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#1
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How to create a template letter
I am using Word and Outlook 2007.
How do I create a template letter that I can re-use the next time I do a mail merge? (Not necessarily a Word template. By "template" I mean a letter I can re-use for different contacts.) I have created a letter with merge fields and some text. I have saved it as a regular Word document. Then when I run a mail merge and try to use that document with a new contact from Outlook, it pulls up the name of the contact when I created the letter the first time. Must a mail merge document always have a data source? Isn't there a way to just create a template letter without data, and then apply it to whatever contacts I wish? Brian |
#2
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How to create a template letter
When you say you saved it as a "regular Word document" did you specifically
change the Mail Merge Main Document Type of document form "Letters" to Normal Word document" My guess is that if the data source remained attached, you did not do that. For, if you had, while the Merge Fields would be retained in the document, the data source is removed from it. In Word 2007,you change the Mail Merge Main Document Type by clicking on the Start Mail Merge button in the Start Mail Merge section of the Mailings tab of the Ribbon. -- 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 "bsharp" wrote in message ... I am using Word and Outlook 2007. How do I create a template letter that I can re-use the next time I do a mail merge? (Not necessarily a Word template. By "template" I mean a letter I can re-use for different contacts.) I have created a letter with merge fields and some text. I have saved it as a regular Word document. Then when I run a mail merge and try to use that document with a new contact from Outlook, it pulls up the name of the contact when I created the letter the first time. Must a mail merge document always have a data source? Isn't there a way to just create a template letter without data, and then apply it to whatever contacts I wish? Brian |
#3
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How to create a template letter
Bingo!
Thanks. I knew it would be something simple. Appreciate the speed of response, that was driving me insane! Brian "Doug Robbins - Word MVP" wrote: When you say you saved it as a "regular Word document" did you specifically change the Mail Merge Main Document Type of document form "Letters" to Normal Word document" My guess is that if the data source remained attached, you did not do that. For, if you had, while the Merge Fields would be retained in the document, the data source is removed from it. In Word 2007,you change the Mail Merge Main Document Type by clicking on the Start Mail Merge button in the Start Mail Merge section of the Mailings tab of the Ribbon. -- 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 "bsharp" wrote in message ... I am using Word and Outlook 2007. How do I create a template letter that I can re-use the next time I do a mail merge? (Not necessarily a Word template. By "template" I mean a letter I can re-use for different contacts.) I have created a letter with merge fields and some text. I have saved it as a regular Word document. Then when I run a mail merge and try to use that document with a new contact from Outlook, it pulls up the name of the contact when I created the letter the first time. Must a mail merge document always have a data source? Isn't there a way to just create a template letter without data, and then apply it to whatever contacts I wish? Brian |
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