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So, my first question is when you save a new document that was created from a mail merge template, why would it ask me for the source each time?
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It shouldn't! It seems like you are not saving the finished document, but instead saved the merge doc underneath....
When you 'merge to a new document', it makes a new, finished document that is not linked to the data source. The file that is still linked to the data source is underneath the finished document. If you have your Show/Hide turned on, you can see the section breaks in the finished document.
When you double-click on a template, you are opening the template (which you would only do when you are not happy with the template and wish to edit it for future use), not making a document based on the template. Opening a template to use it eliminates the point of having a template.
Please do this:
Either verify that you have a template that is connected to the data source and includes merge fields. Then close all instances of Word completely and then open Word and use the code I provided (edited to change the path to the template), to make a macro,
or create a new template and write your own macro
Here are the steps...
- Close all instances of Word completely
- Open Word
- Create a new document
- Start a mail merge... connect to the data source and insert the merge fields. You can preview them if desired, but don't complete the merge
- File > Save as.. document template... Word will want to save this in the Templates folder. Do so for now, you can move it later.
- Close the template
- Record a macro... do these steps while recording:
- File > New > Templates on My Computer
- Double-click on your new template - now you might have to say OK to the SQL dialog box
- Click Merge to New Document button
- OK to the all records dialog box
- Stop Recording
- Close everything that is open
- Run the macro to test it
After the macro has run, save the file that is on top. Close without saving the other file.