Take the 2-minute tour ×
SharePoint Stack Exchange is a question and answer site for SharePoint enthusiasts. It's 100% free, no registration required.

Is there a simple way to do this? Basically I would have a list that contains a bunch of customer information and I would like to merge each list item to a specific word doc and insert each document into a library.

I've found a few things online but they seem unnecessarily complex...

share|improve this question
add comment

3 Answers

up vote 2 down vote accepted

Connect the list to an Excel Spreadsheet, save it out on your PC somewhere, then merge using that.

I think you can save out the individual documents created from a merge, but that'd be a feature of Word itself, not sure if it does that out the box, might need a macro.

share|improve this answer
add comment

I haven't tried to use a SPList as such, but I once did a spike where the metadata from a SharePoint document library should be inserted into a number of quick parts in a Word document.

Since the event triggers on a SPList is not triggered until the document is saved (Adding/Added) the quick parts could not be populated when the document was created, at least not using the event trigger approach.

I then switched to a VSTO approach and then is was possible to populate the tags right away, but it required a lot of code to fetch the metadata using a SharePoint web service, and the deployment story using VSTO was a nightmare, so the project is currently in hibernation.

share|improve this answer
add comment

try our mail merge web part at http://sharepoint.linkconcepts.co.uk

we also offer 15 day evaluation trial to test on your own server

Regards John

share|improve this answer
    
Please see May I promote products or websites I am affiliated with here? for guidelines on what is acceptable. If you just post an ad for your product you will probably get down-voted by the community. –  SPDoctor Oct 2 '12 at 18:30
add comment

Your Answer

 
discard

By posting your answer, you agree to the privacy policy and terms of service.

Not the answer you're looking for? Browse other questions tagged or ask your own question.