Hi Jason,

The safest way to do this is to create a mailmerge main document, with all the mergefields in place, that isn't connencted to any data source and save it as a Word template. Then, as you create the excel worksheet for each client, create a new document based on the template and connect it to the new data source.

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]