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Old 03-22-2012, 10:24 AM
mjlaw mjlaw is offline Windows 7 32bit Office 2007
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Default merge to excel in dynamic location

I have word templates that mail merge with data from an excel worksheet. They currently point to a static location for the worksheet (i.e. c:\myfiles\clients\template\drafts\clientintake.xl s).

I have separate files for each client. I would like to put a clientintake.xls spreadsheet in each client file. Then when I copy documents to the file to merge they should pull the data from the local clientintake.xls. Unfortunately, I cannot figure out how to set the template to look in the local folder as opposed to looking at a static location.

Any help would be appreciated.

Jason
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