merge to excel in dynamic location

[mjlaw]

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

[macropod]

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.