Word 2010 Mail Merge fails when shared source document is open by another user.

Posted on 2012-08-22
Last Modified: 2012-09-10
Hi, EE! Here's the situation.

I have a user that was recently upgraded from XP/Office 2007 to W7/Office2010. Before the upgrade she was able to successfully mail merge her word template with an excel file containing the addresses, etc. This excel spreadsheet is accessible to everyone and in fact, could be in use by another user WHILE she was doing the merge. She swears that this worked properly before the upgrade. Since the upgrade, the merge fails while trying to open the Spreadsheet, basically saying that someone else has it locked for editing. The security permissions on the file have one person with full R/W access and the rest of the domain users having R/O access. While I was looking into this, the person with R/W access had the file open and having that user close the file allowed my user to do her merge. To me, it seems logical but once again, the user swears that she never had a problem before.

Does anyone know if there is a setting or something somewhere that would allow Word to open the Excel document even though it's been opened by someone else?

Thanks for any help you can provide.
Question by:Yardstick
    1 Comment
    LVL 70

    Accepted Solution

    There is no work around. AFAIK this behaviour is common to all versions of Office.

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