How can I automate this printing procedure?

Posted on 2014-08-13
Last Modified: 2014-09-25
I have a client that is an insurance company looking to make their lives easier. They have 3 separate documents that each use a mail merge (50-75 people at a time on average).

* There's an "initial letter" which just has name and address.
* There's an auto quote page that generates an auto quote and even puts pictures of this specific person's cars.
* There's a final page with a home owner's quote that is specific to this person's home.

These three documents are separate files. Is there a way to create a macro or SOMETHING that can take the three pages for each person and turn it into a single document?


We want to be able to print all 50-75 people's documents and just "pick them up". We would ideally like to get a large office printer that has the sort/collate function so each person's documents are separated from the next.
Question by:ITworks
    LVL 37

    Accepted Solution

    The only real problem is getting the quote data into the merge database. How are the quotes generated?
    LVL 37

    Assisted Solution

    For example, can you create a CSV or XLS file? That can then also be merged.

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