Excel creating multiple documents

  • Status Closed
  • Budget $250 - $750 AUD
  • Total Bids 39

Project Description

We have a Excel Spread sheet with 12 month work schedule, Customer Asset register, and technician Standards list. We need to be able to generate multiple word documents (certificates) from a customers asset list, We have templates already created based off model/parameter. The documents generated must pull data from the customer asset register and technician Standards list. Documents generated must be organised into folders based on "site". File names for documents generated must have "model" and "serial number". We also need an option to insert a "service report", "Service date" and "Due date". A button on the customer sheet to generate the documents would be ideal. I have attached a lite mock-up version of our Scheduler to be used. If Proof of concept works out well we will overhaul our current work scheduler, which will mean more work.

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