Mail merge

When merging can the date in the merged document be saved at the time of the
merge whilst still updating the date of the original document. For example
when preparing a customer quotation and saving the merged document it
preserves the saved date but updates the original document ready for the next
merge. I have tried Createdate and savedate but neither seem to work.

Use a createdate field in the mail merge main document and save it as a
template (.dot) file. Then when you create a new (mail merge main document
from that template) that field will display the current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the time of
the
merge whilst still updating the date of the original document. For example
when preparing a customer quotation and saving the merged document it
preserves the saved date but updates the original document ready for the
next
merge. I have tried Createdate and savedate but neither seem to work.

Thank you for your advice Doug I have tried the Createdate as you suggested
but unless I am missing something it does not work. I used createdate
yesterday and saved it as a template as you suggested. I then opened up the
the template merged it with an outlook address and saved the merged document
under a new name. And yes you are correct it does save the merged document
with the date saved but next day I opened the template for my next merge and
the current date is not updated it shows yesterdays date. (the same as the
document I saved yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save it as a
template (.dot) file. Then when you create a new (mail merge main document
from that template) that field will display the current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the time of
the
merge whilst still updating the date of the original document. For example
when preparing a customer quotation and saving the merged document it
preserves the saved date but updates the original document ready for the
next
merge. I have tried Createdate and savedate but neither seem to work.

You don't 'open the template' and merge from it, you create a new document
from the template and merge that. The new document will have the current
date. The template will always show the date it was created. A createdate
field when merged will put the date in the merged document as plain text
whereas a date field will pass the date field to the merged document.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




JohnD wrote:
Thank you for your advice Doug I have tried the Createdate as you
suggested but unless I am missing something it does not work. I used
createdate yesterday and saved it as a template as you suggested. I
then opened up the the template merged it with an outlook address and
saved the merged document under a new name. And yes you are correct
it does save the merged document with the date saved but next day I
opened the template for my next merge and the current date is not
updated it shows yesterdays date. (the same as the document I saved
yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save it
as a template (.dot) file. Then when you create a new (mail merge
main document from that template) that field will display the
current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the
time of the
merge whilst still updating the date of the original document. For
example when preparing a customer quotation and saving the merged
document it preserves the saved date but updates the original
document ready for the next
merge. I have tried Createdate and savedate but neither seem to
work.

Dear Graham

Thank for your promp reply. If I am to understand you correctly what I need
to do is open the template, make a copy of it under a new name, delete the
original template and use the newly copied template to perform my future
merges. If I am misunderstanding your instructions please enlighten me with
step by step instructions. Forgive me if I sound silly but I am new to Word
and have always used WordPerfect in the past and found it a much simpler
package to use untill I upgraded to Vista and found it to be too unstable.

JohnD

"Graham Mayor" wrote:

You don't 'open the template' and merge from it, you create a new document
from the template and merge that. The new document will have the current
date. The template will always show the date it was created. A createdate
field when merged will put the date in the merged document as plain text
whereas a date field will pass the date field to the merged document.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




JohnD wrote:
Thank you for your advice Doug I have tried the Createdate as you
suggested but unless I am missing something it does not work. I used
createdate yesterday and saved it as a template as you suggested. I
then opened up the the template merged it with an outlook address and
saved the merged document under a new name. And yes you are correct
it does save the merged document with the date saved but next day I
opened the template for my next merge and the current date is not
updated it shows yesterdays date. (the same as the document I saved
yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save it
as a template (.dot) file. Then when you create a new (mail merge
main document from that template) that field will display the
current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the
time of the
merge whilst still updating the date of the original document. For
example when preparing a customer quotation and saving the merged
document it preserves the saved date but updates the original
document ready for the next
merge. I have tried Createdate and savedate but neither seem to
work.

NO! From the File menu, select New and then navigate select the template as
the basis for the document that you want to create.

You will need to have saved the template into your User Templates folder,
the location of which you can determine by selecting Options from the Tools
menu and then go to the File Locations tab.

--
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

"JohnD" wrote in message
...
Dear Graham

Thank for your promp reply. If I am to understand you correctly what I
need
to do is open the template, make a copy of it under a new name, delete the
original template and use the newly copied template to perform my future
merges. If I am misunderstanding your instructions please enlighten me
with
step by step instructions. Forgive me if I sound silly but I am new to
Word
and have always used WordPerfect in the past and found it a much simpler
package to use untill I upgraded to Vista and found it to be too unstable.

JohnD

"Graham Mayor" wrote:

You don't 'open the template' and merge from it, you create a new
document
from the template and merge that. The new document will have the current
date. The template will always show the date it was created. A createdate
field when merged will put the date in the merged document as plain text
whereas a date field will pass the date field to the merged document.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




JohnD wrote:
Thank you for your advice Doug I have tried the Createdate as you
suggested but unless I am missing something it does not work. I used
createdate yesterday and saved it as a template as you suggested. I
then opened up the the template merged it with an outlook address and
saved the merged document under a new name. And yes you are correct
it does save the merged document with the date saved but next day I
opened the template for my next merge and the current date is not
updated it shows yesterdays date. (the same as the document I saved
yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save it
as a template (.dot) file. Then when you create a new (mail merge
main document from that template) that field will display the
current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the
time of the
merge whilst still updating the date of the original document. For
example when preparing a customer quotation and saving the merged
document it preserves the saved date but updates the original
document ready for the next
merge. I have tried Createdate and savedate but neither seem to
work.

Hi Doug

Thanks for your reply.

No not really it does not help.

I am using Word 2007. I have done all this but even when I select the
template I have saved it will not update the file date when I next open it.
It saves the template with the date I created it not the current date.

"Doug Robbins - Word MVP" wrote:

NO! From the File menu, select New and then navigate select the template as
the basis for the document that you want to create.

You will need to have saved the template into your User Templates folder,
the location of which you can determine by selecting Options from the Tools
menu and then go to the File Locations tab.

--
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

"JohnD" wrote in message
...
Dear Graham

Thank for your promp reply. If I am to understand you correctly what I
need
to do is open the template, make a copy of it under a new name, delete the
original template and use the newly copied template to perform my future
merges. If I am misunderstanding your instructions please enlighten me
with
step by step instructions. Forgive me if I sound silly but I am new to
Word
and have always used WordPerfect in the past and found it a much simpler
package to use untill I upgraded to Vista and found it to be too unstable.

JohnD

"Graham Mayor" wrote:

You don't 'open the template' and merge from it, you create a new
document
from the template and merge that. The new document will have the current
date. The template will always show the date it was created. A createdate
field when merged will put the date in the merged document as plain text
whereas a date field will pass the date field to the merged document.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




JohnD wrote:
Thank you for your advice Doug I have tried the Createdate as you
suggested but unless I am missing something it does not work. I used
createdate yesterday and saved it as a template as you suggested. I
then opened up the the template merged it with an outlook address and
saved the merged document under a new name. And yes you are correct
it does save the merged document with the date saved but next day I
opened the template for my next merge and the current date is not
updated it shows yesterdays date. (the same as the document I saved
yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save it
as a template (.dot) file. Then when you create a new (mail merge
main document from that template) that field will display the
current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the
time of the
merge whilst still updating the date of the original document. For
example when preparing a customer quotation and saving the merged
document it preserves the saved date but updates the original
document ready for the next
merge. I have tried Createdate and savedate but neither seem to
work.

The createdate field in the template will *ALWAYS* show the date the
template was created. It seems you are still not using the template
correctly. You don't *OPEN* the template, but create a *NEW* document from
it (OFFICE BUTTON NEW!). The new document will display the current date.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



JohnD wrote:
Hi Doug

Thanks for your reply.

No not really it does not help.

I am using Word 2007. I have done all this but even when I select the
template I have saved it will not update the file date when I next
open it. It saves the template with the date I created it not the
current date.

"Doug Robbins - Word MVP" wrote:

NO! From the File menu, select New and then navigate select the
template as the basis for the document that you want to create.

You will need to have saved the template into your User Templates
folder, the location of which you can determine by selecting Options
from the Tools menu and then go to the File Locations tab.

--
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

"JohnD" wrote in message
...
Dear Graham

Thank for your promp reply. If I am to understand you correctly
what I need
to do is open the template, make a copy of it under a new name,
delete the original template and use the newly copied template to
perform my future merges. If I am misunderstanding your
instructions please enlighten me with
step by step instructions. Forgive me if I sound silly but I am new
to Word
and have always used WordPerfect in the past and found it a much
simpler package to use untill I upgraded to Vista and found it to
be too unstable.

JohnD

"Graham Mayor" wrote:

You don't 'open the template' and merge from it, you create a new
document
from the template and merge that. The new document will have the
current date. The template will always show the date it was
created. A createdate field when merged will put the date in the
merged document as plain text whereas a date field will pass the
date field to the merged document.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




JohnD wrote:
Thank you for your advice Doug I have tried the Createdate as you
suggested but unless I am missing something it does not work. I
used createdate yesterday and saved it as a template as you
suggested. I then opened up the the template merged it with an
outlook address and saved the merged document under a new name.
And yes you are correct it does save the merged document with the
date saved but next day I opened the template for my next merge
and the current date is not updated it shows yesterdays date.
(the same as the document I saved yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save
it as a template (.dot) file. Then when you create a new (mail
merge main document from that template) that field will display
the current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the
time of the
merge whilst still updating the date of the original document.
For example when preparing a customer quotation and saving the
merged document it preserves the saved date but updates the
original document ready for the next
merge. I have tried Createdate and savedate but neither seem to
work.

Would I always have to follow this sequence or is it only the first time I
create a new document from the template. If it is always I feel it is a very
poor way of having to cary out this. In WordPerfect when you open the
template all this is carried out automatically once the document has been
created.

"Graham Mayor" wrote:

The createdate field in the template will *ALWAYS* show the date the
template was created. It seems you are still not using the template
correctly. You don't *OPEN* the template, but create a *NEW* document from
it (OFFICE BUTTON NEW!). The new document will display the current date.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



JohnD wrote:
Hi Doug

Thanks for your reply.

No not really it does not help.

I am using Word 2007. I have done all this but even when I select the
template I have saved it will not update the file date when I next
open it. It saves the template with the date I created it not the
current date.

"Doug Robbins - Word MVP" wrote:

NO! From the File menu, select New and then navigate select the
template as the basis for the document that you want to create.

You will need to have saved the template into your User Templates
folder, the location of which you can determine by selecting Options
from the Tools menu and then go to the File Locations tab.

--
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

"JohnD" wrote in message
...
Dear Graham

Thank for your promp reply. If I am to understand you correctly
what I need
to do is open the template, make a copy of it under a new name,
delete the original template and use the newly copied template to
perform my future merges. If I am misunderstanding your
instructions please enlighten me with
step by step instructions. Forgive me if I sound silly but I am new
to Word
and have always used WordPerfect in the past and found it a much
simpler package to use untill I upgraded to Vista and found it to
be too unstable.

JohnD

"Graham Mayor" wrote:

You don't 'open the template' and merge from it, you create a new
document
from the template and merge that. The new document will have the
current date. The template will always show the date it was
created. A createdate field when merged will put the date in the
merged document as plain text whereas a date field will pass the
date field to the merged document.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




JohnD wrote:
Thank you for your advice Doug I have tried the Createdate as you
suggested but unless I am missing something it does not work. I
used createdate yesterday and saved it as a template as you
suggested. I then opened up the the template merged it with an
outlook address and saved the merged document under a new name.
And yes you are correct it does save the merged document with the
date saved but next day I opened the template for my next merge
and the current date is not updated it shows yesterdays date.
(the same as the document I saved yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save
it as a template (.dot) file. Then when you create a new (mail
merge main document from that template) that field will display
the current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the
time of the
merge whilst still updating the date of the original document.
For example when preparing a customer quotation and saving the
merged document it preserves the saved date but updates the
original document ready for the next
merge. I have tried Createdate and savedate but neither seem to
work.

What is the difference between using FileNew and FileOpen, or in 2007,
Office buttonNew and Office buttonOpen

In Word, when you create a new document from the template all this is
carried out automatically once the document has been created as well.

--
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

"JohnD" wrote in message
...
Would I always have to follow this sequence or is it only the first time I
create a new document from the template. If it is always I feel it is a
very
poor way of having to cary out this. In WordPerfect when you open the
template all this is carried out automatically once the document has been
created.

"Graham Mayor" wrote:

The createdate field in the template will *ALWAYS* show the date the
template was created. It seems you are still not using the template
correctly. You don't *OPEN* the template, but create a *NEW* document
from
it (OFFICE BUTTON NEW!). The new document will display the current
date.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



JohnD wrote:
Hi Doug

Thanks for your reply.

No not really it does not help.

I am using Word 2007. I have done all this but even when I select the
template I have saved it will not update the file date when I next
open it. It saves the template with the date I created it not the
current date.

"Doug Robbins - Word MVP" wrote:

NO! From the File menu, select New and then navigate select the
template as the basis for the document that you want to create.

You will need to have saved the template into your User Templates
folder, the location of which you can determine by selecting Options
from the Tools menu and then go to the File Locations tab.

--
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

"JohnD" wrote in message
...
Dear Graham

Thank for your promp reply. If I am to understand you correctly
what I need
to do is open the template, make a copy of it under a new name,
delete the original template and use the newly copied template to
perform my future merges. If I am misunderstanding your
instructions please enlighten me with
step by step instructions. Forgive me if I sound silly but I am new
to Word
and have always used WordPerfect in the past and found it a much
simpler package to use untill I upgraded to Vista and found it to
be too unstable.

JohnD

"Graham Mayor" wrote:

You don't 'open the template' and merge from it, you create a new
document
from the template and merge that. The new document will have the
current date. The template will always show the date it was
created. A createdate field when merged will put the date in the
merged document as plain text whereas a date field will pass the
date field to the merged document.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org




JohnD wrote:
Thank you for your advice Doug I have tried the Createdate as you
suggested but unless I am missing something it does not work. I
used createdate yesterday and saved it as a template as you
suggested. I then opened up the the template merged it with an
outlook address and saved the merged document under a new name.
And yes you are correct it does save the merged document with the
date saved but next day I opened the template for my next merge
and the current date is not updated it shows yesterdays date.
(the same as the document I saved yesterday)

JohnD

"Doug Robbins - Word MVP" wrote:

Use a createdate field in the mail merge main document and save
it as a template (.dot) file. Then when you create a new (mail
merge main document from that template) that field will display
the current date.

--
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

"JohnD" wrote in message
...
When merging can the date in the merged document be saved at the
time of the
merge whilst still updating the date of the original document.
For example when preparing a customer quotation and saving the
merged document it preserves the saved date but updates the
original document ready for the next
merge. I have tried Createdate and savedate but neither seem to
work.