecord = wdFirstRecord '
jump to the first active record (active = ticked in edit recipients)
Do While lastRecordNum > 0 '
create a loop, lastRecordNum is used to end the loop by setting to zero (see below)
masterDoc.MailMerge.Destination = wdSendToNewDocument '
Identify that we are creating a word docx (and no e.g. an email)
masterDoc.MailMerge.DataSource.FirstRecord =
masterDoc.MailMerge.DataSource.ActiveRecord ' Limit the selection to
just one document by setting the start ...
masterDoc.MailMerge.DataSource.LastRecord =
masterDoc.MailMerge.DataSource.ActiveRecord ' ... and end points to
the active record
masterDoc.MailMerge.Execute False '
run the MailMerge based on the above settings (i.e. for one record)
Set singleDoc = ActiveDocument '
Identify the ActiveDocument (foremost doc after running the MailMerge) as
"singleDoc"
singleDoc.SaveAs2 _
FileName:=masterDoc.MailMerge.DataSource.DataFields("DocFolderPath").Value &
Application.PathSeparator & _
masterDoc.MailMerge.DataSource.DataFields("DocFileName").Value &
".docx", _
FileFormat:=wdFormatXMLDocument '
Save "singleDoc" as a word docx with the details provided in the DocFolderPath and
DocFileName fields in the MailMerge data
singleDoc.ExportAsFixedFormat _
OutputFileName:=masterDoc.MailMerge.DataSource.DataFields("PdfFolderPath").Value &
Application.PathSeparator & _
masterDoc.MailMerge.DataSource.DataFields("PdfFileName").Value &
".pdf", _
ExportFormat:=wdExportFormatPDF '
Export "singleDoc" as a PDF with the details provided in the PdfFolderPath and
PdfFileName fields in the MailMerge data
singleDoc.Close False '
Close "singleDoc", the variable "singleDoc" can now be used for the next record
when created
If masterDoc.MailMerge.DataSource.ActiveRecord >= lastRecordNum Then '
test if we have just created a document for the last record
lastRecordNum = 0 '
if so we set lastRecordNum to zero to indicate that the loop should end
Else
masterDoc.MailMerge.DataSource.ActiveRecord = wdNextRecord '
otherwise go to the next active record
End If
Loop '
loop back to the Do start
End Sub '
Mark the end of the Subroutine
