How to send an attachment through mail merge
Sending an attachment through mail merge in Microsoft Word can be a bit tricky, but it's doable with the right steps. Here's a step-by-step guide to help you achieve this:
Method 1: Using Word's built-in feature
- Create a new document in Microsoft Word and set up your mail merge as usual.
- Insert a new section break (Insert > Section Break) to create a new section for the attachment.
- In the new section, insert a new paragraph and type
@attachment
(without quotes). - Right-click on the paragraph and select "Insert Merge Field" from the context menu.
- In the "Insert Merge Field" dialog box, select "Attachment" from the list of fields.
- Click "OK" to insert the merge field.
- In the "Merge" dialog box, select the attachment you want to send (e.g., a PDF file).
- Click "OK" to merge the document.
Method 2: Using a third-party add-in
- Install a third-party add-in like "Mail Merge Attachments" or "Word Mail Merge Attachments" from the Microsoft Store or a reputable source.
- Follow the add-in's instructions to set up the attachment feature.
- In your mail merge document, insert a new paragraph and type
@attachment
(without quotes). - Right-click on the paragraph and select the add-in's "Insert Attachment" option.
- Select the attachment you want to send (e.g., a PDF file).
- Click "OK" to merge the document.
Tips and limitations
- Make sure the attachment is in a format that can be sent via email (e.g., PDF, DOCX, XLSX).
- The attachment size may affect the email's deliverability and the recipient's ability to open it.
- Some email clients may not support attachments sent through mail merge.
- If you're sending a large number of attachments, consider using a cloud-based storage service like Dropbox or Google Drive to store and share the files.