Mail Merge to separate documents (.docx .pdf) with custom file names and folders

Learn how to setup word so that you can Mail Merge a Word or PDF document to separate documents with custom file names. In this tutorial we merge both to Word Documents and PDFs.

0:00 Intro on what you will learn. Merge from Word document or PDF to individual documents
03:04 Demonstrating merging a Word Document to separate documents
05:33 Demonstrating merging a Pdf Document to separate documents
08:06 How to set up the process to work for you
08:06 The folders you need and setting up the datasource
14:29 Adding the developer ribbon in Word
15:20 Creating the module with the code to create the Macro
creating the module and copy pasting the code or import the module
18:47 Testing what we have setup
21:59 Executing the process the VB code does manually so as to understand what the code does
25:54 Analyzing the VB code for those that want to learn how the code works and what it does.

Link to download the .zip file with all the files used in this tutorial and the VB code:
Here is another link to download the zip file from OneDrive as some people are not able to download from DropBox:

[emanuelecostantinocatanzar]

Everything in this video is great: the macro, the clear explanation and the details of the code, the possibility to download the files.
One of the best videos ever.
Thank you so much for this pearl" 👍👏👏👏👏

[davethorpe]

This is, BY FAR, the best thing I've ever found on YouTube in the last fifteen years. You are amazing! I had to mail merge over 1200 documents, each with a unique file name based on Student ID. I don't know how I can thank you enough. Mate, seriously! Cheers :)

[Cloutpunisher]

THANK YOU so much. I knew this was possible but most suggestions online regarding splitting mail merges are to download a plug-in which I can’t always do as a contractor !!! You rock.

[TalesZuliani]

THANK YOU A THOUSAND TIMES
I had a 500 pages file to split into each page for each employee and our IT block sites like "I Love PDF"
your macro worked like a charm

I just renamed my sheet database to "MergeData" and added the three columns

[BKCreationz_SL]

I was searching for this process for a long time. When preparing service documents for equipment in the same models, even though mail merged and split into individual documents, I had to rename the PDF files one by one according to their serial numbers, which took a long time to open and check individually (had to repeat every month for different equipment lists).

Thanks to your video, I could save my time from hours of hard work into minutes of clicking. Thank you soo much for making the life easier by bringing up this valuable video. Highly appriciate your effort and will not miss to share this with my friends as well.
Thanks again.

[melaniefulton]

You're officially my new hero! I was trying to merge a document into individual files and all of the other video tutorials caused my images to disappear and the document spacing to get thrown way out of wack. This was absolutely PERFECT for my needs. And THANK YOU for making the code available for us to download.

[-sara-mohammed]

Sir you just saved my life!! I have 700 students to personalize a pdf file for and this just was perfect !!!!

[spygirl]

Thank you so much for posting this! I had a file with 50 letters and it merged into one big one. I did not want to spend hours separating. You're awesome for sharing your knowledge.

[eatcellsbiologybites]

Thank you! I'm new to Mail Merge and I needed to create separate PDFs with the recipient's name in the file name. This video is perfect for someone who has no coding background. Your instruction is excellent! In case this is helpful for others: It took me perhaps two hours to go through the video, take notes, and prepare my own Word doc and Excel sheet to practice. When I cut and pasted the code from the .txt file, the process would not Run. Rather, I received a Syntax error. Again, I don't code, so I didn't know how to fix that. Next I deleted that Module (as he does in the video) and imported the the .bas file. When I selected Run, it worked! Holy cannoli! It worked! I'll be using this often. One million thank yous for creating this excellent video and sharing the files.

[stevensmith-rc]

Thank you so much. I had a little difficulty until I realized that I hade to keep the first 4 fields in the spreadsheet as you had them, then add my stuff after.
Worked perfectly and loved the screen tutorials

[btjonaloi]

Amazing video, but even more amazing instructions, in detail, and with the possibility to skip to the part I need. Keep up this extraordinary work!

[GuadalupeMay]

This is amazing... I used mailmerge so many times in the years past, and it never occurred to me to look for a solution to save it in separate files... and for a big project I'm starting, this will save SO MUCH TIME, thanks! Very well explained, on top of everything!

[dustingillis]

Thanks for this! It's outrageous that this hasn't been built into Office yet

[jackduggan]

I found this after a few other attempts to accomplish this functionality which didn't work, however yours worked immediately and without issue, absolute life saver! Thanks mate.

[mily_vanilli]

This is so helpful and is saving me HOURS of work. Thank you for the hard work you put in and the easy-to-follow instructions! If you ever have the time, I would love to see how to add to the macro the ability to add a sensitivity label to each document.

[peterscobbie]

Thanks, Nicos, what a time saver and really simplified explanation of the whole merging / save file process

[carriemiller]

I can't thank you enough for this video. I'm glad I watched until the end because I only need .docx files and you made it very easy to understand how to edit the code. I have 3623 files to save, so THANK YOU THANK YOU THANK YOU!

[Misky]

This is very helpful. Thank you so much! :)

[maureennepomuceno]

Amazing! Saved me hours and hours of editing files one by one! Thank you!

[bandar]

Thank you so much for this amazing and helpful video! Your explanation of the mail merge process and converting files into personalized PDFs for each record was clear and detailed. Your presentation style and organization were excellent . I truly appreciate your effort in preparing and sharing this professional content with us. I will definitely recommend this video to others who need to learn this skill. Thanks again!