Creating a mail merge is easy for a single document using a single sheet inside a workbook.

Right now I use PDF forms and have to complete them by hand, it's not a monumental task but time consuming.

The data is in a single workbook with several sheets, and the data in question could be on two or three sheets depending on what data is needed.

All the sheets have the same reference number for each data point so on Sheet one, Claimant information, Name, DOB, etc, Sheet two is policy data such as Policy number, carrier etc, and sheet three could be either an insurance company or a clients information.

I need to create a merge where I can create a single document from multiple sources within the workbook.

So far the only tip I've found is you need to create a worksheet inside that workbook that consolidates those three other sheets into one, then merge off it.

Right now the forms are adobe fillable PDF forms, they can be exported to Word easily if that's the application to use for this.

I am considering converting the Excel workbook into MS Access and using a database with forms and documents but that's going to take a little time to convert, setup, and create all the forms.

Looking for any tips on advanced mail merge between Excell and Word.