![]() Instruction on manual merge can be found here Try connecting the Datasource manually (using Mailings in MS Word) with the template to produce the merge. You will need to un-hide hidden folders in the job folder to check. Make sure that the Datasource is being produced correctly. Sometimes your machine permissions may prevent the datasource from being created. ![]() Merging requires the datasource ot be created. Make sure that IT has granted the necessary permissions for the user to create and update documents in the Document Management folders and sub-folders. User does not have write permissions to the job folders or the job This error may also indicate MS Word is busy, see this article: "Switch to" message (hanging) - merging datasource issue. Make sure the template files are not blocked.Įrror 91. Make sure the template file is not blocked Enter the Drive where the folders (and\or merge templates) are locatedĬheck Local Intranet also has the drive added:Ħ.Un-tick the 'Require server verification.Make sure both the job folders and the merge template folders are trusted locations. To modify Trusted Locations open Internet Options, click Start, click Control Panel, click Network and Internet Connections, and then click Internet Options. Symptom of the job folder not being trusted, is when you merge a document, the document appears to have lost its datasource, the recipients on the mailings tab of the document are disabled. Protected view (file->options->trust center->trust center settings->protected view) Macro Settings (file->options->trust center->trust center settings->macro settings) Removing Add-Ins will fix this issue also. And if it does resolve the issue you can re-instate the add-ins.Īdd-Ins may also result in a word pop up 'Do you want to save changes to the document template' or similar. You may need to check these are not required for use outside of the application. Add-ins may cause an error merging or opening automated documentsĬheck if there are any word or template Add-Ins ticked. They are also shipped with the application in the application directory Insolvency\Bin\DataĪnother aspect of this issue may be caused by windows security policies or profiles that cause the registry key to be removed/deleted. There’s a few sources for the registry files s ee: Knowledge base security check If SQLSecurit圜heck is missing then you need to run the associated Word20 ᴺᴺSecCheck.reg file ¹ Depends on version of Word that is being run. HKEY_CURRENT_USER→SOFTWARE→Microsoft→Office→14.0 ¹→Word→Options If you get SQL security check message, please refer to the following Microsoft KB on how to resolve this issue:Ī registry setting is required to exist for MS Word templates to be merged from a network location without a warning message appearing. In recent versions of Word, the above message has been replaced with the below Security Warning. When you try open the document or manually locate the datasource document (outside of the software), you will get the below Select * from message The merge fields being blank (not merged) is a sign that the main document has lost its link to the datasource document. ![]() When you open the template, do you receive any popups, bookmarks or protected warnings, such as prompting for your licensing information or enter your user name? This establishes if you have rights to access the path to the document and the document is not blocked or has some other Word or Windows configuration issue. This will confirm the MT folder/*.dotx is located in an accessible location and highlight any relevant immediate issues. To ensure the environment is set up correctly, the first thing to check is can you open the template using the software? From Manage Document Templates > Open the specific template in MS Word.
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