[Kristen]

How do you save a new document generated from an existing MailMerge
Template/Document as the same name as the original document/template rather
than MS Word creating a new document with the merge info and calling it
"Letter1." For example, if my original document with the merge fields in it
is called Kristen when I select the merge function and the new document
opens, I want it to default to the name Kristen.doc when I use the
File-SaveAs command and then I will edit the file name before saving to be
Kristen013107(or something unique) before saving it so that it doesn't
overwrite the original Kristen.doc base merge template.

Likewise, is there a way after you save a file that is in a specified
directory after it has been merged, to have this file moved and/or copied to
another specified directory. Thanks in advance for any help!

[Graham Mayor]

The document doesn't have a name until it is saved Letter1 is simply Word's
internal description.
If you want individual merge letters named from the data - see
http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

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


Kristen wrote:
How do you save a new document generated from an existing MailMerge
Template/Document as the same name as the original document/template
rather than MS Word creating a new document with the merge info and
calling it "Letter1." For example, if my original document with the
merge fields in it is called Kristen when I select the merge function
and the new document opens, I want it to default to the name
Kristen.doc when I use the File-SaveAs command and then I will edit
the file name before saving to be Kristen013107(or something unique)
before saving it so that it doesn't overwrite the original
Kristen.doc base merge template.

Likewise, is there a way after you save a file that is in a specified
directory after it has been merged, to have this file moved and/or
copied to another specified directory. Thanks in advance for any
help!

[Kristen]

Thanks for the link Graham. The problem is that this macro also splits the
document into a new document for each record. Basically what I want is to
have the new document named via a data line in the main document like this
does, but not the other part with the splitting. Do you know where I can
find how to do this. It seems like it should be a fairly common request.
Thanks in advance!

"Graham Mayor" wrote:

The document doesn't have a name until it is saved Letter1 is simply Word's
internal description.
If you want individual merge letters named from the data - see
http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

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


Kristen wrote:
How do you save a new document generated from an existing MailMerge
Template/Document as the same name as the original document/template
rather than MS Word creating a new document with the merge info and
calling it "Letter1." For example, if my original document with the
merge fields in it is called Kristen when I select the merge function
and the new document opens, I want it to default to the name
Kristen.doc when I use the File-SaveAs command and then I will edit
the file name before saving to be Kristen013107(or something unique)
before saving it so that it doesn't overwrite the original
Kristen.doc base merge template.

Likewise, is there a way after you save a file that is in a specified
directory after it has been merged, to have this file moved and/or
copied to another specified directory. Thanks in advance for any
help!

[Graham Mayor]

This sounds like you want to create 'versions' - see another macro on my web
site at http://www.gmayor.com/save_numbered_versions.htm which could be
adapted to your requirements

--

Graham Mayor - Word MVP

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


Kristen wrote:
Thanks for the link Graham. The problem is that this macro also
splits the document into a new document for each record. Basically
what I want is to have the new document named via a data line in the
main document like this does, but not the other part with the
splitting. Do you know where I can find how to do this. It seems
like it should be a fairly common request. Thanks in advance!

"Graham Mayor" wrote:

The document doesn't have a name until it is saved Letter1 is simply
Word's internal description.
If you want individual merge letters named from the data - see
http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

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


Kristen wrote:
How do you save a new document generated from an existing MailMerge
Template/Document as the same name as the original document/template
rather than MS Word creating a new document with the merge info and
calling it "Letter1." For example, if my original document with the
merge fields in it is called Kristen when I select the merge
function and the new document opens, I want it to default to the
name Kristen.doc when I use the File-SaveAs command and then I will
edit the file name before saving to be Kristen013107(or something
unique) before saving it so that it doesn't overwrite the original
Kristen.doc base merge template.

Likewise, is there a way after you save a file that is in a
specified directory after it has been merged, to have this file
moved and/or copied to another specified directory. Thanks in
advance for any help!

[Kristen]

Hi Graham,

I actually don't want version numbers because the document needs to have the
result of a merged data field. Maybe it would be easier if I gave you an
example. The merge document has a Case ID# in it called Case_ID. The name
of the document is SoftwareNotice.doc. When the new document is created
after the merge, when I go to Save it, I want it to look at the merge field
Case_ID and name the document SoftwareNotice1234.doc, assuming that 1234 was
the Case_ID. Does this make sense? Thanks for all of your help and prompt
responses!

"Graham Mayor" wrote:

This sounds like you want to create 'versions' - see another macro on my web
site at http://www.gmayor.com/save_numbered_versions.htm which could be
adapted to your requirements

--

Graham Mayor - Word MVP

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


Kristen wrote:
Thanks for the link Graham. The problem is that this macro also
splits the document into a new document for each record. Basically
what I want is to have the new document named via a data line in the
main document like this does, but not the other part with the
splitting. Do you know where I can find how to do this. It seems
like it should be a fairly common request. Thanks in advance!

"Graham Mayor" wrote:

The document doesn't have a name until it is saved Letter1 is simply
Word's internal description.
If you want individual merge letters named from the data - see
http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

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


Kristen wrote:
How do you save a new document generated from an existing MailMerge
Template/Document as the same name as the original document/template
rather than MS Word creating a new document with the merge info and
calling it "Letter1." For example, if my original document with the
merge fields in it is called Kristen when I select the merge
function and the new document opens, I want it to default to the
name Kristen.doc when I use the File-SaveAs command and then I will
edit the file name before saving to be Kristen013107(or something
unique) before saving it so that it doesn't overwrite the original
Kristen.doc base merge template.

Likewise, is there a way after you save a file that is in a
specified directory after it has been merged, to have this file
moved and/or copied to another specified directory. Thanks in
advance for any help!

[Peter Jamieson]

You can use a macro like the following to perform the merge, but only if
your mail merge main document does not have any Next record fields and
similar stuff such as Next record if

Peter Jamieson

Sub ProduceOneDocPerSourceRec()
'

' NB, needs bettor error management and doubtless other things a VBA expert
' will point out.

Dim intSourceRecord
Dim objMerge As Word.MailMerge
Dim strEman As String
Dim strOutputDocumentName As String
Dim TerminateMerge As Boolean

' Need to set up this object as the ActiveDocument changes when the
' merge is performed. Besides, it's clearer.

Set objMerge = ActiveDocument.MailMerge
With objMerge

' If no data source has been defined, do it here using OpenDataSource.
' But if it is already defined in the document, you should not need to
define it here.

' .OpenDataSource _
' Name:="whatever"

intSourceRecord = 1
TerminateMerge = False

Do Until TerminateMerge
.DataSource.ActiveRecord = intSourceRecord

' if we have gone past the end (and possibly, if there are no records)
' then the Activerecord will not be what we have just tried to set it to

If .DataSource.ActiveRecord intSourceRecord Then
TerminateMerge = True
' the record exists
Else

' while we are looking at the correct activerecord,
' create the document path name
' e.g. - you will need to change this -
strEman = StrReverse(objMerge.Name)
StrReverse(Mid(strEman, InStr(1, strEman & ".", ".") + 1))

strOutputDocumentName = _
"c:\mydoc\" & _
StrReverse(Mid(strEman, InStr(1, strEman & ".", ".") + 1)) & _
.DataSource.Datafields("CaseID").Value & ".doc"

.DataSource.FirstRecord = intSourceRecord
.DataSource.LastRecord = intSourceRecord
.Destination = wdSendToNewDocument
.Execute

' The Activedocument is always the output document
' Add any parameters you need to these calls
ActiveDocument.SaveAs strOutputDocumentName
ActiveDocument.Close
intSourceRecord = intSourceRecord + 1
End If
Loop
End With
End Sub

"Kristen" wrote in message
...
Hi Graham,

I actually don't want version numbers because the document needs to have
the
result of a merged data field. Maybe it would be easier if I gave you an
example. The merge document has a Case ID# in it called Case_ID. The
name
of the document is SoftwareNotice.doc. When the new document is created
after the merge, when I go to Save it, I want it to look at the merge
field
Case_ID and name the document SoftwareNotice1234.doc, assuming that 1234
was
the Case_ID. Does this make sense? Thanks for all of your help and prompt
responses!

"Graham Mayor" wrote:

This sounds like you want to create 'versions' - see another macro on my
web
site at http://www.gmayor.com/save_numbered_versions.htm which could be
adapted to your requirements

--

Graham Mayor - Word MVP

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


Kristen wrote:
Thanks for the link Graham. The problem is that this macro also
splits the document into a new document for each record. Basically
what I want is to have the new document named via a data line in the
main document like this does, but not the other part with the
splitting. Do you know where I can find how to do this. It seems
like it should be a fairly common request. Thanks in advance!

"Graham Mayor" wrote:

The document doesn't have a name until it is saved Letter1 is simply
Word's internal description.
If you want individual merge letters named from the data - see
http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

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


Kristen wrote:
How do you save a new document generated from an existing MailMerge
Template/Document as the same name as the original document/template
rather than MS Word creating a new document with the merge info and
calling it "Letter1." For example, if my original document with the
merge fields in it is called Kristen when I select the merge
function and the new document opens, I want it to default to the
name Kristen.doc when I use the File-SaveAs command and then I will
edit the file name before saving to be Kristen013107(or something
unique) before saving it so that it doesn't overwrite the original
Kristen.doc base merge template.

Likewise, is there a way after you save a file that is in a
specified directory after it has been merged, to have this file
moved and/or copied to another specified directory. Thanks in
advance for any help!

[Graham Mayor]

Hmmm. If it's a single record merge then the original split merge add-in
solution should work. This names the file from a field (CaseID) in the
document?

--

Graham Mayor - Word MVP

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


Kristen wrote:
Hi Graham,

I actually don't want version numbers because the document needs to
have the result of a merged data field. Maybe it would be easier if I
gave you an example. The merge document has a Case ID# in it called
Case_ID. The name of the document is SoftwareNotice.doc. When the
new document is created after the merge, when I go to Save it, I want
it to look at the merge field Case_ID and name the document
SoftwareNotice1234.doc, assuming that 1234 was the Case_ID. Does this
make sense? Thanks for all of your help and prompt responses!

"Graham Mayor" wrote:

This sounds like you want to create 'versions' - see another macro
on my web site at http://www.gmayor.com/save_numbered_versions.htm
which could be adapted to your requirements

--

Graham Mayor - Word MVP

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


Kristen wrote:
Thanks for the link Graham. The problem is that this macro also
splits the document into a new document for each record. Basically
what I want is to have the new document named via a data line in the
main document like this does, but not the other part with the
splitting. Do you know where I can find how to do this. It seems
like it should be a fairly common request. Thanks in advance!

"Graham Mayor" wrote:

The document doesn't have a name until it is saved Letter1 is
simply Word's internal description.
If you want individual merge letters named from the data - see
http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

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


Kristen wrote:
How do you save a new document generated from an existing
MailMerge Template/Document as the same name as the original
document/template rather than MS Word creating a new document
with the merge info and calling it "Letter1." For example, if my
original document with the merge fields in it is called Kristen
when I select the merge function and the new document opens, I
want it to default to the name Kristen.doc when I use the
File-SaveAs command and then I will edit the file name before
saving to be Kristen013107(or something unique) before saving it
so that it doesn't overwrite the original Kristen.doc base merge
template.

Likewise, is there a way after you save a file that is in a
specified directory after it has been merged, to have this file
moved and/or copied to another specified directory. Thanks in
advance for any help!

[Peter Jamieson]

And you need to leave out this statement

ActiveDocument.Close

if you want to have the opportunity to change the nme before saving.

Peter Jamieson
"Peter Jamieson" wrote in message
...
You can use a macro like the following to perform the merge, but only if
your mail merge main document does not have any Next record fields and
similar stuff such as Next record if

Peter Jamieson

Sub ProduceOneDocPerSourceRec()
'

' NB, needs bettor error management and doubtless other things a VBA
expert
' will point out.

Dim intSourceRecord
Dim objMerge As Word.MailMerge
Dim strEman As String
Dim strOutputDocumentName As String
Dim TerminateMerge As Boolean

' Need to set up this object as the ActiveDocument changes when the
' merge is performed. Besides, it's clearer.

Set objMerge = ActiveDocument.MailMerge
With objMerge

' If no data source has been defined, do it here using OpenDataSource.
' But if it is already defined in the document, you should not need to
define it here.

' .OpenDataSource _
' Name:="whatever"

intSourceRecord = 1
TerminateMerge = False

Do Until TerminateMerge
.DataSource.ActiveRecord = intSourceRecord

' if we have gone past the end (and possibly, if there are no records)
' then the Activerecord will not be what we have just tried to set it
to

If .DataSource.ActiveRecord intSourceRecord Then
TerminateMerge = True
' the record exists
Else

' while we are looking at the correct activerecord,
' create the document path name
' e.g. - you will need to change this -
strEman = StrReverse(objMerge.Name)
StrReverse(Mid(strEman, InStr(1, strEman & ".", ".") + 1))

strOutputDocumentName = _
"c:\mydoc\" & _
StrReverse(Mid(strEman, InStr(1, strEman & ".", ".") + 1)) & _
.DataSource.Datafields("CaseID").Value & ".doc"

.DataSource.FirstRecord = intSourceRecord
.DataSource.LastRecord = intSourceRecord
.Destination = wdSendToNewDocument
.Execute

' The Activedocument is always the output document
' Add any parameters you need to these calls
ActiveDocument.SaveAs strOutputDocumentName
ActiveDocument.Close
intSourceRecord = intSourceRecord + 1
End If
Loop
End With
End Sub

"Kristen" wrote in message
...
Hi Graham,

I actually don't want version numbers because the document needs to have
the
result of a merged data field. Maybe it would be easier if I gave you an
example. The merge document has a Case ID# in it called Case_ID. The
name
of the document is SoftwareNotice.doc. When the new document is created
after the merge, when I go to Save it, I want it to look at the merge
field
Case_ID and name the document SoftwareNotice1234.doc, assuming that 1234
was
the Case_ID. Does this make sense? Thanks for all of your help and
prompt
responses!

"Graham Mayor" wrote:

This sounds like you want to create 'versions' - see another macro on my
web
site at http://www.gmayor.com/save_numbered_versions.htm which could be
adapted to your requirements

--

Graham Mayor - Word MVP

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


Kristen wrote:
Thanks for the link Graham. The problem is that this macro also
splits the document into a new document for each record. Basically
what I want is to have the new document named via a data line in the
main document like this does, but not the other part with the
splitting. Do you know where I can find how to do this. It seems
like it should be a fairly common request. Thanks in advance!

"Graham Mayor" wrote:

The document doesn't have a name until it is saved Letter1 is simply
Word's internal description.
If you want individual merge letters named from the data - see
http://www.gmayor.com/individual_merge_letters.htm

--

Graham Mayor - Word MVP

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


Kristen wrote:
How do you save a new document generated from an existing MailMerge
Template/Document as the same name as the original document/template
rather than MS Word creating a new document with the merge info and
calling it "Letter1." For example, if my original document with the
merge fields in it is called Kristen when I select the merge
function and the new document opens, I want it to default to the
name Kristen.doc when I use the File-SaveAs command and then I will
edit the file name before saving to be Kristen013107(or something
unique) before saving it so that it doesn't overwrite the original
Kristen.doc base merge template.

Likewise, is there a way after you save a file that is in a
specified directory after it has been merged, to have this file
moved and/or copied to another specified directory. Thanks in
advance for any help!