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
- Open your Microsoft Word document and go to the "Mailings" tab in the ribbon.
- Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard."
- Follow the wizard to set up your mail merge, including selecting your data source and creating a mail merge document.
- Once you've completed the wizard, you'll be taken to a new document with a mail merge field placeholder.
- To attach a document, click on the "Insert" tab in the ribbon and select "Object" from the "Text" group.
- In the "Object" dialog box, select "Create from File" and browse to the document you want to attach.
- Click "Insert" to insert the document as an object in your mail merge document.
- 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
- Install a mail merge add-in or software, such as Mail Merge Toolkit or Advanced Mail Merge.
- Open your Microsoft Word document and go to the add-in's interface.
- Set up your mail merge as usual, including selecting your data source and creating a mail merge document.
- In the add-in's interface, look for an option to attach a document to the mail merge.
- Browse to the document you want to attach and select it.
- The add-in will then attach the document to the mail merge and merge the data accordingly.
- You can then send the mail merge document with the attached document.
Tips and Variations
- To attach a document to a specific record in the mail merge, you can use a merge field to insert the document name or path.
- To attach multiple documents to a single mail merge, you can use a loop or array to iterate through the documents and attach them one by one.
- To attach a document to a mail merge in a different format, such as PDF or Excel, you may need to use a different method or software.