First time using mailmerge, and I'm trying to get it setup between excel and word so that users can enter a new record into the spreadsheet (or copy down an old one) and then generate a standard word doc from that record. I've go the spreadsheet with existing records setup and have tied in the mail merge in word into my template, but I can't quite figure out the right process to just do "merge and new records since the last merge".

The document is a form that we need to submit to a client on a recurring basis, and the fields in the excel sheet just have basic stuff like name, phone number, description of work, etc. All the records in the sheet right now had already been manually typed into the word doc (actually reverse engineered the spreadsheet from the original word docs), so what I would like is to be able to enter a new record (likely copied and then modified from existing records) and then merge ONLY the newest record that I just made and have it save the file in the same folder.

Is there a setting I am missing to get this going? It seems to want to merge everything (there are 52 records now, many many more to come in the future) but I only want to merge record 52 (then 53, then 54, etc etc) as the table is updated.

Related to this - is there a way to have the merged word doc save as a filename based on the excel table data?

Thanks