With PATools Advanced Mail Merge you can run a special mail merge entirely in Microsoft® Excel® software where multiple rows can be listed in each merge document.

Examples include Customer (or Supplier) statements / remittances, where each one contains several lines of data for outstanding invoices; Examination Results, where each pupil's results sheet may contain one or more subject exam results; Order listings, where each supplier sheet has one or more orders; Orders, where each order contains one or more line items; Confirmation sheets, where each sheet may require one or more items to be confirmed individually; etc etc

(Note: If you wish to merge simple data ie one row per merge, you may find the PATools Mail Merge simpler and more effective.)

This may be useful for mail merging forms or data with other complex formulae or lookups. It may also be quicker and easier for those who have no experience with Microsoft® Word software but are familiar with Microsoft® Excel® software.

It is simple and intuitive to use. There is a full help file and an example file to see, both provided with the software.

The results can be output to

• a print preview for testing (or individual selection to print)
• a printer
• a file - either one text file (.txt) with page breaks between or individual text files, or to individual Microsoft® Excel® workbooks
• direct to individual emails with text file attachments, Microsoft® Excel® workbook attachments, or plain text in the body - and for the latter if you use Microsoft® Outlook you can have the emails sent straight to your outbox
• a new workbook with each merge result on a separate worksheet
  

To run a merge you simply create two worksheets.

• The first (main document) contains your form, letter, etc, with the merge fields included in cells marked with << >> (eg cell A6 might contain "Dear <<h.firstname>>,"). The sheet can be named as you wish, and can contain any number of merge fields anywhere on it alongside any other lookups, formulae etc. You specify merge fields as either 'header' or 'body' fields, so they can be treated differently; header fields can be anywhere, body fields must always be on one row so new rows can be inserted for each line item.
• The second sheet will contain the source data. In row 1 you put the merge field names (without the << >>), and below you have your data to be merged.

There are also a number of advanced options such as different numbers of printouts per merge, insert different images, selective source row merging, and merge to different destination templates in one run.

You can see more in the Help file here and in the Demo Workbook here.

And that's it! Try it out for free now, and buy securely on-line with license details by return email.

Click to see full size screenshot

Important note on Microsoft Outlook security

When using this PATools product many users of Outlook 2000 or later will encounter issues with the latest security patch, appearing for example as one of the following:

If you do not wish to see these messages we suggest you try the MAPILab product at

http://www.mapilab.com/outlook/security

This product is simple to install, and is free for private or commercial use. Although PATools does not recommend any particular product, we have successfully used this one ourselves and know of others who have found it to solve their problems.

For new users, the software will run on an evaluation basis, which means that you can use it for as long as you wish but it will only run up to 12 merges in each run.

You can purchase a license 24/7 using our secure automated service from this webpage below.

No need to uninstall your current version - simply download as above and unzip over the top of your current version.

Users who installed using the Installation Workbook method in the past will find the current version under C:\Program Files\PATools Software\... unless you chose a different location during the Installation.

Contact us if you have problems.

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Licenses expire after 1 year.

SAVE MONEY by buying an extended license (lasting more than 1 year) - see here

SAVE MONEY by buying several PATools Excel products - see here