Mail merge default file location

  • Thread starter Thread starter Johnnyboy5
  • Start date Start date
J

Johnnyboy5

Can anyone help me out here ?

I have set up a folder on a pen drive which has

1 x spread sheet which contains “mail merge” data which is used to
populate

4 different WORD documents (templates)

My example of the files locations is :-

F:\ Care planning templates (and includes the spread sheet for the
mail merge data)

Everything is working great and all the fields fill in as they should
etc after I have found the data source !

The issues are :-

when the template is opened as a new document it asks for the location
of the data source and defaults to

Look in - “My data source” on the PC

or if the document just opens ? – with no request to merge the data
and I go to open the
“Open Data Source” it also defaults to

Look in - “My data source” on the PC

My need is that I would like it to “default” to find the spread sheet
location on my pen drive –

F:\0.1 Care planning templates

Please also consider that I need it all on the pen drive as I have to
“hot desk” all over the place !.

Thanks


Johnnyboy
 
AFAIK, there is no way to change the default data source location. If the
mail merge main document is firmly linked to a data source that is present
at the expected location, then you don't have to look, but if you have to
look, then you're going to start in that folder, period.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
http://word.mvps.org

Can anyone help me out here ?

I have set up a folder on a pen drive which has

1 x spread sheet which contains “mail merge” data which is used to
populate

4 different WORD documents (templates)

My example of the files locations is :-

F:\ Care planning templates (and includes the spread sheet for the
mail merge data)

Everything is working great and all the fields fill in as they should
etc after I have found the data source !

The issues are :-

when the template is opened as a new document it asks for the location
of the data source and defaults to

Look in - “My data source” on the PC

or if the document just opens ? – with no request to merge the data
and I go to open the
“Open Data Source” it also defaults to

Look in - “My data source” on the PC

My need is that I would like it to “default” to find the spread sheet
location on my pen drive –

F:\0.1 Care planning templates

Please also consider that I need it all on the pen drive as I have to
“hot desk” all over the place !.

Thanks


Johnnyboy
 
AFAIK, there is no way to change the default data source location. If the
mail merge main document is firmly linked to a data source that is present
at the expected location, then you don't have to look, but if you have to
look, then you're going to start in that folder, period.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USAhttp://word.mvps.org


Can anyone help me out here ?

I have set up a folder on a pen drive which has

1 x spread sheet which contains mail merge data which is used to
populate

4 different WORD documents (templates)

My example of the files locations is :-

F:\  Care planning templates (and includes the spread sheet for the
mail merge data)

Everything is working great and all the fields fill in as they should
etc after I have found the data source !

The issues are :-

when the template is opened as a new document it asks for the location
of the data source and defaults to

Look in -   My data source  on the PC

or if the document just opens ? with no request to merge the data
and I go to open the
Open Data Source it also defaults to

Look in -   My data source  on the PC

My need is that I would like it to default to find the spread sheet
location on my pen drive

F:\0.1 Care planning templates

Please also consider that I need it all on the pen drive as I have to
hot desk all over the place !.

Thanks

Johnnyboy
Click to expand...

- so how do I make sure its "frimly" linked to that source in that
folder ?

many thanks

Johnnyboy
 
I don't know that you can when it's on a removable drive.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
http://word.mvps.org

AFAIK, there is no way to change the default data source location. If the
mail merge main document is firmly linked to a data source that is present
at the expected location, then you don't have to look, but if you have to
look, then you're going to start in that folder, period.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USAhttp://word.mvps.org


Can anyone help me out here ?

I have set up a folder on a pen drive which has

1 x spread sheet which contains mail merge data which is used to
populate

4 different WORD documents (templates)

My example of the files locations is :-

F:\ Care planning templates (and includes the spread sheet for the
mail merge data)

Everything is working great and all the fields fill in as they should
etc after I have found the data source !

The issues are :-

when the template is opened as a new document it asks for the location
of the data source and defaults to

Look in - My data source on the PC

or if the document just opens ? with no request to merge the data
and I go to open the
Open Data Source it also defaults to

Look in - My data source on the PC

My need is that I would like it to default to find the spread sheet
location on my pen drive

F:\0.1 Care planning templates

Please also consider that I need it all on the pen drive as I have to
hot desk all over the place !.

Thanks

Johnnyboy
Click to expand...

- so how do I make sure its "frimly" linked to that source in that
folder ?

many thanks

Johnnyboy
 
I don't know that you can when it's on a removable drive.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USAhttp://word.mvps.org





















- so how do I make sure its "frimly" linked to that source in that
folder ?

many thanks

Johnnyboy
Click to expand...

ok thanks anyway...will try some other ideas ?

john
 
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