Attaching document in mail merge word

In Microsoft Word, you can attach a document to a mail merge using the "Insert Merge Field" feature. Here's how:

Step 1: Set up your mail merge

• Open your Word document and go to the "Mailings" tab in the ribbon.
• Click on "Select Recipients" and choose your recipient list.
• Click on "Finish & Merge" and select "Edit Individual Documents" to create a new document for each recipient.

Step 2: Insert the merge field

• In your Word document, place your cursor where you want to insert the attachment.
• Go to the "Insert" tab in the ribbon and click on "Quick Parts" > "Field".
• In the "Field names" box, select "Merge Field" and then click "OK".
• In the "Insert Merge Field" dialog box, select the field that corresponds to the attachment you want to insert (e.g. "Attachment1").

Step 3: Set up the attachment

• In the "Insert Merge Field" dialog box, click on the "Options" button.
• In the "Merge Field Options" dialog box, select "Attach file" and then click "Browse" to select the document you want to attach.
• Enter a file name for the attachment (e.g. "Invoice_{MERGEFIELD Attachment1}.docx").
• Click "OK" to close the dialog boxes.

Step 4: Preview and merge

• Preview your mail merge document by clicking on the "Preview Results" button.
• Review the document to ensure the attachment is inserted correctly.
• If everything looks good, click on "Finish & Merge" and select "Send Email" or "Print" to send or print the merged documents.

Tips:

• Make sure the attachment is in a format that can be opened by the recipient (e.g. PDF, DOCX, etc.).
• You can also use the "Insert Merge Field" feature to insert other types of data, such as text, images, or tables.
• If you're using a large number of attachments, consider using a database or spreadsheet to manage your attachments and merge fields.