Hi Tiff:
If you have not defined any fields in the data source document, Word will
not allow you to save it. Once you have defined your fields, Word will
force a save at that point, then open the Add Records dialog.
Once the Add Records dialog appears, Command + s will work to save the Main
Document and Data Source documents at any time.
For anything other than trivial data merges, you would probably use a
structured format such as Excel for your data source. In which case, the
data source can be created and saved at any time, outside the Data Merge
manager.
The only real trick to it is that the data source must be a tabular
structure containing one column for each merge field and one row for each
merge letter or record.
If you have an existing Data Source file, you can use this with any Form
Letter. But you cannot use any of these files until they have been saved,
because until they have been saved, as far as the computer is concerned they
do not exist. Until it is saved, a file (either Word or Excel) is just a
collection of bits in memory: until you write it to disk and thus give it a
file name, the computer has no way to reference it.
Hope this helps
Not when data merge is up.
I think I may have discovered what we've been doing wrong. If you don't
create the merge document (a letter) and save it, then although the
data file is there it cannot be accessed? And even though I create a
new form letter, it cannot use the existing data file?
Thanks
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John McGhie <
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Microsoft MVP, Word and Word for Macintosh. Consultant Technical Writer
Sydney, Australia +61 (0) 4 1209 1410