Guides

Honest answers to the questions people keep asking about turning a spreadsheet into a pile of documents. Every one covers the free Word, macro and add-in routes first, because sometimes that is the right answer.

• How to mail merge from Excel to Word

  The full walkthrough: preparing the sheet, every Mailings step, and the number and date fixes.

• How to create multiple Word documents from Excel

  Every row its own Word file. Mail merge, VBA from the Excel side, and the browser route.

• How to create separate PDF files from Excel rows

  One row, one PDF, named from a column. Four routes including Power Automate.

• How to mail merge to separate Word documents

  Word gives you one long document. Four routes to one file per record, and what each costs.

• How to save a mail merge as individual PDF files

  Save as PDF gives you one 200-page PDF. Here is how to get 200 named PDFs instead.

• How to automatically name Word files from Excel

  Invoice number, customer, employee ID — not record_001. Plus the filename rules that bite.

• How to do a mail merge without Word

  No Office licence, a Mac, or macros switched off by IT. Four options that skip Word.

• Making certificates in bulk from a list of names

  One certificate per person, each its own file. Why PowerPoint templates break mail merge.

• How to populate a Word template from Excel

  Build the template, mark what changes, then autofill it — one filled document per row.

• Why mail merge changes your numbers and dates

  1250 instead of 1,250.00, dates flipped or turned into 46095. The cause and three fixes.

• Mail merge not working: the eight real causes

  Same record on every page, fields showing as codes, records missing. Symptom to fix.

• Generating personalized documents in bulk: every method compared

  Mail merge, macros, add-ins, Power Automate, scripts, web tools — side by side.