Mail Merge Closes Unexpectedly

Troubleshoot Mail Merge closing unexpectedly by checking document formatting, removing duplicate ClientId columns, and updating or repairing Word and Office.
When working through the Mail Merge process, if you're experiencing an issue where the program closes before the process can be completed, there are a few reasons for this that can be corrected. The most common cause is if there are special formatting or images in the Microsoft Word file.
Document Formatting 
  • Recreate the Microsoft Word file with minimal formatting.
  • Ensure any images aren't anchored to the page. 
Client ID Merge Field
The CSV now includes a column for
ClientId
when using Mail Merge.
Adding a
ClientId
field to your Word document results in two columns in the CSV. There can only be one column for
ClientId
. The CSV should be edited to remove one of the duplicate columns.
The column header must be named
ClientId
. If any other variation is used, the
ClientId
won't be displayed in the Signatures Report.
Software Updates
  • Ensure MailMerge, Word, and Office are all up to date.
  • Consider running a repair on Office if updating doesn't correct the issue.