How to mail merge attachments

Mailing merging attachments involves combining a main document with a list of data, such as names and addresses, and attaching a separate file to each merged document. Here's a step-by-step guide on how to mail merge attachments:

Software Requirements:

  1. Microsoft Word (or compatible word processor)
  2. Microsoft Excel (or compatible spreadsheet software)
  3. Mail Merge add-in (optional)

Step 1: Prepare your data

  1. Create a spreadsheet with the data you want to use for the mail merge. This can include names, addresses, phone numbers, and any other relevant information.
  2. Save the spreadsheet as a CSV (Comma Separated Values) file.

Step 2: Create your main document

  1. Open Microsoft Word and create a new document.
  2. Type in the main content of your document, such as a letter or email.
  3. Use placeholders (e.g., [Name], [Address], [Phone Number]) to indicate where you want the data from your spreadsheet to appear.

Step 3: Set up the mail merge

  1. Go to the "Mailings" tab in Microsoft Word.
  2. Click on "Select Recipients" and then "Use an Existing List".
  3. Browse to the location of your CSV file and select it.
  4. Click "OK" to load the data into the mail merge.

Step 4: Merge the documents

  1. Click on "Finish & Merge" in the "Mailings" tab.
  2. Choose "Edit Individual Documents" to merge the documents one by one.
  3. Word will create a new document for each record in your spreadsheet, inserting the data into the placeholders you created earlier.

Step 5: Attach the files

  1. Open each merged document and add the attachment you want to include.
  2. You can do this by going to the "Insert" tab and clicking on "Attach File".
  3. Browse to the location of the file you want to attach and select it.
  4. Click "Insert" to attach the file to the document.

Step 6: Save and send the merged documents

  1. Save each merged document with a unique filename (e.g., [Name]_Document.pdf).
  2. You can then send the merged documents via email or print them out.

Tips and Variations: