Merge to Word
Merge data from an Excel range into Word templates: each data row produces one Word file. The add-in looks for placeholders written as [ColumnHeader] in the template and replaces them with the value of the matching column on the row being processed.
This is how you issue a run of documents that share a layout but differ in content: inspection records per element, inspection requests per work package, labour contracts per crew, meeting invitations per organisation.
Commands in this group
| Command | What it does |
|---|---|
| Merge to Word | Merge an Excel range into Word templates, one .docx per data row |
| Create Title | Wrap the header row in [...] so you can see exactly which field strings to type into the template |
| Word → PDF | Convert the whole run of merged Word files to PDF, same names, same folder |
| Send Email | Send in bulk through Outlook using the same data table |
| Rename Files | Bring the output filenames in line with your document numbering convention |
Issuing a run of documents
- Build the data range on the sheet with the first row as the column headers — those header names are the field names you will use in Word (for example
RecordNo,Chainage,InspectionDate). - Write the Word templates, typing
[RecordNo],[Chainage],[InspectionDate]wherever a value belongs, and keep every template in one folder. - Go to tab DVD Addin → group File and Print → click Merge to Word.
- On the Word template folder row, click 📁 and choose the folder holding the templates; on the Output folder row, choose where the results should go.
- In the Pick Word templates list, tick the templates you need (hold Ctrl or Shift to pick several — each data row then yields a complete document set).
- In Data range (with header), type the address or click ⤴ and drag-select it on the worksheet.
- In Output filename column, choose the key column. Each file is named
<template name>_<key value>.docx. - Click Merge. The status line beside the button reports progress; when it finishes, the output folder opens in Windows Explorer.
- If the submission has to be PDF, run Word → PDF over the whole run, then bind the set with PDF Manager.
Example
Issuing 35 work inspection records, one per drainage culvert section. Sheet Culverts, range A1:F36:
| RecordNo | WorkItem | Chainage | InspectionDate | Contractor | SitePhoto |
|---|---|---|---|---|---|
| IR-001 | Box culvert D1000 | Km0+120 | 12/05/2026 | Hoa Binh Construction | D:\Photos\IR-001.jpg |
| IR-002 | Box culvert D1000 | Km0+185 | 12/05/2026 | Hoa Binh Construction | D:\Photos\IR-002.jpg |
| IR-003 | Gully inlet | Km0+240 | 13/05/2026 | Hoa Binh Construction | D:\Photos\IR-003.jpg |
The template Culvert_Record.docx reads: "On [InspectionDate], at chainage [Chainage], the parties inspected [WorkItem] executed by [Contractor]." and has a blank line holding [SitePhoto].
Point the dialog at the template folder, set the output folder to D:\Project\Records, tick Culvert_Record.docx, set the data range to A1:F36, choose RecordNo as the filename column and click Merge. The output folder receives 35 files, Culvert_Record_IR-001.docx onwards, already filled in with the site photo placed at the photo field.
Tips and caveats
- Field names in Word must match the column header exactly, including accents and spaces. The add-in adds the
[...]brackets itself when searching, so the header on the sheet stays plain (RecordNo, not[RecordNo]); if you have already run Create Title on the header row of the merge range, the template must read[[RecordNo]]. Always test one or two rows before issuing the whole run. - If a cell holds an image path (
.png,.jpg,.jpeg,.bmp,.gif) and the file exists, the picture is inserted at that field; if the file is missing, the field is simply cleared. - A column whose header starts with Bảng / Bang / Table / tbl is read as the name of a named range in the workbook — the add-in copies that whole range and pastes it at the field instead of pasting text.
- The filename column should be unique per row; identical names overwrite each other in the output folder and cannot be recovered.
- Microsoft Word must be installed; the add-in drives a hidden Word instance, so do not kill the Word process mid-run.
- Output is
.docxonly. Use Word → PDF for PDFs and Send Email to distribute them. - Line breaks inside a cell are converted to Word's own line breaks, so multi-line values keep their layout.
- Picking several templates multiplies the number of output files by the number of templates — check disk space before a large run.
- Fields placed in a template's header, footer or text box may not be replaced the way body text is — check a test document first.
- The command needs a current DVDAddin account (Standard or PRO); during the trial it is fully available. Create Title is free to use.
See also
- Create Title — prepare the header row before merging.
- Send Email — send in bulk from the same data table.
- Batch Print — bulk issuing, but printed or exported from Excel forms.
- PDF and OCR — convert the merged Word files to PDF and bind them into one dossier.