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Pat B
 
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Default Trying to use a .dot document as main document

I am trying to use a .dot document I received as the main document in an mail
merge, but the merge options are greyed out. Any ideas on how to activate
this function or what else you might need to know to assist? Not sure what
version of word the file was created in, but I did a save as in both 2000 and
offxp and still had the problem.

Thanks ...
  #2   Report Post  
Doug Robbins - Word MVP
 
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Default

Did you save the template (.dot document) in the templates folder? Are you
using FileNew and then selecting that template to create a new document
based on it as mail merge main document? Is the document protected?



--
Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested. Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP
"Pat B" Pat wrote in message
...
I am trying to use a .dot document I received as the main document in an
mail
merge, but the merge options are greyed out. Any ideas on how to activate
this function or what else you might need to know to assist? Not sure what
version of word the file was created in, but I did a save as in both 2000
and
offxp and still had the problem.

Thanks ...


  #3   Report Post  
Pat B
 
Posts: n/a
Default

It's not protected. I just put it in the templates folder, but it doesn't
show up in any of the tabs when I select File New. Do I have to do anything
special to make it show up? I will try again at home as that setup is likely
to be less complicated than the one at work in terms of where the templates
are located.

"Doug Robbins - Word MVP" wrote:

Did you save the template (.dot document) in the templates folder? Are you
using FileNew and then selecting that template to create a new document
based on it as mail merge main document? Is the document protected?



--
Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested. Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP
"Pat B" Pat wrote in message
...
I am trying to use a .dot document I received as the main document in an
mail
merge, but the merge options are greyed out. Any ideas on how to activate
this function or what else you might need to know to assist? Not sure what
version of word the file was created in, but I did a save as in both 2000
and
offxp and still had the problem.

Thanks ...



  #4   Report Post  
Charles Kenyon
 
Posts: n/a
Default

"merge options are grayed out"

If this is on the merge toolbar, you may not have a database selected. Can
you attach a data file?
--

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

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
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.

"Pat B" wrote in message
news
It's not protected. I just put it in the templates folder, but it doesn't
show up in any of the tabs when I select File New. Do I have to do
anything
special to make it show up? I will try again at home as that setup is
likely
to be less complicated than the one at work in terms of where the
templates
are located.

"Doug Robbins - Word MVP" wrote:

Did you save the template (.dot document) in the templates folder? Are
you
using FileNew and then selecting that template to create a new document
based on it as mail merge main document? Is the document protected?



--
Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested. Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP
"Pat B" Pat wrote in message
...
I am trying to use a .dot document I received as the main document in an
mail
merge, but the merge options are greyed out. Any ideas on how to
activate
this function or what else you might need to know to assist? Not sure
what
version of word the file was created in, but I did a save as in both
2000
and
offxp and still had the problem.

Thanks ...





  #5   Report Post  
Pat B
 
Posts: n/a
Default

I am not sure that I understand your question. By "attach a data file" do you
mean select a data source for my merge data? If that's what you mean, then
no, I can't since the options to start the merge functions are what I can't
access on the toolbar. If that's not what you meant, please explain a little
differently. I have also tried the other suggestion of creating a new
document from the template I received, by using the File, New suggestion from
the other post, but the Mail Merge options are still greyed out.

"Charles Kenyon" wrote:

"merge options are grayed out"

If this is on the merge toolbar, you may not have a database selected. Can
you attach a data file?
--

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

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
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.

"Pat B" wrote in message
news
It's not protected. I just put it in the templates folder, but it doesn't
show up in any of the tabs when I select File New. Do I have to do
anything
special to make it show up? I will try again at home as that setup is
likely
to be less complicated than the one at work in terms of where the
templates
are located.

"Doug Robbins - Word MVP" wrote:

Did you save the template (.dot document) in the templates folder? Are
you
using FileNew and then selecting that template to create a new document
based on it as mail merge main document? Is the document protected?



--
Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested. Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP
"Pat B" Pat wrote in message
...
I am trying to use a .dot document I received as the main document in an
mail
merge, but the merge options are greyed out. Any ideas on how to
activate
this function or what else you might need to know to assist? Not sure
what
version of word the file was created in, but I did a save as in both
2000
and
offxp and still had the problem.

Thanks ...







  #6   Report Post  
Charles Kenyon
 
Posts: n/a
Default

Is it "grayed out" on a toolbar or on a menu? Which merge options are grayed
out? I have the mailmerge toolbar displayed all the time and 90% of the time
most of the options are grayed out because the document isn't a merge
document or isn't attached to a datafile.
--

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

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
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.

"Pat B" wrote in message
...
I am not sure that I understand your question. By "attach a data file" do
you
mean select a data source for my merge data? If that's what you mean, then
no, I can't since the options to start the merge functions are what I
can't
access on the toolbar. If that's not what you meant, please explain a
little
differently. I have also tried the other suggestion of creating a new
document from the template I received, by using the File, New suggestion
from
the other post, but the Mail Merge options are still greyed out.

"Charles Kenyon" wrote:

"merge options are grayed out"

If this is on the merge toolbar, you may not have a database selected.
Can
you attach a data file?
--

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

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
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.

"Pat B" wrote in message
news
It's not protected. I just put it in the templates folder, but it
doesn't
show up in any of the tabs when I select File New. Do I have to do
anything
special to make it show up? I will try again at home as that setup is
likely
to be less complicated than the one at work in terms of where the
templates
are located.

"Doug Robbins - Word MVP" wrote:

Did you save the template (.dot document) in the templates folder?
Are
you
using FileNew and then selecting that template to create a new
document
based on it as mail merge main document? Is the document protected?



--
Please post any further questions or followup to the newsgroups for
the
benefit of others who may be interested. Unsolicited questions
forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP
"Pat B" Pat wrote in message
...
I am trying to use a .dot document I received as the main document in
an
mail
merge, but the merge options are greyed out. Any ideas on how to
activate
this function or what else you might need to know to assist? Not
sure
what
version of word the file was created in, but I did a save as in both
2000
and
offxp and still had the problem.

Thanks ...







  #7   Report Post  
Graham Mayor
 
Posts: n/a
Default

You must put it in the user templates folder (or a sub folder of that
folder) you can locate the correct folder by looking in tools options
file locations user templates to see what folder is defined there. It will
then show under file new and when you create a new document from it you
will have the required commands available.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




Pat B wrote:
It's not protected. I just put it in the templates folder, but it
doesn't show up in any of the tabs when I select File New. Do I
have to do anything special to make it show up? I will try again at
home as that setup is likely to be less complicated than the one at
work in terms of where the templates are located.

"Doug Robbins - Word MVP" wrote:

Did you save the template (.dot document) in the templates folder?
Are you using FileNew and then selecting that template to create a
new document based on it as mail merge main document? Is the
document protected?



--
Please post any further questions or followup to the newsgroups for
the benefit of others who may be interested. Unsolicited questions
forwarded directly to me will only be answered on a paid consulting
basis.

Hope this helps
Doug Robbins - Word MVP
"Pat B" Pat wrote in message
...
I am trying to use a .dot document I received as the main document
in an mail
merge, but the merge options are greyed out. Any ideas on how to
activate this function or what else you might need to know to
assist? Not sure what version of word the file was created in, but
I did a save as in both 2000 and
offxp and still had the problem.

Thanks ...



  #8   Report Post  
Pat B
 
Posts: n/a
Default

I've done that, figured it out after I found the spot you mentioned.
Virtually all the options on the Tools menu still come up grey(like the
speller etc) when I use this template. Basically, it's a form with some
premade fields that are blank that I want to use for the mail merge.

"Graham Mayor" wrote:

You must put it in the user templates folder (or a sub folder of that
folder) you can locate the correct folder by looking in tools options
file locations user templates to see what folder is defined there. It will
then show under file new and when you create a new document from it you
will have the required commands available.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




Pat B wrote:
It's not protected. I just put it in the templates folder, but it
doesn't show up in any of the tabs when I select File New. Do I
have to do anything special to make it show up? I will try again at
home as that setup is likely to be less complicated than the one at
work in terms of where the templates are located.

"Doug Robbins - Word MVP" wrote:

Did you save the template (.dot document) in the templates folder?
Are you using FileNew and then selecting that template to create a
new document based on it as mail merge main document? Is the
document protected?



--
Please post any further questions or followup to the newsgroups for
the benefit of others who may be interested. Unsolicited questions
forwarded directly to me will only be answered on a paid consulting
basis.

Hope this helps
Doug Robbins - Word MVP
"Pat B" Pat wrote in message
...
I am trying to use a .dot document I received as the main document
in an mail
merge, but the merge options are greyed out. Any ideas on how to
activate this function or what else you might need to know to
assist? Not sure what version of word the file was created in, but
I did a save as in both 2000 and
offxp and still had the problem.

Thanks ...




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