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Old 07-10-2015, 08:57 PM
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If you configured a generic project folder with an Excel workbook containing fields for the common project data and the documents you need formatted as mailmerge main documents linked to that workbook, you could produce the populated documents from that before moving them to the new project folder. Similarly, you could have other Excel workbooks linked to the same cells so that, upon opening, they'd pull in the same data. If you then break the links, the workbooks could then also be saved to the new project folder. All this could, of course, be automated once the Excel workbook containing fields for the common project data is populated.
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