1. Are you creating your mail merges from a template that's attached to the
data source?
I'm not sure (don't know). After clicking on the .XLS file and the template
opens I have the option to "Merge to new document" which is what I usually
do to create the finished file.
if so, that could be the source of the problem, since Word seems to keep the
template's connection open (it didn't used to) and sometimes the connection
is excusive. I haven't checked in this particular case, but maybe you could
have a look, and if that's what you're doing, either disconnect the template
from the data source or create a new template that's not connected to a data
source and try that.
How does one go about disconnecting a template from the data source? I
believe if the template were attached to the data source, I would not have
to select it each time I open the template to run the merge.
2. Are you applying any sorts, filters or selections to the Data Source (via
"Mail Merge Recipients") before closing your document?
No.
> I'm not sure (don't know). After clicking on the .XLS file and the
> template
> opens I have the option to "Merge to new document" which is what I usually
> do to create the finished file.
My question has really to do with how you are creating your Word documents
in the first place. "Template" has a specific meaning in Word. When you
create a new document it's always based on a Word template (i.e. .dot file).
If you are not aware of using .dot files then the chances are that you are
always using the standard template, normal.dot. If you always start with the
blank document icon at the left hand end of the standard toolbar then your
document will be attached to the standard template, normal.dot. If you
always start by copying an existing document then the new document will
(probably) be attached to whatever template the old document was attached
to. You can find out which template a document is attached to by opening the
document and looking at Tools|Templates and Addins...|Templates|Document
Template.
By default, normal.dot is /not/ attached to a data source. It's possible
that at some point you may have attached it to a data source but I suspect
you would know about it if you had. Ditto for any other use of templates.
So that's probably not the explanation in this case. But it's still worth
checking.
Does anything else (e.g. Excel) have the data source open when you open your
Word document?
> How does one go about disconnecting a template from the data source? I
> believe if the template were attached to the data source, I would not have
> to select it each time I open the template to run the merge.
You would have to find the template, open it, then e.g. use the first icon
on the mail merge toolbar to set the thing back to being Normal Word
Document (even though it isn't, it's a template), then save and close it.
You will probably find your templates in a folder with the following name:
C:\Documents and Settings\<username>\Application Data\Microsoft\Templates
where <username> is your Windows login name.
> I
> believe if the template were attached to the data source, I would not have
> to select it each time I open the template to run the merge.
That's how it should work, and how it used to work using Word 2000 I think.
But now the fact that the template has the data source open sometimes means
that the a document attached to the template cannot also open it.
It's possible that you use the word template in the way many people do, i.e.
a document (.doc) that you copy and use as the basis of a new document. In
that case, you certainly should be able to open the data source in the way
that you suggest, unless something else also has the data source open.
Peter Jamieson
> 1. Are you creating your mail merges from a template that's attached to
> the
[quoted text clipped - 141 lines]
> | > | > where
> | > | > | > the file was located.
Michael Koerner - 10 Feb 2006 19:45 GMT
I'm sorry, I knew that. It is not a .dot file. it is just a .doc file that
has all the merge information in it and when it opens up, the mailmerge
toolbar give me the option to complete the merge.
I think the problem may have evolved through different versions of Word and
Excel I started this thing I think when I was using Office 97, and just kept
opening the appropriate files with each new version of Office that came
along. I did something this morning (don't know what) which forced Word to
look for a new data source. When I selected the .XLS file, then saved the
document. I closed the document shut down Word reopened Word, the document,
it opened without asking for the data source. Have done a number of warm,
cold boots (paranoia that it might revert back to the old display) and tried
the merge with great success. Thanks again for all you help

Signature
Regards
Michael Koerner
|> I'm not sure (don't know). After clicking on the .XLS file and the
| > template
[quoted text clipped - 197 lines]
| > | > | > where
| > | > | > | > the file was located.
Peter Jamieson - 10 Feb 2006 22:29 GMT
Glad it's solved anyway!
Peter Jamieson
> I'm sorry, I knew that. It is not a .dot file. it is just a .doc file that
> has all the merge information in it and when it opens up, the mailmerge
[quoted text clipped - 270 lines]
> | > | > | > where
> | > | > | > | > the file was located.