Mail Merge Word Documents

Using Office 2010, I do alot of mail merge letters using Word and Excel.  Normally I use the same main Word document which I merge with various Excel files.  In one case the main document is a dotx file, in another case it's a docx file.  At the end of the mail merge I save each letter as an individual Word file.

When I later go to open a saved letter, I get a prompt stating Opening this document will run the following SQL command, then gives the data source and asking if you want to continue.  If you answer yes, the file opens.  With some letters, it then says it cannot find the data source, then gives a Select Data Source dialog box - eventually when you click cancel the letter opens.  This is because the letter thinks it is linked to a previously used data source, not the one used to create the letter.

My problem is that I want to be able to email the letters to various managers for signing.  I used to send pdf files but some of the managers like to use an electronic signature so I need to send the Word file.  I think these messages will confuse them - especially the second example where they get 3 messages before the file will open.

Any help will be appreciated.

Answer
Answer

Your mailmerge main documents should indeed give the SQL prompts. You mentioned having one of them saved as a dotx file; don't do that - use doc or docx files only. All you get with a dotx file is a template (that issues an SQL prompt) from which you create a new mailmerge main document - which generates its own SQL prompt. In other words, using a template merely results in two SQL prompts to get you to the same point.

Unless you Finish the merge, all you're ever working with is a mailmerge main document, which will generate an SQL prompt next time you open it. There is a way around this, but it's not one I'd advise due to the risk of error:

1. Open the mailmerge main document

2. Preview the desired record

3. Save as a new document 

4. Choose Start Mail Merge > Normal Word document

5. Press Ctrl-A then Ctrl-Shift-F9 to unlink the mergefields

6. Re-save the document

You should now have a document containing the merged output but no mergefields and no SQL prompt.

As for the data source that changes each month, one way of handling this is to:

1. Copy one of those data sources to a new file with a generic name like 'MergeSource.xls'

2. Point your mailmerge main document to the 'MergeSource.xls' file.

3. Whenever you need to use a new source, simply copy/rename it to 'MergeSource.xls', then open the Word mailmerge main document.

With this approach, you never need to re-connect the mailmerge main document to a new data source.

Cheers
Paul Edstein
(Fmr MS MVP - Word)

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Update:  I followed Paul's steps above and found that when I followed Step 4 (Start Mail Merge > Normal Word document) on my main document, everything worked find from there on.  I didn't need to unlink the merge fields - could have just been my particular document.

Again, many thanks to Paul for this, and also the advice of not using a .dotx file as my main.

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Last updated October 5, 2021 Views 2,469 Applies to: