Is it possible to create a mail merge with unformatted text links to mergefield?

D

D Miller

I apologize in advance if this sounds like a silly question.

Here is what I would like to do

I have a merge document set up to create contracts for land acquistion
The (Excel) data source doc contains information such as name, address
land info, dollar amounts, etc. for upwards of 500 people. Thi
information is constantly changing. Because the only current link i
between the (Word)merge doc (contract) and the data source, th
resulting contracts created from the merge, as well as a paymen
calculation sheet (Excel) - (which also happens to contain the line o
data that is copied and pasted to the datasource Excel sheet for th
merge), may or may not be updated by other random people when ne
information is discovered.

The problem is that, when we go to a different phase and a new contrac
needs to be created, the whole process has to be verified all over agai
as different people have updated information on certain documents bu
not in others. Because they don't understand how mail merge works, the
don't understand the importance of updating the data in the right spot.

SO, my thought was that I would link the data line (that I ha
previously copied from each individual payment calculation and paste
into the data source worksheet) so that the merge document's data sourc
is automatically updated when changes are made in the Excel paymen
calculation for each landowner. That would win half the battle.

However, what I would like to do is write the code into the merg
document so that each record (contract) that resulted from the first a
only merge would contain the proper link to the merge datasource (whic
would be automatically updated from the payment calculation sheet). So
when someone needs to take a contract out in the field, the can jus
open the word file in the location it was originally saved after th
initial merge, tell it to update, and it would contain all the update
info - without having to actually run the merge again

Is this clear as mud? Can anyone help. I thought I was pretty wel
versed in Office applications, until I had to create hundreds o
documents with ever changing information. I feel rather "dense"
 

macropod

Microsoft MVP
Joined
Mar 2, 2012
Messages
580
Reaction score
50
Hi D Miller,

If these contract documents are only for one client/property at a time, mailmerge probably isn't the right tool anyway. If there is a particular range in the corresponding Excel workbook that the data always comes from, that suggests you should be using a standard document with LINK fields pointing to the relevant Excel cells.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top