Save a mail merge main doc as separate records?

[Cranberry1711]

Hello,

Is it possible to quickly break down a mail merged document into it's
individual records so as to save each letter as a separate file please?

Any advice would be greatly appreciated.

 

[Graham Mayor]

See http://www.gmayor.com/individual_merge_letters.htm

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Graham Mayor - Word MVP


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[Debs1967]

Thanks Graham, I looked on your site and followed the link to Doug Robbins'
Word Add-in for individually saving merged documents. I've extracted the
add-in to where instructed but it isn't showing on the ribbon and nothing
happens when I finalise a mailmerge. Do you know what I've done wrong
please? I started Word before Outlook and from the start menu after
extracting the add-in. I don't have an Add-in tab on the ribbon. Thank you!

 

[Graham Mayor]

Is the add-in listed as enabled in Word Options > Add-ins?
Is the location you have extracted the add-in to listed as a trusted
location?

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Graham Mayor - Word MVP


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[Doug Robbins - Word MVP]

The only place that it will appear in the ribbon is if you go the the
Developer tab and click on the Document Template item and look at the
Templates tab of the Templates and Add-ins dialog and the MMtoDocsRevnn.dot
item should appear there with a check mark against it.

There is no macro that you have to select and run to create the separate
documents. Just follow the steps on the website - Click on Edit Individual
Letters and after dealing with the dialog in which you can select the
records to be merged, the add-in then intercepts the Word merge operation
and the dialog that asks if you want to create a separate document for each
record will appear.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

 

[Graham Mayor]

Doug - The supplementary macro I added to the download to create a template
from the document, when the original template is not available should appear
on the add-ins tab, so lack of such a tab suggests that the add-in is not
loading.

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Graham Mayor - Word MVP


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[Debs1967]

Thanks Doug and Graham, the MMtoDocsRevnn.dot item isn't showing when I go to
the Developer tab, click on Document Template item and look at the Templates
tab. Nothing is shown in there. Does this mean I have extracted the add-in to
the incorrect file and if so, what can I do? Thanks.

 

[Graham Mayor]

It seems you may have extracted the template to the wrong folder. The
correct folder for your copy of Word is defined in Word Options > Advanced >
File Locations > Startup. Ensure that this folder is a trusted location (it
should be by default). Note you must extract the file from the zip, not
merely put the zip in this folder.

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Graham Mayor - Word MVP


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[DebraH]

Hi. I downloaded the add-in and I can see it on the add-in tab but there are
no button/icons on it. WHat happened? and more importantly - how do fix it?

 

[Graham Mayor]

If you can see the wording "Create Template For the Merge Document" on the
add-ins toolbar - that wording is the button and the only button that the
add-in needs ... and you only need to use that as indicated in the web page
that accompanies the add-in when the original merge document template is
missing. The add-in functions activate automatically when you run the merge.

You need to read the web page again!

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Graham Mayor - Word MVP


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[DebraH]

When I execute the merge I don't have the option of creating separate
documents.

 

[Doug Robbins - Word MVP]

Make sure that you start Word from the Start menu and not by double clicking
on a document in Windows Explorer.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

 

[DebraH]

Hi Doug,

I did that and something is still wrong - it seems to be ignoring the add-in
all together

 

[Graham Mayor]

Close Word and Outlook
Check for orphan temporary files -
http://www.gmayor.com/what_to_do_when_word_crashes.htm
Re-read the instructions on the web page to ensure that the unzipped
template file is in the correct folder.
Start Word
Open your merge document.
Merge to a new document.

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Graham Mayor - Word MVP


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[DebraH]

It's still not working. Is there way to completely remove this add-in and
start over. I thought I did that but apparently I must have missed something.

 

[Doug Robbins - Word MVP]

To remove it, just delete it from the Word Startup folder. Are you sure
that you installed it in that folder and not in the folder at

C:\Program Files\Microsoft Office\OFFICE12\STARTUP

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP