Troubleshooting the Merge Document Process

Error Message

Discussion

Solution

Could not retrieve document definition for DOC_CDE.

The software could not find the merge document defined in the system.

Check your document definition.

An invalid merge method value of MERGE_METHOD has been specified for the DOC_CDE merge document.

Occurs when an invalid value for merge method has been specified for the merge document.  

The possible values are Merge To View, Merge to Printer, Merge to File, and Merge Manually.

An error occurred while connecting to the application log.

Occurs when the software cannot connect to the object that registers messages in the application log. 

Contact your system administrator.

The Word document MERGE_DOCUMENT for the DOC_CDE merge document does not exist and cannot be opened for mail merge. To correct this issue, you must access the Merge Document Definition window and verify the file and folder locations of the merge document. If the merge document location and file name is specified correctly, then click the Create Doc button to create the merge document.

This could be because either

·       a word merge document was not created when the merge document was defined, or

·       the word merge document simply doesn???t exist at the location specified in the merge document setup, or

·       the user does not have access to the location of the word merge document. 

Contact your system administrator.

The Word document MERGE_DOCUMENT for the DOC_CDE merge document is locked and cannot be opened for mail merge. To correct this issue, you must: 

    1.  Open Windows Task Manager and ensure that you do not have any 'winword.exe' processes running on this machine.

    2.  Ensure that no other user has this document open. If this document is open, then please close the document in order to proceed.

Occurs if the word merge document is opened by a process already running on your machine or if another user has the word merge document open.  If you had a Daily Procedure or some word merge failure already, you might be the one that has the file locked.  Follow these steps before attempting to continue with the mail merge:

 

 

1.    Open Windows Task Manager and ensure that you do not have any 'winword.exe' processes running on this machine.

2.    Ensure that no other user has this document open.  If this document is open, then please close the document in order to proceed.

Error occurred which synchronizing query results with NEW_MERGE_ID_FILE.

Typically occurs during Daily Procedure process when the software encounters an ID Number that should get a letter or email but the query associated with the merge document definition is too restrictive and prevents the ID Number from getting the letter. 

Contact your system administrator.

Could not connect to the word processor.

Typically occurs if the user does not have Microsoft Word installed on the machine.

Install Microsoft Word.

Could not open the Merge Document MERGE_DOCUMENT in the word processor. Either the Word merge document does not exist or the Word document could not be opened. This could be because another user has the document opened or a user had the document opened previously and the document was not properly closed.

This could be because another user has the document opened or a user had the document opened previously and the document was not properly closed.

Make sure the document is closed.

An error occurred while trying to link the data source to the Word document for the DOC_CDE merge document.

Occurs when the merge process attempts to associate the data source file with the word merge document. Typically this happens if there is a lock on the word merge document preventing the software from updating the document. 

Contact your system administrator.

The Word document MERGE_DOCUMENT for the DOC_CDE merge document is not a merge document. This could be because a data source is no longer associated with the Word document. Access the merge document definition for this merge document and click the Fill Data File and the Create Doc buttons, in that order, to reconnect a data source to the Word document.

If a word merge document does not have a data source associated with it, it is not considered a mail merge document. 

Reconnect the data source to the word merge document.

1.    Access the Merge Document Definition window.

2.    Double-click on the DOC_CDE document.

3.    Click the Create Doc button.

An error occurred while merging the DOC_CDE merge document to VIEW.

Some fatal error occurred while trying to open the word document to show the results of the merge. Typically this happens if an error occurred during the merge, and the merge did not complete successfully. 

Contact your system administrator.

An error occurred while merging the DOC_CDE merge document to FILE.

Some fatal error occurred while trying to save merge results to a word document. Typically this happens if the user doesn???t have access to the Merge To folder as defined in the merge document definition. 

Contact your system administrator.

An error occurred while merging the DOC_CDE merge document to PRINTER.

Some fatal error occurred while trying to send the mail merge results directly to the printer. This is unlikely to happen. 

Contact your system administrator.

An error occurred while merging the DOC_CDE merge document manually.

Some fatal error occurred while trying to save merge results to a word document. Typically this would happen if the user doesn???t have access to the Merge To folder as defined in the merge document definition. 

Contact your system administrator.

A merge document has not been specified for the DOC_CDE merge document.

Occurs if a Merge Document has not been specified on the Merge Document Definition window. 

Use the Merge Document Definition window to  enter a word merge document name.

A folder location has not been specified for the DOC_CDE merge document.

Occurs if a Merge Document folder location has not been specified on the merge document definition. 

Use the Merge Document Definition window to  enter a folder location where the word merge document is stored.

An InfoMaker PBL location has not been specified for the DOC_CDE merge document.

Occurs if a query has not been specified on the merge document definition.  

Use the Merge Document Definition window to select an InfoMaker PBL.

A Datawindow Name has not been specified for the DOC_CDE merge document.

Occurs if a query has not been specified on the merge document definition. 

Use the Merge Document Definition window to select a query within the selected InfoMaker PBL.

A Default Merge Method has not been selected for the DOC_CDE merge document.

Occurs if a merge method has not been specified on the merge document definition.

Use the Merge Document Definition window to select a merge method.

A Merge To Folder/File has not been specified for the DOC_CDE merge document.

Occurs if a Merge To file and folder has not been specified on the merge document definition.  

Note: This will only be required if the merge method is Merge To File.

Use the Merge Document Definition window to specify a merge to file and folder which will hold the results of the word merge.

A PBL Name has not been specified for the DOC_CDE merge document.

Occurs if a query has not been specified on the merge document definition.  

Use the Merge Document Definition window to select an InfoMaker PBL.

The SQLSecurityCheck DWORD value does not exist in the registry for this user. This must be in place prior to executing a Microsoft Word mail merge. Please see http://support.microsoft.com/kb/825765 for information on why you need this setting and how to apply this setting to your registry.

There is a required registry entry that is missing for the user. This must be in place prior to executing a Microsoft Word mail merge.  

See http://support.microsoft.com/kb/825765 for information on why you need this setting and how to apply this setting to your registry.

Could not load the datawindow: DW_PATH (DW_NAME) for the DOC_CDE merge document.

A fatal error occurred while loading the query for this merge document.  

Contact your system administrator.

The Datawindow Name specified for the DOC_CDE merge document does not include the NEW_MERGE_ID_FILE in the query. You must include this table for a LETTER_TYPE type of merge document: DW_PATH (DW_NAME).

For NOTEPAD, INFOMAKER RPT, and EMAIL letter types, the NEW_MERGE_ID_FILE is required in the InfoMaker query associated with the merge document definition. 

Customize the query and add the NEW_MERGE_ID_FILE to the query and join with any ID_NUM column in the query which is the ID Number for the person that should receive the letter or email.

An error occurred while modifying the SQL of the DW_PATH(DW_NAME) datawindow for the DOC_CDE merge document.

A fatal error occurred when the software was modifying the query associate with this merge document.

Contact your system administrator.

The query defined for the datawindow DW_PATH(DW_NAME) associated with the DOC_CDE merge document returned 0 rows.

The query associated with this merge document failed to find any rows that met the criteria. This could be because the query is too restrictive (meaning there truly was no data that met the criteria) or if no ID Number in the system has the action associated with the merge document. If you are on the Merge Document definition window and are testing your merge and have entered an ID Number to test the merge, this error will occur if the ID Number you chose would not be found by the query.

Select an ID Number that would be found by the query.

An error occurred while executing the query defined for the datawindow DW_PATH(DW_NAME) associated with the DOC_CDE merge document. One possible cause for this problem could be SELECT permissions on the tables used in the query. Please review the tables in the query and ensure that the user has SELECT permission to those tables.

Typically this means that the user does not have access to a table used in the query associated with the merge document.

Contact your system administrator.

An error occurred while saving the data to the data source file DATA_FILE in the user's TEMP folder for the DOC_CDE merge document.

The mail merge process creates a data source file in the user???s TEMP folder before it connects it to the word merge document. If the user does not have access to save to their TEMP folder, this error will occur.

Contact your system administrator.

An error occurred while saving a copy of the data source file DATA_FILE for the DOC_CDE merge document.

Occurs when the user does not have access to the folder location for the ???Save a Copy of the Data Source File to??? setting for the merge document. This could also occur if the folder location no longer exists.

Contact your system administrator.

An error occurred while reading the datasource fields for the DOC_CDE merge document.

Occurs when the mail merge process attempts to read the fields in the data source file.

Contact your system administrator.

An error occurred while reading the merge fields for the DOC_CDE merge document.

Occurs when the mail merge process attempts to read the fields in the word merge document.

Contact your system administrator.

The Word document for the DOC_CDE merge document has the following merge field(s) that are not found in the query. Please customize the query and add these field(s) or remove these field(s) from the Word document.

If there is a mismatch between the fields in the word merge document and the fields in the data source file, then this error occurs. A list of fields missing will be displayed.

1.    Customize the query to make sure there are no duplicate field names or if there are word merge fields in the document that are no longer in your query.

2.    Save the query.

3.    Click the Create Doc button.
The newly updated data source file will be connected to the word merge document.

A database error occurred while updating the error text on the NEW_MERGE_ID_FILE record from the batch.

Occurs when the mail merge process attempts to register an error with a specific letter or email that was attempted to be merged. This error should only occur if the user does not have access to the NEW_MERGE_ID_FILE.

Contact your system administrator.

Data file does not contain a field named AlternateContact. This field must be present in order to perform the email merge process.

This error only occurs for the EMAIL letter type. EMAIL letter types require that at least one field in the query be named ???email_address???.

Customize the query associated with the merge document and add an ???alternatecontact??? field.

No Email From value has been specified for this merge document. You must either have a field name in the query called EMAIL_FROM or specify a value for Email From for the setup of this merge document.

This error only occurs for the EMAIL letter type.

This error occurs if you have not specified a default Email From value on the merge document definition or you do not have a field in the query named ???email_from???.

It is recommended that you at least have a default Email From value on the merge document definition. You can also customize the query to add a field named ???email_from???.

No Email Subject value has been specified for this merge document. You must either have a field name in the query called EMAIL_SUBJECT or specify a value for Email Subject for the setup of this merge document.

This error only occurs for the EMAIL letter type.

This error occurs if you have not specified a default Email Subject value on the merge document definition or you don???t have a field in the query named ???email_subject???.

It is recommended that you at least have a default Email Subject value on the merge document definition. You can also customize the query to add a field named ???email_subject???.

An error occurred while opening the merge document. This could be because the user generating this email does not have access to the merge document or the merge document does not exist.

This error only occurs for the EMAIL letter type. A fatal error occurred while trying to load the merge document associated with this email. This could be because the merge document doesn???t exist or if the user doesn???t have access to the merge document.

Contact your system administrator.

An error occurred while reading the merge document.

This error only occurs for the EMAIL letter type. A fatal error occurred while trying to read the merge document associated with this email.

Contact your system administrator.

An error occurred while attempting to open a preview window to view the generated letters for the DOC_CDE merge document.

This error only occurs for the INFOMAKER RPT letter type. A fatal error occurred which the merge process was trying to open a preview window to display the letters.

Contact your system administrator.

An error occurred while saving the merged data to a PSReport file for the DOC_CDE merge document.

This error only occurs for the INFOMAKER RPT letter type. A fatal error occurred in which the merge process was trying to save the merge results to a .PSR file. This could be because the Merge To folder specified on the merge document definition does not exist or you do not have access.

Contact your system administrator.

No rows retrieved while merging the DOC_CDE merge document to a PSReport file.

This error only occurs for the INFOMAKER RPT letter type. Basically the query for the merge document was either too restrictive or no ID Number in the Notepad had the action associated with the merge document.

If you are running a test merge from the Merge Document Definition window, then select an ID Number that will be returned by the query associated with the InfoMaker Report.

An error occurred while sending the merged data to printer for the DOC_CDE merge document.

This error only occurs for the INFOMAKER RPT letter type. A fatal error occurred while trying to send the merge results to the printer.

Contact your system administrator.

No rows retrieved while merging the DOC_CDE merge document to the printer.

This error only occurs for the INFOMAKER RPT letter type. Basically the query for the merge document was either too restrictive or no ID Number in the Notepad had the action associated with the merge document.

If you are running a test merge from the Merge Document Definition window, then select an ID Number that will be returned by the query associated with the InfoMaker Report.

Datawindow DW_NAME does not exist in DW_PATH.

This error only occurs for the INFOMAKER RPT letter type. This occurs if the query in the InfoMaker PBL no longer exists.

Access the merge document definition for this merge document and select a query from the InfoMaker PBL.

No rows were returned while executing the query defined for the datawindow DW_PATH (DW_NAME) associated with the DOC_CDE merge document. One possible reason for this is that an action was picked up for completion by Daily Procedure but when executing the query, no individuals met the additional criteria defined in the query. Please review the query and ensure that the WHERE clause for the query is not too restrictive.

This error only occurs for the INFOMAKER RPT letter type. Basically the query for the merge document was either too restrictive or no ID Number in the Notepad had the action associated with the merge document.

If you are running a test merge from the Merge Document Definition window, then select an ID Number that will be returned by the query associated with the InfoMaker Report.