Mail Merge to pdf with conditional formula IF THEN ELSE in Excel is easier than in Word document
Defining conditional formulas for mail merge is much easier in an Excel than in a Word document.
The video presents defining an additional mail merge field "Salutation" with values "Mr" and "Mrs", as a conditional formula if/then/else, based on another column from an Excel document.
After switching to the text view, the newly created mail merge field is automatically detected in the Word document. Clicking the "Mail merge to multiple files" button, creates 1000 individually named PDF documents, according to the conditional formula.
Content:
0:20 Insert new mail merge field "Salutation" based on a conditional formula
1:50 Mail merge into multiple PDF files and name each PDF individually per customer
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