How to attache a document to a mail merge

To attach a document to a mail merge, you'll need to use a combination of Microsoft Word and a mail merge software or add-in. Here's a step-by-step guide:

Method 1: Using Microsoft Word's built-in mail merge feature

  1. Open your Microsoft Word 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 to set up your mail merge, including selecting your data source and creating a mail merge document.
  4. Once you've completed the wizard, you'll be taken to a new document with a mail merge field placeholder.
  5. To attach a document, click on the "Insert" tab in the ribbon and select "Object" from the "Text" group.
  6. In the "Object" dialog box, select "Create from File" and browse to the document you want to attach.
  7. Click "Insert" to insert the document as an object in your mail merge document.
  8. You can then use the "Mailings" tab to merge your data and send the mail merge document with the attached document.

Method 2: Using a mail merge add-in or software

  1. Install a mail merge add-in or software, such as Mail Merge Toolkit or Advanced Mail Merge.
  2. Open your Microsoft Word document and go to the add-in's interface.
  3. Set up your mail merge as usual, including selecting your data source and creating a mail merge document.
  4. In the add-in's interface, look for an option to attach a document to the mail merge.
  5. Browse to the document you want to attach and select it.
  6. The add-in will then attach the document to the mail merge and merge the data accordingly.
  7. You can then send the mail merge document with the attached document.

Tips and Variations