SharePoint Document Merge is the simple, fast and clean way to merge SharePoint list data into predefined Word, Excel and PowerPoint document templates with NO CODE! Also, merge multiple Word Documents to a single document!
Define 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 SharePoint lists.
Streamline and automate repetitive, time draining tasks.
Boast productivity and efficiency.
You’ll be giving your employees simple and more intuitive ways to work productively.
How It Works
After 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.
Create your Word, Excel or PowerPoint document template/s with the layout as required. 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.
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.
Create 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.
Select multiple Word documents to merge to a single Word document from within a document library. The selected documents will be automatically appended in the order selected.
Customise the file name and specify the SharePoint document library to store the automatically generated merged documents.
Do 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!
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.
Features and Benefits
Merge any SharePoint list data into Word, Excel and PowerPoint Templates with NO CODING!
Fast, save data entry time and increase productivity.
Very easy to install. Very easy to use, no training required.
Tightly integrated into SharePoint. Easy access via Ribbon Menu and Items Context Menu.
Simple Template Creation using Merge Field (Word) or Placeholders (Excel, PowerPoint).
Display Images for Image Hyperlinks (Word).
Specify output SharePoint document library and customise document file names.
One click automatic creation of multiple Merged Documents!
Merge multiple SharePoint list data into 1 Single Word Document (Choose to merge multiple Word documents to 1 single document).
Merge multiple Word documents into a Single Word document from within a Document Library.
Merge multiple PowerPoint documents into a Single PowerPoint document from within a Document Library.
Rich text support for Word, Support for Inserting Images in PowerPoint.
Automatically create accompanying PDF documents.
Automatically Merge with Workflow.
Repeated rows for Word and Excel from related list’s items (with lookup field)
Excellent UK based support!
All / Contribute
Simple to install with minimal training to usage (simple clear documentation provided)