Can you do a mail merge with an attachment

The classic mail merge question!

Yes, you can do a mail merge with an attachment. Here are the general steps:

Using Microsoft Word:

  1. Create a mail merge document in Microsoft Word using the "Mailings" tab.
  2. Set up your mail merge fields and data source (e.g., an Excel spreadsheet or a database).
  3. Insert a "Merge Field" for the attachment (e.g., a PDF file).
  4. In the "Insert Merge Field" dialog box, select "File" as the field type.
  5. Browse to the location of the attachment file and select it.
  6. In the "Merge Field" dialog box, enter a name for the field (e.g., "Attachment").
  7. Close the "Insert Merge Field" dialog box.
  8. In the "Mailings" tab, click "Preview Results" to see how the mail merge will look with the attachment.
  9. When you're ready to send the mail merge, click "Finish & Merge" and select "Edit Individual Documents" to create a separate document for each recipient.

Using Microsoft Excel:

  1. Create a mail merge document in Microsoft Excel using the "Data" tab.
  2. Set up your mail merge fields and data source (e.g., an Excel spreadsheet or a database).
  3. Insert a "Hyperlink" to the attachment file.
  4. In the "Insert Hyperlink" dialog box, enter the path to the attachment file.
  5. In the "Text to display" field, enter a name for the link (e.g., "Download Attachment").
  6. Close the "Insert Hyperlink" dialog box.
  7. In the "Data" tab, click "Mail Merge" to create a separate document for each recipient.

Using other mail merge software:

If you're using a different mail merge software, such as Adobe Acrobat or OpenOffice, the process may vary. You can refer to the software's documentation or online resources for specific instructions.

Tips and considerations: