Mail Merge and Data Source Documents become Unattached

Don creates quite a few mail merge documents in Word. The data source is invariably a Word document with the merge data in a table. Don can set up the mail merge document and the data source document very nicely, and everything works fine until he e-mails both documents to his clients. If the client opens the mail merge document, the data source document is no longer "attached," and the client has to go through the process of again letting Word know what to use as a data source. It doesn't matter how many times the client opens the main document; he must hunt for and "re-attach" the data source's file every single time. When Don opens the same mail merge document on my system, the data source is still associated, just as it should be.

This problem is probably related to the location of the data source document relative to the mail merge document. Word apparently saves, in the merge document, the full path name to the data source document. This means that when you send the two documents to a client, the mail merge document won't be able to find the data source document unless it is in the same path structure that it was on your original system.

One place this becomes obvious is if, for instance, you store the data source document and the mail merge document in the My Documents folder on your system. When the files are sent to the client, if they are then stored in the client's My Documents folder, then there will be a problem. Why? Because the path to the client's My Documents folder is different than the path to the My Documents folder on the original machine.

This can become a huge headache when you are storing the documents on a shared network drive. For instance, if you set up the mail merge using those documents, and then someone else opens the documents, then the next time you open them, they may be unattached. This is because the path to a file on a shared drive can differ based on the system being used to access the file. For one person, the file may be at F:\GroupDocs\Amanda\Mailing\ and for another person it may be at H:\Mailing\. The path depends on how the system access the shared drive, what permissions the system has, and if any drive mapping is in play.

To get around the problem, look for a "least common denominator" approach. For instance, try storing both the mail merge document and the data source document in either the root directory of the C: drive or in a folder within the C: drive. The client can then store the two files in the exact same location, and the connection between the two should remain intact when the mail merge document is opened.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (10310) applies to Microsoft Word 2007, 2010, 2013, 2016, 2019, 2021, and Word in Microsoft 365. You can find a version of this tip for the older menu interface of Word here: Mail Merge and Data Source Documents become Unattached.