Hey All,

Before I ask specific questions regarding a process I hope to create, I was wondering if someone can shed light on if the process is possible, to begin with.

Currently, I have a Mail Merge Template, a Document Template & a Source Document Template. The Document Template retrieves all information from the Source Document Template through IncludeText fields (the Doc Template is entirely composed of these fields) and is further updated through Mail Merge fields linked in the Source Document.



This process works great for now but I'm trying to make the process a little more streamlined. I was wondering, is it possible to have the user copy the Mail Merge Template into whatever folder, go through the Mail Merge Fields and then use VBA to create a copy of the Document Template, renamed based on fields selected within Mail Merge and run the Mail Merge all through VBA without having to actually copy the word file, repaste and run the mail merge?

P.S. I use Excel Worksheets via DDE Selection to get the correct formatting from Mail Merge to Document. Hoping that can be included in the VBA code, as well.

Appreciate the insight,
Rich