Hi Deb,
Yes, you do need to save the Excel file - mailmerges only work with what's in a saved file. I also note from the workbook attached to your previous post that you seem to be trying to use separate workbooks for each school. With the proper setup, you can have records for multiple schools spanning multiple years all in the one workbook. Basically, all it requires is the application of some filtering.
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Cheers,
Paul Edstein
[Fmr MS MVP - Word]
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