Quote:
Originally Posted by RMerckling
Anytime I mentioned "template", I was referring to a literal template, not a Word Template. Each of these documents are templates from a literal standpoint that are copied and pasted to create specific documents.
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What you are calling templates are NOT templates. Furthermore, you previously said you were using:
Quote:
Originally Posted by RMerckling
a Mail Merge Template, a Document Template & a Source Document Template
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but now you've introduced:
Quote:
Originally Posted by RMerckling
Excel Document ("Excel Doc")
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Excel workbooks are neither documents nor templates. If you expect anyone else to understand what you're doing, you might at least use the right terminology.
As for:
Quote:
Originally Posted by RMerckling
Word Document ("Source") that is entirely composed of Bookmarks with Mail Merge Fields. This file is typically not opened unless the specific bookmarked fields need to be changed.
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That is NOT your source - the source is the Excel workbook. This is apparently your mailmerge main document, since it contains your mergefields, but you say it usually doesn't get opened and, so it's also possible your "Plan Doc" is your mailmerge main document (especially since you say the merge is run through it) - but you don't mention it having any mergefields. Your descriptions are all very confusing.
Perhaps you could attach the actual files to a post with some representative content (delete anything sensitive).