Creating a Document for More than One Record at a Time

While creating a document there is the option to select a single record, select multiple records, or all available records. This is available in both Word and Excel.

If ‘All’ available records are selected in Excel there will be the option to have each new record as a new separate document which would open a new workbook for each record.

There is also the option to include each new record as a tab or an additional worksheet in a single workbook. If all records are listed in the same workbook (multiple tabs or worksheets) and the user would like to print these they can right-click on a listed worksheet and click ‘Select All’ next they’d navigate to the ‘Print’ tab, where they should now see all of the worksheets listed to be printed at the same time as separate pages.