![]() 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.Ĭreate 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. 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. How does SharePoint Document Merge Work?Īfter 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.Ĭreate your Word, Excel or PowerPoint document template/s with the layout as required. A document for each list row (based on your selected template) will be automatically created and stored with a customisable file name to be easily identified. Select multiple SharePoint / Microsoft 365 Lists items or Bulk Merge an entire list. ![]() Automatically generate and output the populated documents to a user specified SharePoint document library. ![]() SharePoint Document Merge is the simple, fast and clean way to merge SharePoint / Microsoft 365 Lists data into predefined Word, Excel and PowerPoint document templates with NO CODE! Also, merge multiple Word documents to a single document!ĭefine 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 from SharePoint lists. ![]()
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