Mail Merge questions - Data Sources and checkboxes

I have a Word Doc I'm using with Excel to put out variable data into a letter as a Mail Merge (MM).  We will reuse this again and again.  Everything works pretty well but...

 

1)  I complete the Excel sheet with the fill-ins.  Save it and close. Open the Word doc and it prompts to allow the SQL.  Answer Yes.  I then have to navigate or "point" Word to the Data Source (Excel sheet) location which is a network folder/share which also happens to be the same place/folder that the Word doc launches from.  That completes.  I then quickly just commit the doc with those settings and close.  Come back in; it doesn't go to where I just pointed it, instead it reverts to "My Data Sources" on the local drive.  And I have to do this every single time I open the Word document.  Isn't there a way to "permanently" tell the Document where its data source is instead of me having to navigate/drill up/drill down to it every time?

 

2)  When I come to Edit Recipients, Word always checks every box in all rows in the data window including rows that are blank.  I have to uncheck all and then recheck the boxes/rows at the top which are my desired fill-ins.  If you don't un-check and re-check, then Word prints out the merge including all the blank letters with no fill-ins - wastes a lot of paper!  I don't know why it checks all boxes and not just the ones with data in them.  I'd even take having Word NOT check any boxes and let me select them.  As it is now, the default mode selects all boxes.  Where is there a setting to instruct Word to not check every box, every time I do a mail merge?

 

Thank you for any input.

 

 

Answer
Answer

 

1. Do it work if the data source (excel file) and the word document is on the local system instead of the network share ?

 

2. Was it working fine earlier or is it something that started occurring recently ?

 

Try creating a new data source with sample data and check how it works.

 

 

 

 

 

 

 

 

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Last updated October 5, 2021 Views 360 Applies to: