Thanks so much for the reply and my apologies for not following up sooner (was down and out for a couple weeks due to illness).

I will study the link you shared - it appears that his download would most likely work but, given my hardheadedness, I may study some of the code he includes on the page to see if I can learn as well.

Since my previous post I changed my data source from Outlook to Excel and have a formula in Excel which generates a unique filename, which I in turn include as a mergefield in my Word doc. I'm playing around with having that field in the footer and trying to see if I can split the merged document into separate documents using the footer as a trigger, then saving each one with the merged field text in the footer as the filename.

Appreciate the guidance!!