Attach document in word mail merge
In Microsoft Word, you can attach a document to a mail merge using a feature called "Mail Merge Main Document" and "Mail Merge Data Source". Here's a step-by-step guide:
Prerequisites:
- You have a Word document (the "Main Document") that you want to use as the template for your mail merge.
- You have a data source (e.g., an Excel spreadsheet, a CSV file, or a database) that contains the data you want to merge into the document.
- You have the "Mail Merge" feature enabled in Word.
Step 1: Set up your data source
- Open your data source (e.g., Excel spreadsheet) and make sure it's in a format that Word can read (e.g., CSV, XML).
- Save the data source file to a location on your computer.
Step 2: Create a new mail merge
- Open your Word document (the "Main Document") and go to the "Mailings" tab in the ribbon.
- Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
- Follow the wizard's prompts to set up your mail merge:
- Choose "Use an existing list" and select your data source file.
- Choose the fields you want to merge into your document.
Step 3: Attach the document
- In the "Mail Merge" window, click on the "Insert Merge Field" button.
- In the "Insert Merge Field" dialog box, select "Insert File" from the "Field type" dropdown menu.
- Browse to the location of the document you want to attach and select it.
- Click "Insert" to insert the file path into your mail merge.
Step 4: Merge the data
- Click "Finish" to complete the mail merge setup.
- Word will merge the data from your data source into your document, replacing the merge fields with the actual data.
- The attached document will be inserted into the document at the location where you inserted the merge field.
Tips and Variations:
- You can attach multiple documents to a single mail merge by repeating steps 2-4.
- You can also use the "Insert File" feature to attach documents dynamically, based on conditions in your data source.
- If you want to attach a document to a specific record in your data source, you can use the "Insert File" feature in combination with a conditional statement (e.g., "IF [Condition] THEN [Insert File]").