Template for mail merge

[Doug Lowe]

Is there a way to do a mail merge to a new document, and specify the
template the new document (the one with the merged letters) should be based
on?

For example, if I use the merge wizard & start from an existing template,
then merge to a new document, the new document is based on Normal.dot, not
the template I started from.

I want to provide a simple custom toolbar for the merged document, but don't
want to put the toolbar in normal.dot.

Thanks!

 

[Charles Kenyon]

Save your template.
Create and save your custom toolbar in your template. Make sure it is to
your template, not normal.dot.

Use File > New to create a new document from your template. Attach a data
source. Perform your merge to a document.
Your new merged document will be attached to your template.

Note, for merges for one record, I skip the merge to a document and simply
lock the merge fields and save with the appropriate data being displayed.

I don't use the merge wizard for actually doing merges so I don't have a
solution for you on use of that tool.
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide


--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

 

[Doug Lowe]

Thanks, I had assumed the Merge to New Document button on the Merge toolbar
would work the same as the wizard, but apparently not. From the Wizard, the
new document attaches to Normal. But from the toolbar, it works fine.