This is written to give Graham a better idea of what it is I think you want to be doing. I use templates of primary merge documents like this to produce draft pleadings and letters for cases.
- The templates are not stored as merge documents but as normal Word documents.
- My vba creates a new document based on the template and then makes it a merge document linking it to the database.
- It then has me pick the client and previews the merge to that new document. Note that this is still a primary merge document. (This method is frowned on by most experienced users.)
- I edit and then switch the preview document back to a normal Word document with a macro. That macro also locks all the merge fields. You would not be editing first so this process could be included in the main macro.
This process could be done with a set of primary merge documents. I would likely use Graham's
Document Batch Processes. I suppose there really is no need to use a template, just merge from the primary merge documents.
However, I name and save documents based on a combination of the document property "Title" and the date. It should also be possible to save a merge field or two as document variables in the new document and use those as well. I am unsure how I would do that. The processes for that are a Save intercept it the templates. If a completed merge were done rather than a preview, I believe the link to the intercept macro would be lost. It should still be possible to do but I have not tried it.
I am only doing one to three documents at a time, and seldom the same ones, so I do not batch process.