Fixed a minor issue in the List Variables etc editor and added another version of the editor which includes access to Content Controls. This is not included as a replacement for the former, although it will perform the basic role of the other, but as a supplement to it. Both versions are in the zip file so you may choose which is more suited to your use ... or install both.
Fixed a minor issue with the Many to One add-in and completed a new Session Load Add-ins from File add-in to facilitate the temporary loading of one or more global templates from a number of folders, for the current session, or unless released.
A user reported an issue with the Many to One add-in when merging into a protected form. This has been addressed.
In response to a Word forum request I have produced a simple add-in for the insertion of mail merge fields which keeps the dialog open between insertions, while allowing the user to move the insertion position in the document.
Updated the Print to PDFCreator add-in to allow the printing of unsaved documents.
The Many to One add-in continues to throw up the odd anomaly, that I have been unable to reproduce. However I have made some small modifications to try and address the latest issue.
Discovered and fixed a minor, but potentially annoying bug in the version 1.3 of Print to PDFCreator I uploaded yesterday.
VBA programmers will know that the Duplex options of Duplex Printers are not exposed to VBA. This has proved a pain, with no end of oddball suggestions to work around it. There is a solution and it is the PrinterDuplex.DLL from http://www.EXCELGAARD.dk/Lib/PrinterDuplex/ which provides the missing link. A useful piece of programming that I am sure many of us can find a use for.
Prompted by a forum post by someone who wanted to save documents as TIFF format, I have updated the PDFCreator add-in to produce the other formats (including TIFF) that PDFCreator is capable of.
Following on from the updates to several add-ins with regard to the use of the latest version of PDFCreator when available, I have completed an add-in for Word (2007 and later) to simplify the task of printing to the latest version of PDFCreator
I'm still having problems with non English interfaces and Many to One. I am hoping that today's update has fixed the remaining issues relating to certain boolean values associated with the e-mail settings.
Continuing the development of the four add-ins that employ functions to create PDF documents using PDF Creator 2.#.# I have added additional security options, thanks to some research by my old friend Greg Maxey and his desire to update the Batch processes add-in that we co-developed to add the ability to use the latest version of PDF Creator.
Due to ill health, and consequent long running medical treatment over the last few years, I have rather neglected the photo galleries, however I have started a gallery for 2017 and hope to remain well enough to keep it up now the treatment is finished.
For some time some of my mail merge add-ins have offered the ability to merge to PDF format files using PDFCreator when it is installed. I have continued to recommend the earlier version 1.7.3 until now, but thanks to urging by my old friend Greg Maxey and some suggested code sequences sufficient to get me interested in updating, I have now updated the add-ins to use the current version of PDFCreator.
Those add-ins are Individual Merge Letters, Merge and Split and Many to One. Do note that if you wish to continue to use the earlier version of the PDFCreator driver, do not update your installed add-ins as the PDF Creator options will no longer work with version PDFCreator 1.7.3 and earlier. In theory, if you have the older version and attempt to merge to PDF Creator with these updated versions, the error trapping should ensure that no PDFs should be produced.
Updated the Merge and Split add-in to enable it to split documents that have previously been merged to a new document and the original merge document and data source are no longer available.
The update of the 10th to the Many to One add-in appears to have introduced a Type 13 error relating to a missing registry entry on first running the updated version (because the update also clears the existing registry settings). I have now fixed the issue,
Friday's update to the Individual Merge Letters add-in was a tad premature and may still not work correctly on non-English interfaces. I have updated the add-in to (hopefully) address the issue.
Minor update to the Field Text Converter add-in to ensure that the text/field(s) to be converted are correctly selected.
Updated the following add-ins to improve compatibility where the interface language is not English:
Earlier this month I added code to add rows to tables in a protected form, using separate code for each form field type. I have now integrated the three macros which will thus work whatever type of form field is used.
A user has pointed out that the e-mail function in the Invoice template does not e-mail the attachment. This is now fixed with an updated Outlook function.
Fixed another minor bug in the Many to One add-in.
Added code to the macro code examples to add a row to a table in a protected form on exit from the last row.
I noticed that my usual disclaimer was not displaying correctly in the Envelopes and Labels add-in, so I have taken the opportunity to address that.
As if the recent Many To One add-in debacle couldn't get any more embarrassing, I have learned overnight that two of the dialogs don't display correctly when used in Word 2007/2010. 2013 and later are OK. I have rushed out a quick fix.
Unfortunately the update I made to the Many to One add-in version 12.5 caused as many problems as it solved, so I have made extensive changes and those who had problems have tested the update which seems to have done the job. I strongly urge those who have downloaded 12.5 to update to the latest version.
I have updated the web page to reflect the changes.
I have added a further minor modification to the Multi-Choice add-in to add a macro warning text to the documents it creates or modifies.
I have been working on the Multi-Choice add-in I uploaded last week, to address a few minor anomalies, but especially to add major functionality to add the user interactive capability to questions and answers listed in an Excel workbook.
Users who have Outlook installed as part of Office, but who have not set it up, and prefer to use another e-mail application, have run into errors when using the Many to One add-in, which assumed that if Outlook was available, it would have been configured. I have therefore changed the validation to ensure that Outlook is the user's default e-mail application, by reading the registry key HKEY_CURRENT_USER\SOFTWARE\Clients\Mail before allowing e-mail functions.
As the winter weather draws on, I have been working on an add-in to aid those users who produce multi-choice questions and answer documents, with the prime aim of making those documents user interactive on the PC.
The first draft of the Multi-Choice add-in is now available, but if users have any suggestions how it could be made more useful, I am willing to explore what is possible.
The MVPS.ORG web site, to which there are several references and links on this site, is about to be discounted. I have therefore reproduced a couple of the pages that are referenced here, so that there will be continuity until it becomes clear what will happen to the bulk of the material on that site.
User feedback identified a problem with the Many to One add-in with regard to the use of CC/BCC mail recipients. This has now been addressed.
I have found myself fielding questions about how to save e-mail messages from Outlook to Windows files on a number of occasions recently in various forums I subscribe to, so I thought it worth adding the method to this site.
Created a new add-in to facilitate the addition, change or removal of Mergeformat and Charformat switches to Word fields that will accomodate such switches.
Corrected a problem with the Many To One dialog that has managed to lose its ability to select the One to One option. I suspect due to a recent Microsoft update which has affected VBA userforms.
Minor update for the Print an Envelope or Labels add-in, containing error trapping for an incompatible envelope template selection
User feedback reported a couple of minor issues relating to the Photo Gallery add-in and its storage of configuration data. These have been addressed.
Recent tests show that the Many to One process is converting switches associated with merge fields (switches may not be used on child fields) are being converted to all Lower case, which plays havoc with date fields. This has been addressed. Given that the add-in has been around for several years and this is the first time that this issue has come to light, suggests that it may have been affected by one of Microsoft's interminable updates. Whatever the reason, it is fixed ... for the moment.
Made changes to the worksheet checking functions to allow the use of Worksheets other than Sheet1 and to allow the use of XLSM data sources with the Many to One add-in.
Following user feedback on the Photo Gallery Template, that the process was failing after a recent security update, that affected the ability to save the variables stored in the template between uses, I decided to change the process to save the variables in the Registry instead. This version is now available to download if you are having trouble with file save errors related to the add-in.
Updated the Insert Future Date add-in to allow the date to be optionally inserted at a bookmarked location in the current document.
Updated the Envelope & Label add-in to incorporate improved Outlook addresses access; and to fix a couple of minor display anomalies in the configuration dialog, relating to the use of and Excel workbook to hold the address data.
Following feedback from a user, I have addressed an issue with the Merge and Split add-in which was unable to handle different first page (or odd/even) headers or footers. I have addressed that and the updated version should be able to handle such header/footers correctly.
Following some discussion in Word forums on the topic of extracting label date for re-use as a mail merge data source, I decided to revisit my web page on the subject. As it had been some considerable time since I prepared that page, and things have moved on, I thought it a good idea to prepare a simple add-in, for those uncomfortable with macro programming, to automate the process of extracting label data to an Excel worksheet.
Fixed a minor bug caused by an unfortunate typo in the revised Many to One add-in I uploaded on Saturday, related to the use of CC copies of e-mails when merging to the body of an e-mail message.
Some users had also complained that the add-in affected the format of the document when merged to e-mail message bodies. This related to disparate style definitions between Outlook and the merge document. It too has been addressed.
In response to recent feedback from users, I have undertaken a major redesign of the Many to One mail merge add-in. To avoid frightening the horses, the user interface remains the same, but behind that, the e-mail function has been completely rebuilt and the reliability of the filtering system much improved.
In response to a user suggestion, I have modified Monday's add-in to send documents by e-mail to allow the user to elect the filename of the attachment, irrespective of the name of the original document.
Updated the Insert Date and Future Date add-in to store an entered custom date format for re-use.
Added a new page featuring a simple add-in to aid the sending of documents by e-mail either as the message body or as an attachment.
Added a second new page featuring a simple add-in/template to automate mail merge from Outlook contacts to pre-prepared word documents
Fixed another issue in the Many to One add-in filter module. This related to the use of data source workbooks that were not in XLSX format. Now temporary data sources will always be saved as xlsx format. In addition, I have reduced the length of the temporary folder path to reduce the possibility of SQL errors due to over-long data connection strings,
Fixed a significant bug in the Outlook Contacts to Excel add-in.
Fixed an error condition that could occur in some circumstances when using the Duplex Name Label add-in.
Following user feedback I have extensively revised the filter section of the Many to One Mail Merge add-in.
Added an Excel version of the Save Reminder add-in, response to popular request. Like its Word counterpart, this add-in also integrates with the Excel version of the Save in Two Places add-in, where present.
The Excel version of Save in Two Places required a minor modification to enable that integration to take place.
It has been brought to my attention that the Extract Data from Forms add-in crashes if there are more than 255 fields in the form. Until I decide how to address this, I have added code to warn the user and stop processing when presented with such a form. To date no-one has requested compatibility with such a large data set.
Updated the Extract Images from Word document add-in to also do the same for Excel workbooks and PowerPoint presentation.
On Friday last I produced an error handler for field lengths in excess of 255 characters for the Extract Data from Forms add-in. After further development work, it appears that if a dummy row is added to the newly created worksheet with more than 255 characters in each cell, the subsequent field lengths are not curtailed. So I have updated the add-in and incorporated a procedure to add and hide the dummy row (it works just as well when hidden) to enable field lengths longer than 255 characters to be accommodated.
Error trapped duplicated file names when importing Excel data into the Address Book add-in
It has been noted that where a field contains more than 255 characters, the Extract Data From Forms process crashes. This error has been trapped.
Updated the Envelope and Labels add-in to allow the use of Access data sources,
Fixed a minor bug in the Extract Data from Forms, tagging utiity.
My Many to One add-in has been problematic for some users, when used with Exchange Server e-mail accounts in Outlook. This relates to the way the accounts are configured. However, the differences fall into two camps and previously I have addressed this, by offering those users who have problems, with a modified version.
I have now incorporated the changes from the alternative version in the same add-in as the original, selectable via a check box that is available on the userform when the Exchange Server option is selected.
After many hours of work, by my friend and frequent collaborator Greg Maxey and myself, over the past few weeks, I have pleasure in presenting a significant update (Version 3.0) to the Extract Data from Forms add-in.
The update includes the addition of some new and useful processes. Greg will be soon making his own version of the add-in available, with a different set of emphases, and presentation, but essentially similar core functionality.
The BrowseForFile function on the Useful VBA Functions page was incorrectly duplicating the BrowseForFolder function - now fixed.
Updated those same links on the Individual Merge Letters page also.
A user recently asked whether my Invoice template was compatible with Word 2016. Although the web page indicated it was for 2007 and 2010 versions, it should have worked with all later versions also. However, I thought it time to revamp the code and update it to use my standard colour scheme. That proved rather more time consuming than I had anticipated, but it all now appears to work as intended.
A user asked, not unreasonably, how to reset the messages processed by the Extract Data from Outlook Messages add-in, which I hadn't allowed for, so I have added a function to the add-in to address the omission.
Made a small modification to the error handling on the Extract Images from Document add-in.
Updated the Individual Merge letters page and add-in to clarify that it works also with Word 2016.
The following add-ins address paragraph styles by names that may not be available in non-English versions of Word, so I have updated them to use their numeric equivalents, which are universally applicable.
Updated the Outlook Envelope & Label Printer code
Updated the Photo gallery add-in to improve the messaging and error handling
Corrected an issue with the Batch processes add-in which caused the batch process to skip required files when the sub folder option was unchecked.
Updated the Outlook Travel Time function to take advantage of Google Maps ability to calculate travel time between locations.
Updated the code in the add-in to Associate a printer with a document.
Some business users of the Many to One add-in using Exchange Server e-mail accounts have complained that in some circumstances the add-in had problems with quotes around the recipient e-mail addresses (which in any case should have been removed during the sending process) so I have removed them entirely.
If you are not having problems with quotes around e-mail addresses, there is no need to update from 11.2 to 11.3 at this time, as this is the only change.
Updated the Open Documents from List add-in to include the latest code revisions, developed from user feedback on all my add-ins.
Users in networked environments have occasionally complained that the Many to One add-in was unable to create the temporary files required to use the record filter. This seems to relate to write permissions on company networks. I have therefore changed the way the temporary files are created to always use the local user's temp folder, which always has write access. This has meant an extensive re-write of several parts of the code to make the use of the filter more reliable. Temporary files created by the add-in are removed after use.
Fixed a bug in the Extract Data from Forms add-in that as preventing it from creating a new Excel data file.
The Extract Images from Document add-in will produce an error if the document to be processed is open in Word. I have therefore added an error trap for this to provide the user with the opportunity to save changes and close the document.
While reviewing some of my code, I noticed that the Envelope and Labels add-in would crash if there was no data in the chosen Excel data file and that the initial letter filter was not working as a line of code had gone walkabout between versions. Both are now fixed.
For some time now I have had users occasionally reporting errors when running my Individual Merge Letters add-in and my Merge and Split add-in, which I had not been able to reproduce and which because of confidentiality issues, clients had not been able to share the errant documents to enable me to track down the cause of the problem.
Now a user has produced such a document and data for evaluation and the problem related to locked content controls which the process as it stood couldn't delete. This has now been addressed in both add-ins, so hopefully the problem will not re-occur.
Documented a process with example code for the automatic extraction of files from zipped files attached to Outlook e-mails
Made some small changes to the Many to One add-in dialog to clarify the functionality of the filtering system and to make the '#' check in the data file optional. (Use of the # character in the data source can sometimes affect the output).
After failing to find an decent reference to explain how to make a self certificate work to sign a VBA project in Outlook, I decided to document the process in a new web page.
I noticed that a line of code in the SQL macro at Word VBA Examples was not rendered on the web page. I have fixed this.
Updated the Many to One add-in to encompass some changes to address minor issues raised by users recently, with the aim of further improving reliability.
Thanks to my old friend Greg Maxey, who pointed out that my Column Test add-in produced the field list document in alphabetical order and not the order in which the fields appear, which is required in order to achieve the desired aim, I have updated the add-in to correct this anomaly. I have also incorporated a small modification he suggested to overcome a display issue.
This morning, while updating the Formatting Word Fields page, I discovered that the code I used to copy fields to the clipboard was not working correctly. MVP colleagues were not having the same problem, though research suggests the issue has surfaced from time to time. I therefore found it necessary to use an alternative method of writing to the clipboard and that has been included in the add-in at Export Fields
Added an option to remove empty paragraphs to the numbers on labels add-in.
The information on the Extract Images from Word Documents web page was now rather dated, so I have removed the old irrelevant information and supplemented the remainder with a new add-in to automate the process of extracting embedded images from a document in DOCX or DOCM format.
I have added a new VBA function 'FolderNameUnique' to the Useful VBA functions page to facilitate the naming of folders from VBA, when those folder names exist, to avoid conflicts.
As Microsoft have returned to using Title Case for ribbon tab titles in Word 2016, I have made a small modification to the Insert Documents (Boiler) add-in to ensure that Upper Case titles are used only for Word 2013.
Under some circumstances the Chart Merge add-in would fail. I have added some further code to clear the clipboard between each record and added a user warning to the Progress indicator, to minimise the problem.
Bug fix update to Word Document Batch Processes add-in
A user from Turkey pointed out that the Batch Print add-in does not work correctly with filenames that have Turkish characters. I have therefore changed the way that the process reads the files to correct this issue.
Tuesday's update to the Individual Merge Letters add-in didn't go as well as planned, and produced some strange anomalies especially when creating PDF files with the Adobe Acrobat driver. I have therefore re-written the whole of the PDF creation section to hopefully have it working now as intended.
I also took the opportunity to update the Merge and Split add-in, which performs a similar role but uses a completely different approach, to ensure that when the delete documents option was selected, the creation of PDF files was not compromised when there were existing files of the same names in the target folder.
Both add-ins should now cope with existing files without overwriting those existing files..
I have updated the Userform multicolumn list and combo box column assignment add-in to improve compatibility with Office 2016 and to improve the error handling. The add-in now includes the latest versions of all my usual code modules and the reset button promised on the web page but not actually realised in practice..
When using the Individual Merge Letters add-in to create PDF files, and the Delete Documents option was selected, if the PDF filename already existed in the target folder, that file was overwritten. For most users this was not a problem as the filenames were likely to be unique, but it was an anomaly that needed to be addressed.
Now if that option is selected, the document names are recorded during the PDF creation process and are deleted as a batch at the end of the run, thus ensuring that PDF names that match existing names are appended with an incrementing number and not overwritten.
The first update of the new year is to the Scan into Word macro, which has been simplified and the URL renamed to avoid confusion.
In response to a user request, the Document Converter add-in has been updated for Word 64-bit compatibility.
In response to user feedback I have made some minor changes to the Word Address Book add-in, (to improve compatibility with 10 digit ZIP codes for American users) and the Save Numbered Versions add-in, to correct an issue introduced in the last update that prevented the sequence number from being changed.
In some systems running Word 2013 or 2016 (though not 2010 or 2007) the Print an Envelope or Label add-in would crash when selecting names by initial letter, when the letter selected had no results. I have updated the add-in to overcome this issue, and to correct the fact that one of the letters was not linked.
In response to user feedback the Insert Documents (Boiler) add-in has been updated to include my latest code functions, compatibility with the 64-bit version of Word and to add two further functions which allow each added document to be placed, not only on a new page, but on a new odd or even page.
Added a macro listing to the Many to One add-in page to assist with Excel formatting for use with the add-in; and a note of explanation concerning a possible error condition when employing DDE to connect to the data when using the Individual Merge Letters add-in.
It was reported that the Individual Merge Letters add-in was unable to merge graphic images. This has been addressed with an updated version that allows the individual images to be retained when the document is split. This issue was not present in the Merge and Split add-in.
In response to popular request I have added an option to enable the Save to Two Places add-in to overwrite backup files with the same name. (The default is to preserve existing backups).
I took the opportunity to develop a Save to Two Places add-in for Excel also. This is essentially the same as the Word version, except that as Excel does not feature document variables, the configuration data is stored in the workbook in a normally hidden worksheet.
Fixed the link in the Perpetual Calendar add-in that was pointing to the wrong file.
In some circumstances the Extract data from Forms add-in does not correctly record the data extracted as the next row of the table is not correctly identified. This has now been fixed.
Updated the Save Reminder add-in to ignore read-only files.
In response to user requests, I have added options to both the Individual Merge Letters add-in and the Merge and Split add-in, to delete the document files created as part of the process, when PDF files only are required.
A user reported that the Chart Merge add-in displayed an error if merge fields not used for chart data were empty. This has been corrected. Empty fields now display a space character.
Added a further function 'ImageToBM' to the Useful VBA Functions page, to facilitate the insertion of named images at bookmarked locations.
Created the add-in Save Record and Close Documents as a companion add-in for Open Documents from List, to enable a user to easily save the currently open documents and close Word, and have those documents re-opened when Word is next used.
Fixed an incorrect link on the Works Document Batch Converter Page
Updated the custom recent files list editor to trap Office 2013 use. Office 2013 does not use recent file lists in the same way as 2007 or 2010.
Included some additional error correction in the Save in Two Places add-in
Back on the 10th of the month I posted an update to the Many To One add-in to address a recipient name issue that was affecting some users with Microsoft Exchange e-mail accounts. Since then some users without exchange accounts have reported the updated version was causing them problems related to recipient names.
After much head scratching I have come up with a version that combines the modifications, separately switched for Exchange users. It works without problems here and to date none of the exchange users who previously complained of problems, to whom I sent it, have reported a problem with the further revised version, so with fingers crossed, I am making it available to download as version 5.8.
A user pointed out that version 1.2 of the Bookmarks and Variables etc Editor was shown as modeless on the web page, but in fact wasn't it practice. This was an oversight on my part and was corrected in version 1.3, but before I could update the version on the site, the same user suggested that it would be useful if double clicking a selected item could insert a cross reference to that item, so I have also implemented that for version 1.4, which is the version now available for download. I have also removed some of the installation complexity of the earlier version.
Friend and frequent collaborator Greg Maxey, spotted a potential issue in my CleanFileName function code, used to remove illegal filename characters from filenames derived from other VBA processes. It should not affect any user who includes the extension when using the function, but the update fixes it.
Given the number of updates, to the former add-in particular, over the years, this is not exactly a troublesome issue, but that is no excuse for not addressing it.
A user reported that the code to add a row to a table in a protected form (alternative method) did not work correctly when there were multiple tables with form fields. This related to the field naming used by the macro and has been corrected to include the table number which eliminates the problem.
Minor update to the Many to One add-in, to fix an issue that affected some Exchange e-mail account users.
A user reported a serious bug in the updated version of the Chart Merge add-in, which caused it to merge only a small subset of the available records. This is now fixed.
Minor update to an error trap of the Field Text Converter to improve the messaging and make it clearer to the user why the error occurs and how to address it.
Created a new add-in to insert future (or past) dates calculated from a user supplied date.
An American user reported that the address book add-in would better serve American users if the State list used the state abbreviations rather than the State names, so I have changed it accordingly.
A user reported that with very large data sets the Individual Merge Letters add-in would crash before the set was completed, when merging to the Adobe Acrobat driver. This appeared to be related to buffer limitations, so I have modified it to not 'print' as a background task. The change allows the large merge to complete.
In theory this should apply to PDF Creator equally, where it is employed, so I have included the same modification for that version.
Minor update to the Print Envelopes and Labels add-in to use an alternative method to establish if Outlook is present.
Fixed minor bug in the Custom Dictionaries add-in
Addressed a minor anomaly that can prevent Merge and Split from working in very rare circumstances, and have forced the user to save the merge document so that it may be used as a template for the split documents..
Created an Outlook function to add travel times to meetings and appointments in the Outlook calendar.
Updated the Save in Two Places add-in for compatibility with the 64-bit version of Word.
Updated the Create Numbered Labels add-in for compatibility with the 64-bit version of Word.
Still working with the Many to One and Chart Merge add-ins, which share some code relating to the sending of messages, I have fixed a minor issue whereby the Send Messages option of either would send outstanding messages of both add-ins. Clearly there will be circumstances where this is undesirable so now each sends only its own messages.
Some might say that the 13th would not be the most auspicious day to update add-ins, and in this case they could have been right, for the error trapping added yesterday to the Many to One add-in has proved not entirely successful, so I have modified it and added more user messages to indicate the nature of the problem, when it occurs, and I have added the facility to include the default signature associated with the chosen sending account when merging to the message bodies.
The same error trapping has been added to the Chart Merge add-in which uses a similar process to send messages.
A user reported that the Many To One add-in would under some circumstances not send some of the messages created to the Outbox. Using his data, I was able to reproduce the issue and correct the problem. Before I was able to upload the file, a second user reported an issue whereby the function in that add-in, to detect whether Outlook was available, was falsely reporting the presence of Outlook on one of his PCs. I have therefore adopted a different method of detecting Outlook and added that also.
The Chart Merge add-in I updated yesterday uses the same e-mail process as Many to One, so in theory is subject to the same issue as outlined above. I have therefore added the correction to the Chart Merge add-in also.
Following feedback from a user, I have added more error correction to the chart merge add-in to handle some anomalies that may be found in an untypical data source that would otherwise cause the add-in to produce error messages rather than merged data. These relate to empty columns, missing headers, duplicated field names, illegal field name characters and over-long field names.
Added a page of my most useful VBA functions to use in your projects.
I have found myself becoming increasingly interested in users' VBA programming for Outlook dilemmas, to which end I have created two additional web pages which provide code examples for automatically Adding Reference Numbers to Outgoing e-mail messages as they are sent, and recording those numbers with the message details in an Excel log. This employs a number of standard functions which can be used in other processes ... including Copying Tables from Outlook Message bodies to Excel workbooks, which is the subject of the second of the two new pages.
While documenting the changes to the web page associated with the chart merge add-in I uploaded yesterday, it became apparent that it would be a simple matter to error trap the use of worksheet names with spaces, that preclude their use as Word bookmark names, and to error trap the missing but required empty paragraph when the charts are merged into frames. I didn't have time yesterday to rectify these omissions, so I have now updated the add-in to include both. I also added a warning relating to the use of frames when merging to the body of an e-mail message.
Prompted by a user who commented that the chart merge add-in would only allow the merging of a single chart, and wondered whether it could be modified to allow more than one chart, I agonised over how best to achieve this, and came up with a process that would allow a variable number of charts based on named ranges from the same data record with separate worksheets for each required chart.
The add-in has been updated, along with revised example documents and the web page modified to accommodate the changes.
I have retired the old add-in to create merge data sources for duplex postcard merges and have modified the add-in to facilitate the creation of duplexed Avery™ Name Labels to encompass the important parts of the old add-in, plus updating them to use Excel data.
Windows 8 users have been complaining about Microsoft Works converters not working in that version, so I have updated the download file to include filters for all Works versions. Time will tell whether this is a solution.
Modified the guide to installing macros from listings, to clarify that the process applies to all Word versions including 2013.
Updated the Duplex Data for Postcards add-in to fix a few niggling bugs and add a progress indicator.
Created a new add-in to facilitate the creation of duplexed Avery™ Name Labels using mail merge from an Excel data source.
Updated the Create a Userform page to include additional codes samples.
In response to an interesting problem in a VBA forum, I have produced a new web page to demonstrate a way of adding hyperlinks to footnote and endnote texts.
Updated yesterday's web page concerning moving recurring appointments to weekdays when they fall at the weekend, to use an ADO function to update the log, which is rather more elegant and much faster than running Excel to do so.
Inspired by a forum question about moving recurring appointments to weekdays when they fall at the weekend, I have come up with a process to work around Outlook's limitations.
The popular Many to One mail merge add-in has been somewhat blighted by the requirement to use the MSCOMCT2,OCX object library, to provide a date picker control on one of the user forms. The use of this object library precludes the use of the add-in with the 64-bit version of Office. I have therefore redesigned the add-in to remove the requirement to use this object library, and (hopefully) provide 64-bit compatibility. I have managed the former, as for the latter, we shall see as users attempt to try it in the Office 64-bit version.
The code changes were extensive, so as with any major update the chances are that fixing one issue may have broken another. I have tested areas of code where the changes have been made, but it is impossible to cater for all eventualities, so if you have a problem, please feed it back.
The Chart Merge add-in uses one of the code sequences that was problematical for Many to One, so I have also updated the Chart Merge add-in.
Unrelated to the above object library issue, a Dutch user reported that Merge and Split could not find the merged document and the process could not complete. This probably related to language variations, rather than the fact that he was using the 64-bit version of Office. I have therefore included an additional check to provide user selection in the rare circumstances where the document cannot readily be identified.
On a couple of occasions recently in Office forums users have asked how to easily select the Outlook account from which messages are sent. This is tedious to explain in a forum environment, so I have created a web page to cover the process.
Modifies the Document Batch Processor to overcome a potential problem when used with older document formats.
Made a small modification to the Individual Merge Letters add-in and the Merge and Split add-in to prevent some of field types from being unlinked during the merge, to allow, for example, the use of page numbering in the individual letters.
Added a further example macro to the automatic number documents page to increment a number each time a document is opened.
Following some work done for a private client on the Many to One add-in, I have added the facility to set the message sensitivity options, fixed a minor bug and made some detail changes to the main code.
I also included the setup instructions for the required OCX file in PDF format, with illustrations, as this had been causing problems for some users.
The latest version is now 10.0. Version 9.9 was not released to the site.
It has been a while since I looked at the VBA examples pages, so today I did so and updated all the macros and where necessary improved error handling.
Fixed a bug in the file naming process of the Merge Charts add-in, that caused the process to fail under some circumstances.
Removed the redundant Templates check box from the Word Batch Processes add-in and fixed a minor anomaly in the document save functionality.
Lucky for some, I have addressed an issue in both the Splitmerge add-in and the Merge and Split add-in (the Many to One add-in uses a different process and thus didn't require modification) to improve the handling of merged graphics.
Created a new page featuring a merge to both sides of postcards process.
Fixed a potential issue with document saving when using the batch processing add-in.
My old friend Greg Maxey spotted a potential (though perhaps obscure) problem in the autotext entry backup process. This has been fixed.
Developed from a process I produced for a private client, I have created a process to enable the autotext entries stored in the Word normal template to be backed up and restored.
A user has pointed out an anomaly relating to how the instruction text in the Document Batch Processor displays incorrectly. This was because the text, prepared in Word 2013 does not translate to Word 2010 correctly and at some point before publication the on-line version had been saved in 2010, fixing the display with the 'missing' text. I have addressed that in version 2.5.
The operation of the add-in is not changed, only the text viewable if you open the template in Word.
Fixed a minor bug in the Bookmarks and Variables etc. Add-in.
Addressed a potential bug in the envelope and labels add-in
And just when I thought I had resolved the problems with the Save Numbered Versions add-in, a user reported another issue when changing Draft to Final . Now fixed.
The version of the Save Numbered Versions add-in I withdrew on Sunday has now been extensively re-written, and hopefully this time it will work reliably. To avoid confusion with the defective version 3.3 that some users may have downloaded, the repaired version is 3.4.
Temporarily withdrew version 3.3 of the Save Numbered Versions add-in, because of persistent errors that need to be resolved. Reverted to version 3.2 which does not have the same reliability issues
Some further error handling added to the Individual Merge Letters add-in and an additional option to allow the overwriting of existing files (2007+ version only).
In response to a user suggestion, I have added a field to the file rename dialog of the Save Numbered Versions add-in to enable the core filename to be altered in addition to the supplementary filename parts.
As it is calendar season, I thought I would make the Excel data process of the Perpetual Calendar add-in work with single month calendars as well as year calendars.
After testing the 'Birthdays' addition to the Perpetual Calendar add-in over the holiday, I have decided to change it to use an Excel worksheet rather than a Word table, for the sole reason that it is much faster when working with lots of data. This required the addition of a userform to allow the selection of the worksheet.
Updated the Optionally Print Letterhead page to include an alternative technique which is perhaps easier to use than the method previously suggested.
Added a progress bar to the Birthdays module of the Perpetual Calendar add-in and included a demo Birthdays file (of US Vice Presidents) for testing.
Year end is fast approaching so I thought I would update my Perpetual Calendar add-in and provide an additional function to include text entries from dates entered in a Word table.
Updated the Many to One add-in to correct an erroneous Help message link, pointed out by a user, and to add a function to allow messages to be sent in batches to help overcome ISP messaging limits. I also included some further error trapping for messages, in the temporary draft folder, with invalid e-mail addresses. Such messages are now ignored by the process, eliminating the prevention of the remaining messages from being sent.
While creating the Mail Merge with Charts add-in, published last week, it occurred to me that some users may wish to merge charts relating to several records into a single document. I looked briefly at incorporating the process into the earlier add-in, but then decided it would be better to separate the two - if only to save me a lot of unnecessary work.
The new and complementary Merge Charts Part 2 add-in creates a single document which may be used as the basis of a further merge process.
As there is some potential for conflict when working on the same document in the same session with the two add-ins I have updated the error correction in the original add-in.
With what is undoubtedly my last major project of the year, I have finally completed a Mail Merge with Charts add-in to complement the various mail merge add-ins available from this site. The add-in is packaged with the demonstration files used for preparing the web page.
I have updated the Insert Address (from the Address Book) add-in to match the style of the other add-ins on this site and to update some of the code.
Fixed a minor bug in the Extract Outlook Data add-in which affected only Word 2007 users.
Addressed a potential issue in the Extract Outlook Data add-in that could result in transposed days and months when reading European format dates into an Excel worksheet. No-one has yet complained that this has been an issue, but the fix has jumped the gun on the potential for error.
Fixed a data validation bug in the extract data from forms add-in.
An incorrectly set switch in the code of yesterday's extract data from forms add-in version 2.3 resulted in a significant problem that caused Word to retain all the (hidden) files that had been processed when a batch of legacy forms were processed. This most undesirable state has been corrected in version 2.4.
In response to user feedback I have extensively modified the extract data from forms add-in. I have added process logging, and the option to select the worksheet in the chosen workbook. I have removed the options to save as text and Word format.
Created a new Word add-in to produce bar coded labels for product identification etc., from data stored in an Excel worksheet. Sample labels are included as is an example Excel data file.
Made a small modification to the Extract Data from Forms add-in to ensure that extracted UK dates to Excel worksheets retain the UK date format.
Fixed a bug in the Document Batch Processes add-in that affected only Word 2007 users.
Minor bug fix to Duplex Postcards add-in
Following user feedback on yesterday's Insert Custom Comments add-in, I have made a few modifications to the way that the add-in works, to improve the user experience.
Prompted by a question in a Word forum I created an easily configurable new add-in for the insertion of custom comments.
Friend and frequent collaborator Greg Maxey and I have been working on a Word add-in to extract e-mail message data from Outlook messages to Excel, Access or a Word table. That add-in is now also available from Greg's site.
The two versions are operationally similar, but there are differences in visual presentation to reflect our individual tastes.
A minor update to the Individual Merge Letters add-in to force the user to save the merge document before processing. It has been brought to my attention that some users find that an unsaved merge document causes an error when processing. This is because the merge document is used as a template for the individual documents and it can't do that if the merge document has not been saved..
Fixed a bug relating to an incompatible code sequence for Word 2010 and earlier in the Batch Processes add-in
Fixed an elusive bug in the Batch Processes add-in that affected error reporting.
Some refinements and enhancements to the Save in Two places add-in, primarily to ensure that documents are not overwritten by the backup process, when the name of the backup happens to coincide with the name of an existing file in the same folder.
Fixing the bug in the Merge and Split add-in yesterday, I thought it worth adding some visual indication for the document folder validation process. This doesn't affect the working of the add-in any material way, but enhances the appearance of the dialog.
Fixed a bug in the Merge and Split add-in that caused the split documents to retain an attachment to the data source.
The Document Batch Processes add-in has been further enhanced in a joint development with Greg Maxey to add built-in processes for the addition, changing and removal of password protection. The password related parts of the add-in have been completely revised.
Update to the Merge and Split add-in to allow it to be used with merge documents containing section breaks.
Minor bug fix to the photo gallery add-in, which would not retain the caption font size setting, and by request, the cursor now returns to the insertion point and not to the start of the document.
Increasingly users are reporting that the Individual Merge Letters add-in baulks when faced with CSV data sources, so reluctantly I have blocked the use of CSV data, Where Excel cannot be used instead, use Merge and Split to process the document.
Updated Saturday's new add-in and associated web page to include some password processing and a log of unprocessed documents.
Created a new add-in and associated web page to allow users to perform a variety of process on the current document or all the documents in a folder (and optionally any sub folders of that folder).
There have been several updates to the Individual Merge Letters add-in over the last month and at some stage a serious error has crept in, that prevents the add-in writing the individual files correctly when the option to use the path stored in the data is used. Fortunately this is a little used option, or my mailbox would have been stuffed with complaints. However, one user spotted it and alerted me, so I have now fixed it.
Complete revision of the web page relating to the Variables etc editor, featuring a completely different and simpler approach. The original version of this editor is available from my friend and colleague, Greg Maxey's web site.
Minor update to the Many to One mail merge add-in.
Major update to the Merge and Split add-in, based on some work I did for a private client, which suggested a better way of naming the documents.
Minor update to the Individual Merge Letters add-in.
The three merge add-in updates all reflect an issue that affects Word 2013 users with PDF Creator. This is probably a very small number of potential users; However, it has been found that the PDF Creator print function, these add-ins share, is unreliable in Word 2013 and frequently causes Word to crash irrecoverably (without a reboot) so I have disabled the function in Word 2013, to prevent that from occurring. It may be possible to return to this function when I have researched the problem - perhaps after the forthcoming new release of the new version of PDF Creator, currently in Beta form.
Finally I have created a new page based on a message I answered (and appear destined to continue to answer) in an MSDN Office programming forum, to explain the process of extracting data from similar e-mail messages to Excel.
Whilst working on something else I noticed that the reset function of the add-in to Display Currency Values in Words was not working. This has now been rectified.
Fixed another minor display anomaly in the Many to One Merge add-in reported by a user, relating to the BCC option to send a copy of an e-mail merge to a third party.
A user asked if it would be possible to put the logo alongside the return address of an envelope when using the Print Envelope & Labels add-in. This seemed a sensible suggestion and I wondered why I had not done it before ...until I began to program it. However, I have added an option to insert the logo in-line or wrapped. The logo is always inserted in-line when there is no return address. A wrapped logo will put the logo to the left of the return address.
While testing a process for a private client I spotted that under one particular combination of settings on the Filters dialog of the Many to One add-in, the opening dialog of the main userform of the Many to One add-in did not display correctly. As this could lead to confusion (though no-one has yet reported it) I have fixed the issue.
Minor updates to the Insert Filename add-in, including the addition of a reset button.
In response to a user request I have added plain text (TXT) document format to the range of output options of the Merge and Split add-in.
Made some detail changes to the code of the Individual Merge Letters add-in to effect an improvement in behaviour when the 'Cancel' button is clicked.
When installing the PDF Creator security options in the Many to One add-in yesterday, I forgot to update the module that detects the presence of the PDF Creator driver for compatibility with the 64-bit version of Word 2010/2013. That has now been rectified. If you installed version 9.1 yesterday and it is working for you in the 32 bit version of Word, there is no need to update to version 9.2.
Added the option to use PDF creator, where availiable, to the Merge and Split add-in, to match the capabilities of the other merge splitting utilities available from this site.
Minor bug fix to the Word Batch Printer add-in.
Recently, several users have reported that the Individual Merge Letters add-in fails with an error message when run in the 64-bit version of Word 2010/2013. This was due to the function used to detect whether the two PDF drivers were available having code that was incompatible with that version. That error has now been fixed, making the latest version (3.9) 64-bit compatible.
I also took the opportunity to enhance the PDF function, when used with PDFCreator to provide the PDF conversion, to enable PDF security measures to be added. See the web page for more details.
Updated the same module to list the available printers as used in the Individual Merge Letters add-in to make the Associate Printer add-in also 64-bit Word compatible.
Included the PDF Creator security measures in my Many to One add-in.
Fixed a minor bug in the Insert Documents add-in.
Fixed a bug in the Many to One add-in that caused an error when merging to e-mail as PDF attachments.
Yesterday's update to the Open Documents from List add-in proved to have an issue whereby the last listed document would not open. I have modified the code to ensure that it does now open, and have taken the opportunity to respond to a user request and included an option to allow the listed document set to open with Word.
I thought it might be useful to add the option to add files to the Open Documents from List add-in from the filing system, as opposed to merely adding open documents (which function is retained).
Created a new add-in to enable a batch of documents to be opened from a list, and to maintain that list.
Removed some redundant code from the Print Envelopes or Labels add-in and fixed an issue with the dynamic userform logic that caused it to occasionally misbehave.
A question in a forum regarding the insertion of addresses into documents from Excel, made me wonder why I had not included this functionality in my Print Envelopes or Labels add-in. That is now rectified, though squeezing the option onto an already well filled userform was something of a trial.
Bug fix and cosmetic update to the Number Documents add-in.
Minor change to the Individual Merge Letters add-in uploaded yesterday.
Based on new processes for upgrades to several add-ins, notably the Merge and Split add-in, I have modified the Individual Merge Letters add-in to remove the need for the function that created a separate template for the merged documents. The process should now avoid the formatting anomalies that occasionally beset earlier versions.
Updated the Extract Data from Forms add-in for improved compatibility with Word 2013, and changed the way a few of the processes are handled.
Changed the way the Merge and Split add-in creates new documents for improved compatibility particularly with landscape format merge documents.
Fixed a minor display anomaly in the Word address book add-in.
Fixed a minor bug in the Merge and Split add-in that affected only Word 2007 users.
Completed a major update to the Word address book add-in
When documents are merged to the body of an Outlook e-mail message using Word as the e-mail editor, which hitherto was the case with the Many To One add-in, it adds an unwanted small attachment to the message (not visible in the outbox, but present on the delivered messages, called 'header.htm'. This has been true since at least Word 2000, and not fixed.
Given the reasonable complaint from a user about this attachment, and the fact that it is also present when the merge is to attachments with a personalised covering message, allowed by the add-in, I have been working on an alternative approach to allow messages to be sent without this attachment. The result is something of a compromise as it was necessary to create new messages in Outlook and open and close each message to insert the formatted contents of the merged documents. As this produces on screen flashing and flashing can cause susceptible users to suffer seizures I have added a warning whenever this option is selected.
Created an add-in version of the Convert Fields to Text and Convert Text to Fields macros
Minor cosmetic update to the Associate a Printer with a document add-in.
Additional error correction and improved messaging to the Merge and Split add-in.
Updated the Merge Hyperlinks add-in to improve the error handling and the Word 2013 compatibility.
Updated the Userform List/Combo Box Column Values add-in to include improved error handling, and added an option to clear the variables that store the data used by the add-in.
Updated the Many to One add-in to include the file naming procedures developed for the Individual Merge Letters add-in updated on Thursday. This prevents the overwriting of similarly named files in the target folder.
Updated the Mail Merge Graphics add-in for improved compatibility with Word 2013.
For some time now, according to user comment, my popular Individual Merge Letters add-in has occasionally thrown a 5487 error warning. I knew it was related to file naming, but have never been able to repeat the issue until earlier this week when a user with this problem sent me a data file to check against a merge document. It immediately crashed with the 5487 error.
I soon established that the problem related to a line break in a field used for file naming. Clearly you cannot have line breaks in file names. Having established the problem, handling it proved far from simple, so I ended up re-writing the whole of the file naming section of the add-in.
Where a line is split the filename only uses the part before the (first) split. This can result in multiple files potentially with the same name, so that has also been re-addressed. Where filenames would be identical subsequent file names have an incrementing number appended to the name e.g. filename(1).docx, filename(2).docx etc,
Several other modifications were made to the messaging and appearance of the add-in for better compatibility with Word 2013.
Yesterday's bug fix to the Many To One add-in set me to work updating the add-in for improved compatibility with Word 2013. This is the most complex add-in available from the site and the dialogs are not only dynamically resized with context, but require slightly different settings for Word 2013. For some reason Microsoft could not manage consistency of size between userforms created from the earlier versions and those from Word 2013. I have been putting off making the changes for Many to One, but now I have brought it up to date.
If you spot any anomalies in the dialogs or the messaging that don't appear to make sense, please let me know using the contact link.
Fixed a bug, reported by a user, in the Merge to Protected Forms option of the Many to One Merge add-in.
Added a note, suggested by fellow MVP Jay Freedman to the Catchwords page, with reference to the influence of the active printer driver on the layout of the document and its effect on the process described.
Updated the Outlook Contact envelope and label printer code to use late binding to the Word object and thus avoid the need to add a reference to the Word object library, which had caused confusion for some users.
Significant updates to the currency to text add-in for improved compatibility with Word 2013, and for use in regions where the regional thousands separator and decimal point characters are reversed. i.e. whether your local thousands separator is a comma or a period, (or vice versa) the add-in should produce the correct selected result. The add-in also features a completely new interface.
This add-in is a parallel project with that of Greg Maxey whose version features on his own web site.
Updated the Save in Two Places add-in for improved compatibility with Word 2013 and to fix a minor bug.
Updated the Table of Contents add-in for improved compatibility with Word 2013.
Updated, mainly cosmetic changes, to the Outlook Contacts to Excel add-in for improved compatibility with Word 2013.
Updated and improved the Insert Filename add-in for improved compatibility with Word 2013.
Updated and improved the Duplex Postcards add-in for improved compatibility with Word 2013.
Updated the Batch converter for Word 97-2003 DOC etc add-in to include the option to delete the source files and provide compatibility for Word 2007.
Updated the Word Document Batch Printer add-in to fix a bug relating to a missing component.
Updated the Perpetual Calendar add-in to improve compatibility with Word 2013.
The add-in to associate a document with a printer has been a tad flaky and so I have significantly updated it, to work with Word 2007 to 2013 (and while not tested it should also work with the 64-bit versions of 2010 and 2013).
Cosmetically updated the SaveReminder add-in with enhanced Word 2013 compatibility. Functionality remains as before.
Updated the Insert a batch of files into a Word document (Boiler) add-in to improve functionality and to store the user settings in the template rather than the registry.
Added a filter by initials function to the Excel address list option in the Print an Envelope or Label add-in.
Updated the Word Document Batch Printer add-in to add functionality and to store the data in the template rather than the registry.
Fixed some display anomalies in the Print an Envelope or Label. Added a function to enable the logo and return addresses on labels to be aligned independently; and fixed a further bug in its Excel worksheet configuration.
Fixed a bug in the Print an Envelope or Label add-in.
Updated the Numbered Labels add-in to allow for multiple groups of labels displaying the same number.
The Easter holiday has been spent updating the Photo Gallery add-in to correct various anomalies relating to the use of Excel worksheets in particular. This should allow greater flexibility when using worksheets to provide the data for photo galleries.
Updated the hyperlinks merge add-in, to incorporate a second add-in that I had been working on. Whereas the hyperlink merge function is used before the merge. This companion function is intended for use on documents that have already been merged.
Created an add-in and explanatory web page to aid the insertion of Hyperlink fields from a mail merge data source to enable hyperlinks to be used with variable display texts or graphics.
A user reported an issue with the Boilerplate add-in when used with Word 2007, so I have fixed that and took the opportunity to update various modules used in the add-in.
Updated the Insert Currency Value as Text add-in to include some new features and its appearance to match the recent changes to other add-ins.
Fellow MVP and contributor to this site, Paul Edstein, has reported that one of his correspondents had found a problem with an ancient macro posted on my web site. I have modified the macro following his suggestion and also modified a related macro.
Updated the Save Numbered Versions add-in to improve compatibility with Word 2013
Fixed a couple of niggling bugs in the Photo Gallery add-in template and modified the template to store its defaults in the template rather than in the registry. Cosmetic changes made to match recent changes to other add-ins.
Following an observation from a user, I have added to the fields that are unlinked when the Many to One merge process runs and included code to enable me to extend this feature should it cause problems for other users.
Fixed a minor display issue in the Envelopes & Labels add-in.
Updated the automatic numbering documents add-in to use document variables to store the settings, rather than the registry as with the earlier version. This allows multiple users who have access to the same template as an add-in to share the same numbering sequence.
In addition to this fundamental change I have included further error correction and updated the dialogs. The add-in is now compatible with Word 2013.
Some cosmetic updates to the Mail Merge Graphics add-in to bring the add-in line with the more recent style used for add-ins provided from this site.
Made some primarily cosmetic changes to the older label numbering add-in, to ensure Word 2013 compatibility and to match dialogs to the more recent style used for add-ins provided from this site.
Added the option to delay the sending of e-mail messages created by the Many to One Mail Merge add-in.
Updated Sunday's Numbered Labels add-in to remove the requirement for a separate configuration process.
Included a new page featuring an add-in to split merge documents to separate files that are not currently catered for, with the two merge add-ins already available from the site. Merge and Split is ideally suited to merge documents CSV data sources and over 256 fields.
In view of the problems created by Word 2013 for the Numbered Labels add-in I updated on Friday, I decided to take a fresh approach and produced an alternative add-in to perform the task of producing Numbered Labels.
Fixed a bug that affected only Word 2013 users in the Numbered Labels add-in.
I created a project for my own personal use as an aid when programming Userforms with multi-column combo and list boxes with hidden columns. I thought that others may benefit from it so I have included it in a new page.
Added further error handling to the Individual Merge Letters add-in. Where the filename field contains the path to save the document, the add-in now checks for the presence of that path and if not present will create any missing folder for each record. This option is not yet available for Sharepoint folders.
Updated the folder selection procedure and the dialogs for the Save in Two Places add-in. Zip file now also includes an installer.
Updated the envelope templates to improve the macro code and provide versions for the latest Word versions.
The Catalogue Mailmerge tutorial includes some content on the need to Finish the merge, plus some more examples of a two-key application of the field codes.
The Field Maths tutorial includes some content on internationalization issues and a couple more codes, including to spell out numbers.
Fixed minor bug in the sequential label numbering add-in that prevented correct working in Word 2013.
A user reported a bug in the Many to One add-in whereby if the last record was a key entry with no child records, the last record merge document was not correctly named and over-wrote the document associated with the previous record. Remarkably this had not been spotted before, but is now fixed.
A bug was reported in the Batch Print documents add-in where the stored folder was no longer available, resulting in a crash. This has now been trapped. I also took the opportunity to update the dialogs for use in Word 2013 and to add reset and help buttons to the ribbon.
Updated the Print Envelope or Label add-in to trap a potential error when no address is selected from an Excel list, and improved the messaging relating to this condition.
Because there is potential for Word to crash when an address is selected from the Outlook address book, when Outlook is closed, I have added code to open Outlook if it is not already open when the option to select an address from Outlook is run. This slows the selection a tad, where Outlook had not been open, but this is preferable to Word crashing.
Fixed a typo in the macro code to send a document as an e-mail attachment.
Updated the Print Envelope or Label add-in to improve the behaviour with Excel data files. Added a reset option and improved the display for Word 2013 users.
Fixed a major bug in the AddressBook add-in that prevented the importation of personal data from an Excel workbook that had caused me to withdraw the add-in. The revised version is now available to download.
Fixed a minor bug in the ribbon of the Photo Gallery add-in that affected Word 2007 users only. Only one user has reported the issue so I have retained the version number.
The Insert Documents add-in (also known as the 'Boiler' add-in) has been updated to allow the storage and use of multiple document folders,
Fixed a bug in the Save Numbered Versions installer, which caused a path error and updated the 'readme' instruction document.
Minor bug fixes in the Many to One Mail Merge add-in, and I took the opportunity to combine the 2010 and 2013 versions.
The 'Boiler' add-in posted yesterday did not display correctly in Word 2013. This relates to changes in the measuring system used for userforms in that version, requiring additional coding to allow the forms to be used in both 2013 and earlier versions. I had overlooked this when updating the add-in. Now fixed. I also took the opportunity to remove the X in the top corner of the userform.
The recent update to the 'Boiler' add-in under some circumstances produced an error. This has been fixed and I have added the ability to retain the last used folders and the choice of insertion on a new page.
Updated the 'Boiler' add-in to allow the use of file lists stored in Excel worksheets.
Some users had reported an 'Error Code 13, Type Mismatch' error message when running the Many to One add-in. This has been traced to the recently added option to disable e-mail checking, where under certain conditions a registry entry was not created, leading to the error when that the add-in attempted to read that registry entry. This error has now been trapped.
Updated and improved the macro code for the Create a Fraction function.
Added a note to the end of the Save Numbered Versions add-in page with respect to the use of the Date Picker control featured on the userform.
Fixed a minor bug in the Many to One add-in that resulted in an unwanted system message concerning Outlook spell check where the default setting for spell check before sending messages was present in Outlook. The registry key is only present when the setting has been changed by the user, and code did not reflect this.
The introduction of Office 2013 has produced a few issues relating to the display of the userforms that front several of my add-ins. The most complex of these has been the Many To One merge add-in, which has a dynamic userform that changes in size and content according to options selected. The 2010 version worked in 2013, but the displays left much to be desired, so I have now reluctantly fixed that with a separate 2013 version of the add-in - resulting in twice the work when updates are needed.
While establishing the many measurements required to make the changes, I uncovered a minor anomaly in the display of the 2010 version, so I fixed this too. As the change is minor and no-one yet has been sufficiently disturbed by it to complain, I have retained version 7.8 as the number for both this and the 2013 version. Both versions are included in the download ZIP.
Plan B - I have reverted to version 1.7 of the Photo Gallery add-in. 1.8 needs more work to make it viable for 64-bit Word users.
Perhaps there's something in this Friday 13th business after all, because there was an error in the Individual Merge Letters add-in also.
A superstitious person might baulk at uploading updates on Friday 13th, but I am, not so here goes:
I have updated the Word 2003 version of the Individual Merge Letters add-in to allow the use of PDFCreator to create PDF versions of the individual files, if available. PDFCreator, as those who have it will know is a public domain software tool that is programmable, lending itself readily to this application. (The Office 2007/2010 version already has this functionality).
I also made a small update to the Photo Gallery add-in, hopefully to make it compatible with the 64-bit version of Word, though I don't have that version available to check it thoroughly.
While modifying the Many to One merge add-in for a private client, I used the opportunity to include some planned updates for this add-in, to improve reliability even further and to address occasional anomalies in the logic that displays the dynamic userform that is at the heart of the system. I also removed the crosses from the top right hand corner of most of the dialogs. These crosses were already disabled, and being redundant I thought they would be better removed.
The changes have reduced the compatibility with Word 2013, which may display some of the dialogs incorrectly, though it should still work correctly. There is no real answer to this as Word 2013 renders the dialogs differently from 2010/2007 and I am loath to produce (and more to the point, to maintain) a second version for Word 2013, but I may yet have to do so. I am still thinking about it.
Fixed an obscure bug in the Many to One add-in.
A new page to demonstrate how to create a non-printing button on a protected form.
Updated the Photo Gallery Template add-in to include an option to load a list of images complete with caption texts from an Excel workbook,
I made some minor changes to the Many To One add-in application's messaging and a small modification to prevent the List Field selection clearing on changing tabbed pages. As the version was released for only a very short time and the changes minor, the version number remains the same as before i.e. Ver 7.5. If you downloaded Ver. 7.5 since yesterday please download to include the changes.
It has occasionally been requested that I include a function to filter the data used with the Many To One add-in. This proved rather more difficult than I had anticipated to optionally slot such a function into the add-in whilst retaining the error checking, and it has entailed a major revision of some parts of the code, in order to accommodate it, part of which was included in version 7.4 that I released on Thursday.
I also took the opportunity to include some further error checking to improve stability even further.
The add-in also includes a function to resolve an issue with phantom fields reported by Word Mail merge, which would cause the process to fail if allowed to proceed. Earlier versions simply reported the problem. This version will fix the issue.
Added a function to the Many to One add-in to correct the phantom fields issue discussed on the web page. I also modified the (very slow) function to check for missing data for a much faster Excel function. Given that Excel is opened to check the data we might as well use its power where useful.
Added error trapping for no document selected in the Recent Files List add-in
Added a new page featuring an add-in to load, manipulate and save recent file lists for re-use.
Another obscure bug fixed in the Many To One add-in
Recent changes to Many To One had allowed a bug to slip in that caused the application to crash when mail merging Many to One to the printer option. This has now been fixed ... hopefully without breaking anything else :)
Updated the Many To One merge add-in to include an option to use PDFCreator (where present) to create PDF files. I have changed the colouring of the dialogs to my new standard theme and have added some notes to the web page addressing the issue of blank fields in addresses creating blank lines in the finished documents.
Fixed another minor bug in
Extract Data from Forms
add-in that in some circumstances prevented an Excel data file
from being created and thus the add-in to hang. I also changed
the means of selecting the folder information from the Userform.
Made a small modification to the way the disclaimer is presented in the Individual Merge Letters add-in, and included a function to reset the registry entries used to store the user preferences.
Fixed a minor bug in the Extract Data from Forms add-in which caused an issue where with certain forms using content controls the data was not saved..
The method that restores an ability to scan directly into Word 2007 and 2010 does not work for Word 2013 - However, there is a workaround available for Word 2013 that I have added to the Scan into Word page.
In response to user feedback I have changed the Word document batch printer code to disable background printing (switchable from the userform) by default.
It appears that I forgot to include the example files to the Individual Merge Letters add-in to demonstrate the new functions.
Added a progress indicator to the Individual Merge Letters add-in
A user reported an obscure bug in the Many to One add-in that caused the individual filenames to lose their extensions when there was a full stop (period) in the optional filename prefix/suffix. This has now been addressed.
Updated the Envelope and Labels add-in to work with multiple addresses and to integrate with an Excel worksheet for use as an address book.
The Many to One add-in for Word versions 2007 onwards has been enhanced to include an option to select a Return To e-mail address for all the e-mail merge options
The Individual Merge Letters add-in now includes an option to run a macro before the individual documents are saved.
Reviewed and replaced sub headings in the What To Do When Word Crashes page, to remove some ambiguity.
Added a page describing a new add-in to simplify the process of adding graphics merge fields to a document. This is a companion page to Mail Merge Graphics which described the process of merging graphics in some depth, but which many lay users felt to be over complicated.
Added a page describing an add-in to aid the storage and insertion of boilerplate texts for use in a document.
Added a page describing an add-in to simplify the process of inserting the filename and path of a document into that document, a task some users seem to find difficult ... but hopefully for no longer!
A user reported that on following advice on the 'What To Do When Word Crashes' page, essential data had been deleted. This appears to have been as a result of using the batch file described, without addressing the warning in the previous paragraph. This is the first time that such an issue has been reported in around ten years that the advice has been posted on my web site. To attempt to ensure that this doesn't occur again, I have used larger text in the warning message to make the potential dangers even more obvious.
Paul Edstein has updated his catalog mail merge tutorial. The main improvements concern the handling of merges with two keys (e.g. to handle cities with the same names in different states) and the processing of email merges.
Corrected the count in the progress indicator of Many to One mail merge which was reading one more than it should, and revised the code relating to the merging of protected forms, which caused some problems when merging to e-mail as attachments.
Whilst developing an application for a private client, I required a routine to read Excel data into a Userform list box. I have further developed the routine I came up with to produce a stand-alone function that will fill any userform list box or combo box with data from a worksheet and have added the code to an existing page.
A small number of users reported that the Many to One mail merge add-in would not work for them when used with the personalised covering message option. I have therefore re-worked that part of the code and the revised version appears to work for those users who previously had problems.
I have been experimenting with message forms, for my contacts page, and am torn between two versions, so you may see some changes to the contacts page over the next few days as I finalize my choice.
Added an accompanying page to the simple userform tutorial page to demonstrate a method of populating a combo box with data from a Word table, and using that data to insert a graphic from the table into a document.
Minor changes to the text of the instructions for enabling Word versions to run together on the same platform to reflect the use of Word 2013.
In response to a user suggestion I have added the options to set the priority of the messages and to request a delivery receipt in the Many to One mail merge add-in. I have also modified the progress indicator to give a more meaningful indication of progress.
Minor change to main dialog of the Many to One mail merge add-in to improve display compatibility between Word 2007/10 and Word 2013.
Additional error trapping in the Many to One mail merge add-in to trap the use of the # character in the data source, the presence of which will cause the process to fail.
Fixed the Print Envelope or Label add-in dialogs to work with Word 2013 and included a dramatically simplified start label function (thanks to Greg Maxey) that hopefully will work with all label formats.
Fixed an obscure bug and updated the Individual Merge Letters add-in to accommodate Word 2013.
Updated the Save Reminder add-in to accommodate Word 2013.
Updated the Associate Printer add-in to accommodate Word 2013
Word 2013 imposes some issues on the userforms employed in the add-ins on this web site and this has meant changing some of them slightly to correct display anomalies. First to be altered is the Many to One add-in. For Word 2007 and Word 2010 users the changes will be barely noticeable.
I have also significantly updated the save numbered version add-in to provide more control over file naming.
Introduced further error handling to the Many to One add-in to cover the situation where a data file has only one field. This would be inappropriate for many to one merges, but could be permissible in one to one merges.
Added the option to convert RTF format to the Document Batch Converter add-in.
Included a minor modification to enable Word 2013 compatibility in the Document Batch Converter add-in
Paul Edstein has added an update to his Catalogue Mail Merge tutorial related to the handling of merges with two keys (e.g. to handle cities with the same names in different states) and the processing of email merges.
I have added a note to the Many to One add-in page to warn against using nested tables in the merge document used with this application.
Fixed a missing line break in the macro code relating to extracting data from similar documents.
Greg Maxey has continued development work on the convert numbers to cash values add-in to follow directions I did not wish to pursue at this juncture, However, some of the benefits of that development work have been incorporated in the version of add-in on my site. If you want to see where Greg has taken the add-in, then see his web page on the topic.
Minor change to the convert numbers to cash values add-in to handle invalid currency number formats.
Minor change to the layout dialog of the convert numbers to cash values add-in. Functionally the add-in remains the same.
With my friend and long time collaborator Greg Maxey at a bit of a loose end this week, I gave him the code for the convert numbers to cash values to kick around. He came up with an ingenious means of providing user configuration for local currencies that I have adopted for version 2.
Added a new page featuring a Word add-in to convert numbers to cash values in figures and text.
Doug has added a minor change to his calendar template.
Sweltering in the unusually high temperatures of this year's Australian summer, Doug Robbins has been passing some time creating a neat calendar function that does not require the MSCAL.OCX object library that can be used in your projects. The calendar is available in template form and is linked from the Downloads page
New Year's Eve, and I finish what has been a disappointing year with an addition to the Replace Using Wildcards page that I updated at the weekend. The replaced illustrations prompted my old friend Greg Maxey to suggest a macro to grab the value of the character at the cursor instead of messing around with calculators. This seems fair enough and I have now included such a macro, loosely based on his suggested code.
User reported a file path error message when the Many to One merge add-in was used to create a many to one merge to e-mail as a PDF attachment with a Word document as covering message body. This has been fixed in version 6.2.
I have updated the illustrations relating to the Windows calculator in the Replace Using Wildcards page to those from Windows 7, as the calculator format has changed.
Yesterday I uploaded a modified version of my new Many to One mail merge add-in. While playing around with it today, I felt that it might benefit from a few minor aesthetic changes to the opening page, to highlight the two main merge function selectors. Given that it's the holidays and few people have downloaded the changed version, I have stuck with version 6.1 for the updated version. You will know if you have the revised version as it has a yellow border around the merge type option buttons.
The Many To One add-in I posted recently has proved problematical with respect to the temporary folder where the messages are stored prior to sending. Because of the flexibility of Outlook with respect to the different types of accounts it can support, and the number of possible files it can hold open simultaneously, finding a universal solution has proved nigh on impossible and occasionally the messages would stick in the drafts folder.
Today I have uploaded an update which attempts to address this, and also adds the facility to retain the last used merge type (Many to One or One to One) for use next time. The routines for creating and removing the temporary folder have also been completely re-written to improve reliability.
For some weeks I have been working on a major update to the Many to One mail merge add-in to incorporate many user suggestions and to improve reliability. I also took the opportunity to add the ability to include attachments when the documents were merged to e-mail, which effectively rendered the Mail Merge with Attachments Add-in redundant. I have therefore removed that from the site.
The add-in has been redesigned from the ground up, albeit it works on similar principles to the earlier version and I have taken the opportunity to include much more error checking to eliminate all the common problems users have experienced. All the functions now have help screens available at the click of a button.
Paul Edstein (Macropod) has updated his Catalogue Mail Merge tutorial.
Update to the Merge with Attachments add-in to fix an issue relating to the failure to update all the fields in some documents.
By user request I have added the options to add or remove all selected files to the dialog of the Insert a batch of files into a Word document add-in.
Fixed a bug in the Many to One mail merge add-in that caused it to omit the last record.
Added a new page and add-in to attempt to simplify the inclusion of Tables of Contents in a document.
Added a second new page featuring a template with macro code to extract Outlook Contacts to an Excel worksheet, primarily for use with the various mail merge add-ins on this web site, though of course it can be used for any purpose for which Outlook Contact data would be required in an Excel Worksheet.
Additional functionality added to the popular Individual Merge Letters add-in to improve document handling and to allow the inclusion of a second field in the filename.
At the suggestion of a site user, I have added social networking site links to all the main pages. (See top right of the page.)
Yesterday while working on the problem in the Merge to E-Mail with Attachments add-in, it occurred to me that having fixed the issue with the covering message, it should be possible to include merge fields in the covering e-mail message, as well as in the attachment, and this morning I implemented that in version 4.2 for Word 2007 and 2010. This does have the drawback of slowing the process, but that is a small price to pay for the advantages. You can always leave the merge to run while you take a lunch break - or overnight!
Users had reported a bug in version 4.0 of the Merge to E-Mail with Attachments add-in, which I had confirmed, necessitating its temporary removal from the site. Fixing it has been less than straightforward, and it required a re-write of the whole of the e-mail section. This does at least mean that Version 4.1, unlike earlier versions, should now work with both Office 2010 and 2007. Hopefully users will find the new version bug free.
The lessons learned in fixing the above, have also been applied to the Many to One add-in, enabling the same add-in to be used for Word 2007 and 2010. Version 4.9 of that add-in now available. However, if you have version 4.8 working satisfactorily, there is no need to update to 4.9.
Release version 1.5 of the Extract Data from Forms add-in to fix issue with attachments not being added to the return e-mail messages.
Minor bug-fix release version 3.3 of the Variables, Bookmarks and Content controls editor.
Following a suggestion from friend Greg Maxey, I have improved the handling of content control based forms in the Extract Data from Forms add-in to allow the extraction of Picture and Building Block content control values to the Word table data format. I have also added detection and rejection of documents with content controls that have not been fully completed.
I have also fixed a bug in the report function that allowed the report to be created even if Cancel was selected.
Added an Office 2003 version of the Extract Data from Forms add-in, and made a minor programming detail change to the Office 2010 version.
A user enquiry last month caused me to re-evaluate my page related to extracting data from forms. The result was a major new project to produce an add-in that combined the macro functions I had detailed with the addition of significant error correction in the hope that users can take advantage of it, However, their forms are formatted. The old web page title has been retained, but just about everything else has been replaced.
If you are thinking of processing protected forms (or forms with content controls) then you should find this new Extract Data from Forms add-in function useful
A major revision of the variables and content controls etc editor, though all the credit this time must go to Greg Maxey, who has been burning the midnight oil while I have been attending to personal matters overseas and unavailable to assist.
I am not even going to try and explain the changes, but would refer you to his site for anything you have problems with.
Another minor bug fix to the Many to One merge add-in.
I have finally completed a major revision of the Mail Merge with attachments.
The new version (Version 4.0) is initially only available for Word 2010, though I plan to try and implement the changes for Word 2007 also. However, owing to a family bereavement, this will have to wait until at least the end of the month, and I will not be available to provide support for the site during this period, so hopefully the bugs don't creep out of the new version before I get back to my office.
The previous version remains buggy, so I have removed the 2007 version entirely for the present. The 2010 version will not work in Office 2007.
Further modifications to the dialogs of the Many to One merge add-in. Version 4.7 now available.
Added a function to bookmark each image as it is added by the Photo Gallery add-in template.
I have removed the content from the Merge Protected Forms page as I have incorporated the function in the Many-to-One add-in. This add-in also provides an option to split a merge letter on a One-to-One basis. I have also updated the error correction and the logic behind the userform to attempt to improve reliability further.
Thanks are due to my old friend Greg Maxey whose password gathering routine pointed a way towards the password function I have used for unlocking the protected forms in this add-in, which had been driving me crazy.
Further minor detail changes to the Photo Gallery add-in template.
Included some additional functions and minor bug fixes to the Photo Gallery add-in template.
Greg Maxey has been collaborating with improvements to the Photo Gallery template, and has been trying to persuade me to convert the document template to the add-in version along the lines of the version he had produced from my template. It did not seem to make much sense to produce separate but similar templates so we have combined our efforts to produce the current version as an add-in.
There are still some minor differences in presentation between our two versions, but they are functionally identical.
Fixed a minor error in the Envelopes and Labels add-in and removed an irrelevant file from the zip file.
Minor bug fix to the Photo Gallery template, to recall the last used font for the Caption text.
Minor modifications to the Many to One add-ins for Word 2007 and 2010 to ensure that the temporary Outlook folder is only created for merges to e-mail.
A user reported that the Individual Merge Letters add-in was having difficulties with his very complex, multi-page with tables, merge document. On his system it crashed with an out of memory error before the merge could be completed. On my system it didn't even get that far, and took an age to merge to a new single document. As the merge used an Excel worksheet it occurred to me that the Many To One add-in might do the job, as this works in an entirely different way from mail merge. A test with the user's date showed it to work quite well.
In order to use the Many to One add-in for this task, it is necessary to omit the selection of child fields (see the web page) and to use the same field as key field and naming field. The add-in then should then split the document. I have added a note to this effect to the Many to One page.
Today was one of those rare fabulous days when the sky is clear and the views from the mountains irresistible, so I took the opportunity to add some more pictures from the near the summit of Mt. Olympos to my Cyprus 2012 gallery. No doubt there are other similar images (though perhaps less clear) in some of my other galleries, but I never get tired of the mountains (the colours of which are used in this web site theme). I have also increased the size of the thumbnails in this gallery to make them more visible to iPad users.
We are having something of a heatwave here so while it is preferable to stay indoors, I have been using the time to develop a new Photo Gallery template to enable batches of photographs or other images to be displayed in a standard format in a Word document. The initial public release number of this template is 1.2.
Prompted by a private request from a user, for a function which I suspect will have wider appeal, I have added the options to the popular Individual Merge Letters add-in to enable the documents to be saved to a Sharepoint location, and to remind users to select which records they wish to merge.
The most recent versions of the Merge with Attachments and Many to One add-ins did not work with Outlook 2007, because of a change to early binding to Outlook. I have therefore produced a version that works with Outlook 2007.
Fixed a minor bug in the extract data from forms 'Content Controls to Excel' code.
Further modifications to the Many to One add-in to improve message handling in Outlook 2010.
The Merge with Attachments add-in has been updated to provide better file temporary handling in Outlook 2010 where there are accounts each with their own Drafts folder, which the earlier versions could not handle. This has meant a complete re-write of the message handling parts of the add-in and removal of some of the warning messages.
I have also updated the Many to One add-in to provide similar message handling.
In response to user feedback I have changed the source code of the Many to One and Merge with Attachments add-ins to use early binding to Outlook. This resolves a problem relating to the selection of sending accounts which were ignored with late binding.
A couple of users pointed out that the link to the merge splitter add-in was missing from the revised page. Now fixed.
My old friend Greg Maxey pointed out that the site would look better with the images centred on the pages. Reluctantly I conceded that he was right and so have spent all afternoon fixing that.
15:00 hrs local time (check the clock on the home page) and despite a few teething troubles, the new site modifications are now live.
This has been a huge exercise with around 100 pages requiring modification to the new layout. If you come across any broken links or other problems that I have missed, please e-mail me via the Contact page.
The new site is still under development, but the bulk of it should be available with the next few days. In the meantime Paul Edstein has provided an update to his mailmerge tutorial.
Having developed a layout for the new site format, work began on compiling the pages. The previous site format had been around since 2003 and was beginning to look a little tired. That site had been developed and maintained in Microsoft FrontPage 2003. Earlier this year, my site host 1 & 1 Internet Ltd had updated its software platform from Windows 2003 to Windows Server 2008R2 and the new software does not support FrontPage Extensions.
What this meant in practice was that it was difficult to maintain the updates to the site using FrontPage, so I took the plunge and moved over to Expression Web 4 and had a steep learning curve to adapt to the different way of working.
I did not feel inclined to import the best part of 10 years of history, which frankly no-one will ever look at again, but I may make the old History page available later - perhaps as a PDF file
Here you will find a blow by blow account of the changes made to the web site and the applications that you can download.