how do I save a selected mail merge list for multiple letters etc

[Craig07]

Hi

I am regularly processing memberships of an association and when memberships
are paid I need to prepare Word documents for the payment receipt and
thankyou, membership certificate, membership card - front and back, and
envelope.

The membership details / fields are in an Excel spreadsheet. Excel and Word
are both from Office 2007.

My question is how do I select the mail merge list once only then save it to
use for all of those documents.

I would then do this process again for the next batch of payments.

Thanks

 

[Graham Mayor]

The list is your Excel worksheet? Attach the worksheet to your merge
document - essentially the procedure at
http://www.gmayor.com/merge_labels_with_word_2007.htm

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Graham Mayor - Word MVP


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[Peter Jamieson]

From what you are saying it sounds as if you may be creating a new Excel
workbook for each new member, or that at the very least, you may need to
select that specific member in each mail merge main document to print the
relevant material for that member.

IMO the best thing to do is connect all of your mail merge main documents,
once and for all, to an Excel workbook whose name and location never varies,
that always has the same columns, and which has exactly one record. e.g. you
connect them all to

c:\memberdata\onenewmember.xls

or whatever.

Then, with all the mail merge main documents closed, you either copy the
excel workbook containing the new member details to that file, or create a
new one with just theat member's details.