MAIL MERGE DOCUMENT ON SHAREPOINT

I have a word document name list saved on my desktop that I use as a database when doing a mail merge. The letters I use as templates however are all stored on a SharePoint 2013 document library. When I tried to do a mail merge using one of these letters
(editing in word) the option for inserting merge field was greyed out. Is there a work around for this? Is there any way that you can create a mail merge from a document stored on SharePoint at all? 
Thanks, 

http://answers.microsoft.com/en-us/office/forum/office_2007-word/word-mail-merge-to-excel-both-files-on-sharepoint/8fe7b8b6-3355-41a9-a92c-7a93b6e8f388
It is certainly true that an Excel data source would have to be on the local file system (i.e. on the user's workstation) or accessible via Windows networking. It can't be located at a URL such as ftp:// or http://, and know of no way to specify the location
of an Excel file in a Sharepoint system other than that. 
As for the Mail Merge Main document, I would guess it was enough to open that from Sharepoint in the usual way, but until I get my Sharepoint sites back online I can't verify that for you. 
> Doesn't that defeat the purpose of having the documents on a SharePoint site if everyone ends up putting both documents on the local pc?
Yes, as far as mailmerge is concerned, if you have to use Excel data sources. 
I don't know exactly what Microsoft's perception of Word's MailMerge features is, but I would say that they have mostly been in "maintenance mode" for many years, i.e. hardly any features have been added, very few of the common problems are
ever fixed or even documented, and so on. So broadly speaking you either have to live with the facilities that you can get to work, or find other approaches - I would guess the Microsoft expectation is that a corporate would probably have centralised its
mass mailing operations (so, e.g. you probably have all your data in a server database such as SQL Server, not in Excel sheets), and would have the resources to pursue other approaches to mass mailings (such as using a report generator, or using Word +
.NET programming + content controls).
Although it would typically have its advantages, even shifting data to a server such as SQL Server is not a panacea because you then have to ensure that you, or the end users, can select the correct data for each merge.
But even if you /could/ use an Excel data source directly from Sharepoint, I suspect there might be some coordination/workflow issues to solve in a multi-user environment. 
You might also be able to use Sharepoint lists as data sources, but because Word does not really know how to connect to them as data sources, you would probably have to have an Access licence for each user, and connect indirectly, and the multi-user/workflow
implications of that approach are unknown to me.
If this helped you resolve your issue, please mark it Answered

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