Form Builder Spreadsheet - Write data from Excel to Word document templates (assembly / automation)

An Excel spreadsheet that writes data into Word document templates.

Written guide available at that same URL.

The user created Word document templates must contain field codes (user defined) which are also listed in the spreadsheet, and the spreadsheet must also list the corresponding variable values which are to be written into the locations of the field codes in the Word documents. This document automation / document assembly process avoids having to retype the same data into multiple Word document forms which may be used from time to time. This spreadsheet can be used by lawyers who frequently enter the same data into multiple forms (e.g. litigation file details written into various different court forms), but the spreadsheet is designed to be flexible and could be used in any situation where a set of data is to be written to multiple Word documents.

[terrygee]

I appreciate your sharing the depths of of the Word for our feeding and growth.

[emilybiri]

Thank you so much for this! I just set out to do something like this myself when I found your video. You just saved me hours of time building one of these myself.

[ritusarkar]

Thank you so much. I actually used this to fill out multiple forms for non-mailing purposes and it works!

[keithkeith]

Hi, thank you for the video really good. I have an Excel form that I use for each client relationship and it contains data and calculations that need to be put on a form and the form needs to be emailed as a manual process. Any suggestions on who I could get to help me get this work flow built?

[fletchdavidson]

You could run entire companies with this

[RW-mfiy]

Outstanding work Sir! Would you be so kind as to share the password you've used for the VBA project? I'm looking to make a much pared down version of this for more simple use, and would love to see exactly how you've done it.

[JorgePerez-nv]

Can you correct the error? Error 5 has occurred at execution time

[herman]

Great Work! Thanks so much for sharing this.

[dannyg]

This is awesome! Thanks for creating this content!

[Nyenbrink]

Any suggestions why everything works great except for headers and footers?

[williver]

Great little tool. thanks. are you willing to share the vba? I'd like to explore some changes

[joonaas]

Awesome tool! Thanks for the template and video. As some others I would also like to learn and customize a little bit. Is there a chance to share the password for the VBA project?

[meljoshua]

Hi, I bought a copy of the spreadsheet and would be interested to pay for the unlock version with VBA. Are you offering such an option?

[rebeccanelson]

Thank You so much for the amazing workbook! I am having issues with the date formats not writing out the long dates on formal documents. I am confused on the apostrophe's and where to put them.

[halloweenpot]

is there a way I can create a button that generates a PDF file for each word template individually and in this way, I can create multiple files in one go?

[dasansasse]

Does the "Sheet Nav & Table Data " sheet store large lists of clientele? This information would be very helpful

[salimbh]

thank you for sharing Michael!! please if possible the macro password so that I can personalize it?

[matthewshewfelt]

How did you get the macros to fill in the field. Like are the curly bracket actually linked or is your macros going through the form looking for the instance in curly bracket and then filling it in if it gets a match

[shelleymontreuil]

Hey there Michael, great job on this tool! I downloaded the most recent version of your spreadsheet but the 'Path to parent folders' section is missing from my Inputs tab.

[isaiahbaker]

Hey I really appreciate this video, great job! I tried to download the spreadsheet but its still not working for me. I saw someone else commented something similar, but I just wanted to ask because its still not working for me.