Update mail merge source in Word 2007

Posted on 2011-09-26
Medium Priority
Last Modified: 2012-05-12
I recently moved from Windows XP to Win7, and simultaneously from Office XP to Office 2007. Because I've changed the Windows version, all my files are now in a different location, which breaks all of my mail merge documents (since the source location is a fully-qualified path, rather than relative).

When I open a mail merge document (.doc, FWIW), I get the error message that the source document (an Excel .xls spreadsheet) can't be found ("not a valid path," since the prior folder location no longer exists). I can specify the new location, and the merge works correctly. But it isn't saved; indeed, I get an error message asking for the source even while I'm saving the merge document, and then when I reopen, it starts all over again.

I don't want to remove the source from the mail merge document, because then I'll lose all the merge formatting, some of which is rather complex (If/Then, etc.). How can I get the updated source location to be saved permanently?
Question by:ElrondCT
LVL 77

Accepted Solution

GrahamSkan earned 2000 total points
ID: 36708244
It isn't clear whether you save the main document after you have navigated to the current datasource. If not then do so.

You should be able to remove the source, e.g. by selecting 'Normal Word Document' in the 'Start Mail Merge' dropdown. The fields on your document won't disappear. You can then set it to 'Letters' and find the new datasource via 'Select Recipients', 'Use Existing List...'

Make a backup save if you are worried about losing the settings.
LVL 20

Author Comment

ID: 36709771
Yes, of course I'm saving the main document after resetting the source. As I said in my second paragraph, "I get an error message asking for the source even while I'm saving the merge document."

But your method of removing and restoring the source worked correctly, and all the fields and settings seem to be normal. Thanks!

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