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#1
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How do I save the data form for merge documents?
I'm preparing legal documents where I need to use the data form for 3 sets of
docs, but after the first one the data form disappears and I'm having to start over for each set of forms. I used to be able to save the data form to my client file and edit and use it over again. |
#2
Posted to microsoft.public.word.mailmerge.fields
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How do I save the data form for merge documents?
It isn't completely obvious what has happened, but my guess is that
a. you used to use Word 2000 or Word 97 b. your data documents were in Word format (in a table in a Word document) c. you have moved to Word 2002 or 2003 d. when you create a new mail merge main document and try to connect to the data source, you can't find/recognise the data source you created before. When you entered your data for your first mail merge document, do you remember saving it? In Word 2002/2003 it is saved in Microsoft Access ".mdb" format: to save it in any other format, you have to work a bit harder. You don't have to have Access to use these .mdb files. Once you have saved your data source, you can re-use it by checking the "Use an existing list" option in step 3 of the Mail Merge Wizard, then finding the .mdb you saved. If file extensions such s ".mdb" qaren't displayed on your system, look for an "Access" icon (it has a key on it) next to the file name instead of the Word ("W") icon you are probably used to seeing. If that isn't the problem, please can you tell us a. which version of Word you are using b. what you are actually trying to do c. what has changed since it used to work. Peter Jamieson "napalegal" wrote in message ... I'm preparing legal documents where I need to use the data form for 3 sets of docs, but after the first one the data form disappears and I'm having to start over for each set of forms. I used to be able to save the data form to my client file and edit and use it over again. |
#3
Posted to microsoft.public.word.mailmerge.fields
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How do I save the data form for merge documents?
Yes, I used to have Word 2000, now I have 2003. I never see an option to
save the data form (I used to see View Source, Save As, and save it in my client file as a Word doc.) I also do not get a choice to Use an Existing List, only a Different List. Thank you for your help. "Peter Jamieson" wrote: It isn't completely obvious what has happened, but my guess is that a. you used to use Word 2000 or Word 97 b. your data documents were in Word format (in a table in a Word document) c. you have moved to Word 2002 or 2003 d. when you create a new mail merge main document and try to connect to the data source, you can't find/recognise the data source you created before. When you entered your data for your first mail merge document, do you remember saving it? In Word 2002/2003 it is saved in Microsoft Access ".mdb" format: to save it in any other format, you have to work a bit harder. You don't have to have Access to use these .mdb files. Once you have saved your data source, you can re-use it by checking the "Use an existing list" option in step 3 of the Mail Merge Wizard, then finding the .mdb you saved. If file extensions such s ".mdb" qaren't displayed on your system, look for an "Access" icon (it has a key on it) next to the file name instead of the Word ("W") icon you are probably used to seeing. If that isn't the problem, please can you tell us a. which version of Word you are using b. what you are actually trying to do c. what has changed since it used to work. Peter Jamieson "napalegal" wrote in message ... I'm preparing legal documents where I need to use the data form for 3 sets of docs, but after the first one the data form disappears and I'm having to start over for each set of forms. I used to be able to save the data form to my client file and edit and use it over again. |
#4
Posted to microsoft.public.word.mailmerge.fields
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How do I save the data form for merge documents?
One way you can go is to revive the old "Mail Merge Helper" - see the bottom
of Graham Mayor's age at http://www.gmayor.com/mail_merge_lab...th_word_xp.htm I also do not get a choice to Use an Existing List, only a Different List. Are you seeing Step 3 of 6 in the Word Mail Merge Wizard task pane, with choices "Use an existing list", "Select from Contacts," or "Type a New List"? Or maybe you have Works Suite, where everything works a bit differently? Peter Jamieson "napalegal" wrote in message ... Yes, I used to have Word 2000, now I have 2003. I never see an option to save the data form (I used to see View Source, Save As, and save it in my client file as a Word doc.) I also do not get a choice to Use an Existing List, only a Different List. Thank you for your help. "Peter Jamieson" wrote: It isn't completely obvious what has happened, but my guess is that a. you used to use Word 2000 or Word 97 b. your data documents were in Word format (in a table in a Word document) c. you have moved to Word 2002 or 2003 d. when you create a new mail merge main document and try to connect to the data source, you can't find/recognise the data source you created before. When you entered your data for your first mail merge document, do you remember saving it? In Word 2002/2003 it is saved in Microsoft Access ".mdb" format: to save it in any other format, you have to work a bit harder. You don't have to have Access to use these .mdb files. Once you have saved your data source, you can re-use it by checking the "Use an existing list" option in step 3 of the Mail Merge Wizard, then finding the .mdb you saved. If file extensions such s ".mdb" qaren't displayed on your system, look for an "Access" icon (it has a key on it) next to the file name instead of the Word ("W") icon you are probably used to seeing. If that isn't the problem, please can you tell us a. which version of Word you are using b. what you are actually trying to do c. what has changed since it used to work. Peter Jamieson "napalegal" wrote in message ... I'm preparing legal documents where I need to use the data form for 3 sets of docs, but after the first one the data form disappears and I'm having to start over for each set of forms. I used to be able to save the data form to my client file and edit and use it over again. |
#5
Posted to microsoft.public.word.mailmerge.fields
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How do I save the data form for merge documents?
Thanks, I did revive the old Mail Merge Helper. The new mail merge system
just doesn't work the same for legal documents. "Peter Jamieson" wrote: One way you can go is to revive the old "Mail Merge Helper" - see the bottom of Graham Mayor's age at http://www.gmayor.com/mail_merge_lab...th_word_xp.htm I also do not get a choice to Use an Existing List, only a Different List. Are you seeing Step 3 of 6 in the Word Mail Merge Wizard task pane, with choices "Use an existing list", "Select from Contacts," or "Type a New List"? Or maybe you have Works Suite, where everything works a bit differently? Peter Jamieson "napalegal" wrote in message ... Yes, I used to have Word 2000, now I have 2003. I never see an option to save the data form (I used to see View Source, Save As, and save it in my client file as a Word doc.) I also do not get a choice to Use an Existing List, only a Different List. Thank you for your help. "Peter Jamieson" wrote: It isn't completely obvious what has happened, but my guess is that a. you used to use Word 2000 or Word 97 b. your data documents were in Word format (in a table in a Word document) c. you have moved to Word 2002 or 2003 d. when you create a new mail merge main document and try to connect to the data source, you can't find/recognise the data source you created before. When you entered your data for your first mail merge document, do you remember saving it? In Word 2002/2003 it is saved in Microsoft Access ".mdb" format: to save it in any other format, you have to work a bit harder. You don't have to have Access to use these .mdb files. Once you have saved your data source, you can re-use it by checking the "Use an existing list" option in step 3 of the Mail Merge Wizard, then finding the .mdb you saved. If file extensions such s ".mdb" qaren't displayed on your system, look for an "Access" icon (it has a key on it) next to the file name instead of the Word ("W") icon you are probably used to seeing. If that isn't the problem, please can you tell us a. which version of Word you are using b. what you are actually trying to do c. what has changed since it used to work. Peter Jamieson "napalegal" wrote in message ... I'm preparing legal documents where I need to use the data form for 3 sets of docs, but after the first one the data form disappears and I'm having to start over for each set of forms. I used to be able to save the data form to my client file and edit and use it over again. |
#6
Posted to microsoft.public.word.mailmerge.fields
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How do I save the data form for merge documents?
It would help us pinpoint the problem that you are having if you could
answer Peter's question and explain a bit more on what you mean by "legal documents" -- 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 "napalegal" wrote in message ... Thanks, I did revive the old Mail Merge Helper. The new mail merge system just doesn't work the same for legal documents. "Peter Jamieson" wrote: One way you can go is to revive the old "Mail Merge Helper" - see the bottom of Graham Mayor's age at http://www.gmayor.com/mail_merge_lab...th_word_xp.htm I also do not get a choice to Use an Existing List, only a Different List. Are you seeing Step 3 of 6 in the Word Mail Merge Wizard task pane, with choices "Use an existing list", "Select from Contacts," or "Type a New List"? Or maybe you have Works Suite, where everything works a bit differently? Peter Jamieson "napalegal" wrote in message ... Yes, I used to have Word 2000, now I have 2003. I never see an option to save the data form (I used to see View Source, Save As, and save it in my client file as a Word doc.) I also do not get a choice to Use an Existing List, only a Different List. Thank you for your help. "Peter Jamieson" wrote: It isn't completely obvious what has happened, but my guess is that a. you used to use Word 2000 or Word 97 b. your data documents were in Word format (in a table in a Word document) c. you have moved to Word 2002 or 2003 d. when you create a new mail merge main document and try to connect to the data source, you can't find/recognise the data source you created before. When you entered your data for your first mail merge document, do you remember saving it? In Word 2002/2003 it is saved in Microsoft Access ".mdb" format: to save it in any other format, you have to work a bit harder. You don't have to have Access to use these .mdb files. Once you have saved your data source, you can re-use it by checking the "Use an existing list" option in step 3 of the Mail Merge Wizard, then finding the .mdb you saved. If file extensions such s ".mdb" qaren't displayed on your system, look for an "Access" icon (it has a key on it) next to the file name instead of the Word ("W") icon you are probably used to seeing. If that isn't the problem, please can you tell us a. which version of Word you are using b. what you are actually trying to do c. what has changed since it used to work. Peter Jamieson "napalegal" wrote in message ... I'm preparing legal documents where I need to use the data form for 3 sets of docs, but after the first one the data form disappears and I'm having to start over for each set of forms. I used to be able to save the data form to my client file and edit and use it over again. |
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