Hello,

I've created an excel file acting as the main form that connects to word templates and automatically populates mail merged fields with values from an excel table. Users are able to fill out the excel form and open these word templates, connect via mail merge and populate needed fields in the template.



The issue I'm having is when the files are sent out, the file location of the data source doesn't update. I've had users save all relevant files locally, but the updated file location doesn't seem to connect to the excel file (even though it shows the correct path location from their local computer). Is there some kind of work around I can implement, or some way for users to update this data source location to have it actually connect to the main document?

Can you post a sample doc/workbook? Are you saying the Excel file exists only in one place or a copy of both Word and Excel files go together onto the users machines?

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Andrew Lockton
Chrysalis Design, Melbourne Australia

Thank you for your response, but by sheer luck it seems I've figured my issue out. It was as simple as disconnecting the data source from the mail merge main documents before sending them out and having users connect to data source on their own, ultimately saving the file and data source on their local paths.

Thanks!