If you maintain the Excel workbook with the required structure and save the document as a mailmerge main document, the setup is a once-off exercise.

You can add bookmarks to your mailmerge main document to aid its navigation, but any bookmarks will be deleted from the output document. That's because a mailmerge typically generates multiple replicas of the mailmerge main document in a single output document, but a bookmark can only exist in a single location.

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]

First of all, thanks for the reply, I have some questions about it. Each time I learn new things and each time I notice my lack of knowledge appears bigger then I first thought.

Do I need to save the excel document or the word document as a mailmerge main document? How can this be achieved?


If the bookmark can be used to navigate that would be perfect. I have no idea how to get this done. So can you help me with this?

Once navigated to the right information, can you save it as a new file (output document) so that the showed information is saved?