Thank you so much for this! I just set out to do something like this myself when I found your video. You just saved me hours of time building one of these myself.
Hi, thank you for the video really good. I have an Excel form that I use for each client relationship and it contains data and calculations that need to be put on a form and the form needs to be emailed as a manual process. Any suggestions on who I could get to help me get this work flow built?
Outstanding work Sir! Would you be so kind as to share the password you've used for the VBA project? I'm looking to make a much pared down version of this for more simple use, and would love to see exactly how you've done it.
I plan to add that functionality soon! Each word document is broken up into different zones and at present the macro does not yet loop through the headers and footers. I was wondering when someone might raise that issue!
Thanks for the fast reply. I will fill it out my Headers the old fashion way for now. Wasn't sure how to reach out regarding the following. I also found a hidden sheet that appears to be a client list.
@@Nyenbrink That is not a list of clients, but just a list of opposing parties that I sent correspondence to over time, and that list will automatically clear out when the search tool on the contacts sheet is used.
Just wanted to make sure... I have always used an excel workbook for my excel forms but lack the knowledge and time to figure out how to add my word docs. I was able to use only the portions I needed of form builder and added my workbook to it. Works great! Thank you!
Thank You so much for the amazing workbook! I am having issues with the date formats not writing out the long dates on formal documents. I am confused on the apostrophe's and where to put them.
If you have a date like "June 16, 2023", or "Friday the 16th day of the month of June in the year 2023", or whatever, and you want it entered into the Word document exactly like that, then do not use the {DateDocument} field shown on row 23 of the video, but rather create a new variable in the blue zone in the "Variables in List Format" section of the spreadsheet (row 39 and below) and then put that same variable in your Word document, and then in the variable contents cell in Excel (i.e. in the green zone) start your content with an apostrophe e.g. 'June 16, 2023. If you do that then the variable contents will be treated as plain text and should be written into Word exactly as you have it in Excel.
is there a way I can create a button that generates a PDF file for each word template individually and in this way, I can create multiple files in one go?
I do not fully understand your question, but I am pretty sure the answer is "no", including because this spreadsheet does not include convert to pdf functionality. If you have Adobe Standard (or Pro) you can use macros to bulk convert a library of Word docs to pdf, but this spreadsheet does not do that.
Yes, you can store a long list of data all the way down that sheet in the Excel Workbook, and you can define the column names on that sheet as you wish. That data can the be written to like named variables on a matter sheet in the Excel Workbook, and from there it can be written to Word document forms.
Hello Michael, is there any way to expand the amount of variable in the "Variables in Table Format" Chart? The particular documents I am automating may need to utilize much more that Row "Q", any inquiry will help. Thanks!@@MichaelDewTechTips
@@dasansasse5318 Yes, you can add more columns to make the table wider. Note that the far right column of the table (column Q before any additional columns are inserted) contains a named range (i.e. "RightOfTableHeadingsTemplateSheetCell" in the header row, and you must not delete that named range, but you can push it rightwards by inserting columns to the left. The macro will then look through all of the table up to the named range on the right and search for variable values. (The video provides more information about the table of variables starting at 6:17).
Awesome tool! Thanks for the template and video. As some others I would also like to learn and customize a little bit. Is there a chance to share the password for the VBA project?
How did you get the macros to fill in the field. Like are the curly bracket actually linked or is your macros going through the form looking for the instance in curly bracket and then filling it in if it gets a match
The latter i.e. the macro looks through the spreadsheet, remembers all variables and their corresponding values, then opens the Word document and writes in values for all variables that appear in the Word document.
Chris, if you now download the newest version that I just uploaded today you will see that I added a new field to the "Inputs" tab that allows you to set the currency. In your case you should put a £ in that field and then the content of any field in Excel formatted as currency will be written into the Word document form with the symbol specified in that field on the "Inputs" tab. You can also format your fields on the Excel sheets that contains the source data to have £ as the currency symbol, but that is not actually needed i.e. the macro will just check for whether cells are formatted as currency and if so will write the symbol on the "Inputs" page into the Word document regardless of what currency symbol is used on the data sheets in the Excel Workbook. Let me know if that works for you?
Hey there Michael, great job on this tool! I downloaded the most recent version of your spreadsheet but the 'Path to parent folders' section is missing from my Inputs tab.
Hey I really appreciate this video, great job! I tried to download the spreadsheet but its still not working for me. I saw someone else commented something similar, but I just wanted to ask because its still not working for me.
You left your comment right around the time I think (hope!) I fixed it, so perhaps try again now and let me know if the download works. For more detail see also my reply to that other comment you mention...
Thanks for the video. I'm trying to download the xlsm file, but when I click the link, nothing downloads. When I try right click "save as" it tries to download, but I get the error "Failed - Server problem". Any advice?
Yeah sorry, not sure why that link failed, but I reset it and it seems to be working for me now, let me know if it works for you now. The end of the file name should now say "v5", so try clearing your browser cache and refreshing your browser if that is not at the end of the file name when you hover your mouse cursor over the link.
Great work, it worked but after a while of not using it now I am getting a message 'This version of the spreadsheet is out of date' and it closes the entire file. How can I fix it? Thanks again!
I am not sure I understand your question, but you can enter personalized content in the green shaded column D for all variables listed in blue shaded column B, so I believe the answer is "yes, as noted in the video". If that does not answer your question try and set it out in a bit more detail and I will respond.
@@ffemt83 The formatting when the content is written into the Word document is the same as the formatting that was applied in the Word document to the variable code in the Word document. So just apply the formatting you want to the variable code in the Word document.
Is there a way you can share the VBA used to accomplish this? I've noticed several people ask this but you haven't responded. Your video is super helpful for showing that it can be done, but there are applications to use this process that is not friendly to simply reusing your provided example workbook.
I am still deciding what to do about sharing unlocked files. Over the past 10 years, at least hundreds, and probably thousands, of spreadsheets (not this one, but others linked to from this channel) have been downloaded, but pretty much nobody ever donates using the donate buttons on the download pages. It has been an interesting social study to see how many downloads there are, but how little (basically zero) donations there are when the donation is entirely voluntary. So I have been trying the option of selling some of the spreadsheets for a small fee (< $10), although this one is (as of April 2023) still free. I have also locked down the VBA on the spreadsheets that took especially long to make, which this one certainly did. If I do start charging a small fee (
@@MichaelDewTechTips not sure it affects your decision right now, but this is something I would pay for. Would save me 4-8 hours per week worth of work. There are add-ins that charge $8-$20 per month that do something similar. You could easily ask $50-$100 and those who know what they are looking for will pay. Other document creation applications are much more steep. The real value is learning the VBA for those who don’t know it. Even the other VBA tutorials on YT don’t demonstrate the application that you do. Aka. I’d pay for an unlocked version.
Do you mean "variable name" rather than column name? Are you saying that your word document contains a textbox and you put the variable name in the textbox in Word and the macro is not correctly writing the variable value in place of the variable code in the textbox in Word? If so...hmmmm...I never thought that someone could try put a variable code into a textbox, and so probably the macro cannot handle that at present...
@@MichaelDewTechTips I just used a 1×1 table and it worked, thank you. Also I've seen you have put a password for the code, is there anyway you could let me look at your code to understand and learn please?
Hi Michael and thanks for the fantastic video and excel file. I am trying to do something similar where I write a real estate report and the report extracts data or lets say market info from the spreadsheet which I regularly update, can you give me some help on this please
Riaan, not sure I fully understand your situation, but what you are describing seems kinda what the spreadsheet is designed to do already. Keep in mind that you can have variables in the spreadsheet that are NOT in the Word document. So could you can have different Word document forms that will just have select data from the spreadsheet written in to them.
As noted on the buy page: "The sheets of the Workbook are not password protected or locked, and users may modify them as they see fit, but the Visual Basic Editor is locked." If you want a refund I can provide one.
What part of it are you having trouble with? It does not work on macs, but should work on Windows computers. If you want you can email me your workbook and a form that you are having trouble with and I will take a look at it...
Good Morning Sir I have a question. If I want to change some words and numbers in this text by using vba in excel, what should i do? It should be filled automatically. I do not what to do. I did it in Word but not in excel. Could you help me in this case, please? 1. Sotuvchi, 2022 yilda ishlab chiqarilgan, rangi QORA CHERNIY, kuzov raqami XWB5V31BVNA531528 dvigatel raqami B15D213220192DFFX0140 turi YENGIL SEDAN bo‘lgan LACETTI avtomobilini sotadi, sotib oluvchi esa mazkur avtomobilni sotib oladi.
@@MichaelDewTechTips The text is in the Uzbek language and is part of a document. I fill almost the same dates in several documents every day. I am going to make it auto-fillable, and I did it in Word. However, there are some errors in Word files. So, I want to make it in Excel. Let's imagine we put text in Excel column, we want to make auto-fillable some words or numbers among the text. How can I make it auto fillable in excel? Could you help me in this case, please? Can I use VBA?
@@mahmudahror4953 Almost certainly you can use VBA, but you seem to have a very specific use case and I am not sure that this spreadsheet is set up for what you want to do. If you want you can email me at legaltree at gmail and provide me an Excel file with the data in it that you want to send to Word, and a copy of the Word file that you want to send it to, and I could have a quick look. No guarantees that I will be able to help, or that I will have the time to help, but I will look at it for a few minutes at least.
Hi, new subscriber here, this is what I've been looking for. Can I ask, if you know how to have the variable name be removed if the variable list is also blank? Thank you for your help.
Do you mean: (a) that there is a variable wrapped in curly brackets in the Word doc but that variable does not appear in the blue list in Excel, or (b) the variable is in the blue list in Excel but has no value specified in the green list in Excel? Both of those should result in the variable being removed from the Word doc and just a space being left in the Word doc.
@@MichaelDewTechTips Hi, sorry for the confusion, you're right, it should do the above. Btw, I transferred the file in another computer in our office to automate our tasks, but there is error when I enabled the Macro, it says compile error in workbook, I googled and it says the excel I was using might not be up to date with the code in the VBA.. I could add the add in one at a time or contact the developer of the code. Do you know how I can solve it? Thank you.
@@MichaelDewTechTips Hi nope, it's also a windows but I guess maybe the excel version is lower. Do you have any suggestion for this? When I googled it it actually says to run the code and check the addin as one or some of the add ins are causing it. if I can update the code I guess
I appreciate your sharing the depths of of the Word for our feeding and growth.
Thank you so much for this! I just set out to do something like this myself when I found your video. You just saved me hours of time building one of these myself.
Has the spreadsheet proved to be helpful?
Thank you so much. I actually used this to fill out multiple forms for non-mailing purposes and it works!
You could run entire companies with this
You saved my life. Thank you so much!
Hi, thank you for the video really good. I have an Excel form that I use for each client relationship and it contains data and calculations that need to be put on a form and the form needs to be emailed as a manual process. Any suggestions on who I could get to help me get this work flow built?
Outstanding work Sir! Would you be so kind as to share the password you've used for the VBA project? I'm looking to make a much pared down version of this for more simple use, and would love to see exactly how you've done it.
Amazing tool you've built!
Can you correct the error? Error 5 has occurred at execution time
Great Work! Thanks so much for sharing this.
This is great, thank you
This is awesome! Thanks for creating this content!
Any suggestions why everything works great except for headers and footers?
I plan to add that functionality soon! Each word document is broken up into different zones and at present the macro does not yet loop through the headers and footers. I was wondering when someone might raise that issue!
Thanks for the fast reply. I will fill it out my Headers the old fashion way for now.
Wasn't sure how to reach out regarding the following. I also found a hidden sheet that appears to be a client list.
@@Nyenbrink That is not a list of clients, but just a list of opposing parties that I sent correspondence to over time, and that list will automatically clear out when the search tool on the contacts sheet is used.
Just wanted to make sure...
I have always used an excel workbook for my excel forms but lack the knowledge and time to figure out how to add my word docs. I was able to use only the portions I needed of form builder and added my workbook to it. Works great! Thank you!
hello :) greayt work :) is there any progress with Headers nad Footers?@@MichaelDewTechTips
Outstanding
Do you have a Mac compatible version?
Sorry, do not have a Mac version.
Thank You so much for the amazing workbook! I am having issues with the date formats not writing out the long dates on formal documents. I am confused on the apostrophe's and where to put them.
If you have a date like "June 16, 2023", or "Friday the 16th day of the month of June in the year 2023", or whatever, and you want it entered into the Word document exactly like that, then do not use the {DateDocument} field shown on row 23 of the video, but rather create a new variable in the blue zone in the "Variables in List Format" section of the spreadsheet (row 39 and below) and then put that same variable in your Word document, and then in the variable contents cell in Excel (i.e. in the green zone) start your content with an apostrophe e.g. 'June 16, 2023. If you do that then the variable contents will be treated as plain text and should be written into Word exactly as you have it in Excel.
@@MichaelDewTechTips Thank you so much 😊
Great little tool. thanks. are you willing to share the vba? I'd like to explore some changes
is there a way I can create a button that generates a PDF file for each word template individually and in this way, I can create multiple files in one go?
I do not fully understand your question, but I am pretty sure the answer is "no", including because this spreadsheet does not include convert to pdf functionality. If you have Adobe Standard (or Pro) you can use macros to bulk convert a library of Word docs to pdf, but this spreadsheet does not do that.
thank you for sharing Michael!! please if possible the macro password so that I can personalize it?
Hi, i have a problem, When I open the file I get an execution error message "5" it gives me the. Do you have a solution for that?
Can you email me (legaltree "at" gmail) a screenshot of the error message so I can see it in more detail?
What is your email please? I don’t see it on website legaltree.
@@JorgePerez-n8v legaltree "at" gmail
@@MichaelDewTechTips ok, I sent it a few minutes ago.
Does the "Sheet Nav & Table Data " sheet store large lists of clientele? This information would be very helpful
Yes, you can store a long list of data all the way down that sheet in the Excel Workbook, and you can define the column names on that sheet as you wish. That data can the be written to like named variables on a matter sheet in the Excel Workbook, and from there it can be written to Word document forms.
Hello Michael, is there any way to expand the amount of variable in the "Variables in Table Format" Chart? The particular documents I am automating may need to utilize much more that Row "Q", any inquiry will help. Thanks!@@MichaelDewTechTips
@@dasansasse5318 Yes, you can add more columns to make the table wider. Note that the far right column of the table (column Q before any additional columns are inserted) contains a named range (i.e. "RightOfTableHeadingsTemplateSheetCell" in the header row, and you must not delete that named range, but you can push it rightwards by inserting columns to the left. The macro will then look through all of the table up to the named range on the right and search for variable values. (The video provides more information about the table of variables starting at 6:17).
Awesome tool! Thanks for the template and video. As some others I would also like to learn and customize a little bit. Is there a chance to share the password for the VBA project?
How did you get the macros to fill in the field. Like are the curly bracket actually linked or is your macros going through the form looking for the instance in curly bracket and then filling it in if it gets a match
The latter i.e. the macro looks through the spreadsheet, remembers all variables and their corresponding values, then opens the Word document and writes in values for all variables that appear in the Word document.
Hi this is great but when I use it for amounts of money it changes the currency symbol from £ to $, any help would be appreciated cheers.
Chris, if you now download the newest version that I just uploaded today you will see that I added a new field to the "Inputs" tab that allows you to set the currency. In your case you should put a £ in that field and then the content of any field in Excel formatted as currency will be written into the Word document form with the symbol specified in that field on the "Inputs" tab. You can also format your fields on the Excel sheets that contains the source data to have £ as the currency symbol, but that is not actually needed i.e. the macro will just check for whether cells are formatted as currency and if so will write the symbol on the "Inputs" page into the Word document regardless of what currency symbol is used on the data sheets in the Excel Workbook. Let me know if that works for you?
Hi, I bought a copy of the spreadsheet and would be interested to pay for the unlock version with VBA. Are you offering such an option?
No, sorry, not selling an unlocked version.
Hey there Michael, great job on this tool! I downloaded the most recent version of your spreadsheet but the 'Path to parent folders' section is missing from my Inputs tab.
oof, never mind, the tab opens up scrolled down to the bottom so the input area was hidden ... my apologies!
@@shelleymontreuil9907 No worries, hope it works out for you!
Hey I really appreciate this video, great job! I tried to download the spreadsheet but its still not working for me. I saw someone else commented something similar, but I just wanted to ask because its still not working for me.
You left your comment right around the time I think (hope!) I fixed it, so perhaps try again now and let me know if the download works. For more detail see also my reply to that other comment you mention...
Thanks for the video. I'm trying to download the xlsm file, but when I click the link, nothing downloads. When I try right click "save as" it tries to download, but I get the error "Failed - Server problem". Any advice?
Yeah sorry, not sure why that link failed, but I reset it and it seems to be working for me now, let me know if it works for you now. The end of the file name should now say "v5", so try clearing your browser cache and refreshing your browser if that is not at the end of the file name when you hover your mouse cursor over the link.
@@MichaelDewTechTips The download is working now. Thanks!
Great work, it worked but after a while of not using it now I am getting a message 'This version of the spreadsheet is out of date' and it closes the entire file. How can I fix it?
Thanks again!
You can download an updated version through the link in the description.
Awesome work!! Is there any way to format the signature (author name section) so the variable content is personalized?
I am not sure I understand your question, but you can enter personalized content in the green shaded column D for all variables listed in blue shaded column B, so I believe the answer is "yes, as noted in the video". If that does not answer your question try and set it out in a bit more detail and I will respond.
@Michael Dew thanks so much for replying! I am more interested if I could change the colors, font, size, things of that nature.
@@ffemt83 The formatting when the content is written into the Word document is the same as the formatting that was applied in the Word document to the variable code in the Word document. So just apply the formatting you want to the variable code in the Word document.
Is there a way you can share the VBA used to accomplish this? I've noticed several people ask this but you haven't responded. Your video is super helpful for showing that it can be done, but there are applications to use this process that is not friendly to simply reusing your provided example workbook.
I am still deciding what to do about sharing unlocked files. Over the past 10 years, at least hundreds, and probably thousands, of spreadsheets (not this one, but others linked to from this channel) have been downloaded, but pretty much nobody ever donates using the donate buttons on the download pages. It has been an interesting social study to see how many downloads there are, but how little (basically zero) donations there are when the donation is entirely voluntary. So I have been trying the option of selling some of the spreadsheets for a small fee (< $10), although this one is (as of April 2023) still free. I have also locked down the VBA on the spreadsheets that took especially long to make, which this one certainly did. If I do start charging a small fee (
@@MichaelDewTechTips not sure it affects your decision right now, but this is something I would pay for. Would save me 4-8 hours per week worth of work.
There are add-ins that charge $8-$20 per month that do something similar. You could easily ask $50-$100 and those who know what they are looking for will pay. Other document creation applications are much more steep.
The real value is learning the VBA for those who don’t know it. Even the other VBA tutorials on YT don’t demonstrate the application that you do.
Aka. I’d pay for an unlocked version.
Hi, how do I unlock the old pro forma now that the excel is behind a pay wall?
Not sure I exactly understand your question, but if you downloaded an old workbook a long time ago it might have expired by now.
@@MichaelDewTechTips Is there a way to get it back? I downloaded it around 10 months ago.
@@WGSBFunnyNo, you need to download a new version. It used to be free, now there is a small charge.
i've got it to work but when i add the column name in a Text Box it does not work, how do i solve this?
Do you mean "variable name" rather than column name? Are you saying that your word document contains a textbox and you put the variable name in the textbox in Word and the macro is not correctly writing the variable value in place of the variable code in the textbox in Word? If so...hmmmm...I never thought that someone could try put a variable code into a textbox, and so probably the macro cannot handle that at present...
@@MichaelDewTechTips I just used a 1×1 table and it worked, thank you. Also I've seen you have put a password for the code, is there anyway you could let me look at your code to understand and learn please?
Hi Michael and thanks for the fantastic video and excel file. I am trying to do something similar where I write a real estate report and the report extracts data or lets say market info from the spreadsheet which I regularly update, can you give me some help on this please
Riaan, not sure I fully understand your situation, but what you are describing seems kinda what the spreadsheet is designed to do already. Keep in mind that you can have variables in the spreadsheet that are NOT in the Word document. So could you can have different Word document forms that will just have select data from the spreadsheet written in to them.
i have paid to buy the worksheet, however there is still a VBA password. Could you please share?
As noted on the buy page: "The sheets of the Workbook are not password protected or locked, and users may modify them as they see fit, but the Visual Basic Editor is locked." If you want a refund I can provide one.
May I know how to download this wookbook? Thank you!
Click the link in the description of this Video, and then click the link at the top of the webpage that the first link takes you to.
Dangit this doesn't work :(
What part of it are you having trouble with? It does not work on macs, but should work on Windows computers. If you want you can email me your workbook and a form that you are having trouble with and I will take a look at it...
Good Morning Sir
I have a question. If I want to change some words and numbers in this text by using vba in excel, what should i do? It should be filled automatically. I do not what to do. I did it in Word but not in excel. Could you help me in this case, please?
1. Sotuvchi, 2022 yilda ishlab chiqarilgan, rangi QORA CHERNIY, kuzov raqami XWB5V31BVNA531528 dvigatel raqami B15D213220192DFFX0140 turi YENGIL SEDAN bo‘lgan LACETTI avtomobilini sotadi, sotib oluvchi esa mazkur avtomobilni sotib oladi.
I do not understand what you are asking, and also that text in the last 5 lines of your comment is very strange.
@@MichaelDewTechTips The text is in the Uzbek language and is part of a document. I fill almost the same dates in several documents every day. I am going to make it auto-fillable, and I did it in Word. However, there are some errors in Word files. So, I want to make it in Excel.
Let's imagine we put text in Excel column, we want to make auto-fillable some words or numbers among the text. How can I make it auto fillable in excel? Could you help me in this case, please? Can I use VBA?
@@mahmudahror4953 Almost certainly you can use VBA, but you seem to have a very specific use case and I am not sure that this spreadsheet is set up for what you want to do. If you want you can email me at legaltree at gmail and provide me an Excel file with the data in it that you want to send to Word, and a copy of the Word file that you want to send it to, and I could have a quick look. No guarantees that I will be able to help, or that I will have the time to help, but I will look at it for a few minutes at least.
How do I get this ?
See the link in the description
Sounds like you have a South African-Canadian accent
Hi, new subscriber here, this is what I've been looking for. Can I ask, if you know how to have the variable name be removed if the variable list is also blank? Thank you for your help.
Do you mean: (a) that there is a variable wrapped in curly brackets in the Word doc but that variable does not appear in the blue list in Excel, or (b) the variable is in the blue list in Excel but has no value specified in the green list in Excel? Both of those should result in the variable being removed from the Word doc and just a space being left in the Word doc.
@@MichaelDewTechTips Hi, sorry for the confusion, you're right, it should do the above. Btw, I transferred the file in another computer in our office to automate our tasks, but there is error when I enabled the Macro, it says compile error in workbook, I googled and it says the excel I was using might not be up to date with the code in the VBA.. I could add the add in one at a time or contact the developer of the code. Do you know how I can solve it? Thank you.
@@Lifelonglearner91 Is that other computer a mac? If so that is the problem. The macro is not designed for mac's.
@@MichaelDewTechTips Hi nope, it's also a windows but I guess maybe the excel version is lower. Do you have any suggestion for this? When I googled it it actually says to run the code and check the addin as one or some of the add ins are causing it. if I can update the code I guess
@@MichaelDewTechTips btw, the excel file in our office is 2007
ρɾσɱσʂɱ 😝