How to attach documents in mail merge from word
To attach documents in a mail merge from Microsoft Word, you can use the "Insert Merge Field" feature to insert a field that will insert the attachment when the document is merged. Here's how:
Step 1: Create a new mail merge document
Open Microsoft Word and create a new document. Go to the "Mailings" tab in the ribbon and click on "Start Mail Merge" > "Step-by-Step Mail Merge Wizard". Follow the wizard to create a new mail merge document.
Step 2: Create a new data source
In the "Mail Merge" window, click on "Select Recipients" and choose "Use an existing list" or "Type new list". Create a new data source or select an existing one.
Step 3: Insert a merge field for the attachment
In your mail merge document, place your cursor where you want the attachment to be inserted. Go to the "Insert" tab in the ribbon and click on "Quick Parts" > "Field". In the "Field names" list, select "Merge Field" and then click on "Insert".
In the "Insert Merge Field" dialog box, select "Attachments" from the "Field category" list and then select "AttachFile" from the "Field name" list. Click "OK".
Step 4: Specify the attachment
In the "AttachFile" field, you can specify the attachment by typing the file name and path, or by using a variable from your data source. For example, if you have a column in your data source called "Attachment", you can type =Attachments.Attachment
to insert the attachment.
Step 5: Preview and merge
Preview your mail merge document to make sure the attachment is inserted correctly. Then, click on "Finish & Merge" to merge the document with your data source.
Tips and Variations
- You can also use the "Insert Merge Field" feature to insert multiple attachments by using an array of file names and paths.
- If you want to attach a file that is not in the same directory as your mail merge document, you can use the "Browse" button to select the file.
- You can also use VBA code to attach files programmatically in a mail merge.