Generate contracts, personalised letters to prospects, marketing materials, personalised policies, quotes, invoices, financial reports, project status reports, Presentations and get your SharePoint list data in Word, Excel or PowerPoint where you can really work with your data. SharePoint Document Merge Uses:ĭo you collect customer records, financial data, order information, or any other important business data in SharePoint lists? With SharePoint Document Merge you can swiftly merge this data into Word and Excel document templates with absolutely no coding! The selected documents will be automatically appended in the order selected.Ĭustomise the file name and specify the SharePoint document library to store the automatically generated merged documents. Select multiple Word documents to merge to a single Word document from within a document library. With SharePoint Document Merge you can now automatically create documents from any list for any predefined document template directly from the Ribbon Menu (SharePoint Document Merge) or list items Context Menu.Ĭreate a selection of merged Documents by selecting multiple list items and clicking on the “Merge Selected Items” option from the Ribbon Menu or utilise the “Bulk List Merge” to automatically generate a document for the entire list. Use the List Column Internal Name as Merge Field Name (Word) or Place holder (Excel, PowerPoint) where you want the list data to appear in the document template. How does SharePoint Document Merge Work?Īfter you have added the SharePoint Document Merge Solution, the Document Merge Option will now be available for all list items and Word documents within document libraries.Ĭreate your Word, Excel or PowerPoint document template/s with the layout as required. A document for each list row (based on your selected template) will be automatically created and stored with a customisable file name to be easily identified. Select multiple SharePoint / Microsoft 365 Lists items or Bulk Merge an entire list. Automatically generate and output the populated documents to a user specified SharePoint document library.
SharePoint Document Merge is the simple, fast and clean way to merge SharePoint / Microsoft 365 Lists data into predefined Word, Excel and PowerPoint document templates with NO CODE! Also, merge multiple Word documents to a single document!ĭefine Word and/or Excel and/or PowerPoint templates, store them in document libraries or access them from a drive location, then easily merge those templates with data from SharePoint lists.
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