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:

  1. You have a Word document (the "Main Document") that you want to use as the template for your mail merge.
  2. 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.
  3. You have the "Mail Merge" feature enabled in Word.

Step 1: Set up your data source

  1. Open your data source (e.g., Excel spreadsheet) and make sure it's in a format that Word can read (e.g., CSV, XML).
  2. Save the data source file to a location on your computer.

Step 2: Create a new mail merge

  1. Open your Word document (the "Main Document") and go to the "Mailings" tab in the ribbon.
  2. Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
  3. 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

  1. In the "Mail Merge" window, click on the "Insert Merge Field" button.
  2. In the "Insert Merge Field" dialog box, select "Insert File" from the "Field type" dropdown menu.
  3. Browse to the location of the document you want to attach and select it.
  4. Click "Insert" to insert the file path into your mail merge.

Step 4: Merge the data

  1. Click "Finish" to complete the mail merge setup.
  2. Word will merge the data from your data source into your document, replacing the merge fields with the actual data.
  3. The attached document will be inserted into the document at the location where you inserted the merge field.

Tips and Variations: