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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
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