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bsharp bsharp is offline
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Default 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
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Doug Robbins - Word MVP Doug Robbins - Word MVP is offline
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Default 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



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bsharp bsharp is offline
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Posts: 17
Default 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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