#1
|
|||
|
|||
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 |
#2
|
||||
|
||||
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.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
Tags |
mail merge, target location |
|
Similar Threads | ||||
Thread | Thread Starter | Forum | Replies | Last Post |
Mail Merge from Excel | Kieroncsmith | Mail Merge | 2 | 02-16-2012 10:35 PM |
How can I merge different excel files into one? | Kaloyanski | Excel | 3 | 11-02-2011 02:47 AM |
dynamic charts based on mail merge fields | jwajehee | Mail Merge | 0 | 10-05-2011 09:47 AM |
merge excel sheets | Mahen | Excel | 2 | 08-03-2011 12:21 AM |
Merge from 2 excel worksheets | apolloman | Mail Merge | 2 | 06-02-2011 04:16 AM |