How to add attachments to word email mail merge

To add attachments to a Word email mail merge, you'll need to follow these steps:

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 attachment

• In your Word document, go to the "Insert" tab in the ribbon.
• Click on "Attach File" or "Insert Attachment" (the exact button may vary depending on your Word version).
• Browse to the location of the attachment you want to add and select it.
• Click "Insert" to add the attachment to the document.

Step 3: Use a merge field for the attachment

• In your Word document, insert a merge field for the attachment by typing ATTACHMENT followed by the file name and extension (e.g., ATTACHMENT:example.pdf).
• Make sure to include the file name and extension in the merge field, as this will help Word identify the attachment.

Step 4: Update the merge fields

• Go back to the "Mailings" tab in the ribbon and click on "Update All Fields" to update the merge fields in your document.

Step 5: Save and send the email

• Save your Word document as a.docx file.
• Go back to the "Mailings" tab in the ribbon and click on "Finish & Merge" and select "Send Email" to send the email to your recipients.

Tips:

• Make sure the attachment is in a format that is compatible with the recipient's email client and device.
• You can also use a merge field to include a link to the attachment instead of attaching it directly to the email. To do this, use the HYPERLINK function in your merge field, like this: HYPERLINK("file:///C:/Path/To/Attachment.pdf").
• If you're using a large number of attachments, you may want to consider using a different method, such as using a cloud storage service like Dropbox or Google Drive, to share the attachments with your recipients.