Mail merge word to pdf and send by email

A common task!

To achieve this, you'll need to use a combination of Microsoft Word, a mail merge tool, and a PDF converter. Here's a step-by-step guide:

Prerequisites:

  1. Microsoft Word (any version)
  2. A mail merge tool (e.g., Mail Merge Toolkit, Advanced Mail Merge, or Word's built-in mail merge feature)
  3. A PDF converter (e.g., Adobe Acrobat, SmallPDF, or PDFCreator)

Step 1: Create a mail merge document in Word

  1. Open Microsoft Word and create a new document.
  2. Design your document with placeholders for the data you want to merge (e.g., names, addresses, etc.).
  3. Go to the "Mailings" tab in the ribbon and click on "Start Mail Merge" > "Step-by-Step Mail Merge Wizard".
  4. Follow the wizard to set up your mail merge, selecting the data source (e.g., an Excel spreadsheet or a database).

Step 2: Merge the data

  1. Once you've set up your mail merge, click "Finish" to merge the data with your document.
  2. Word will create a new document with the merged data.

Step 3: Convert the merged document to PDF

  1. Open the merged document in Word.
  2. Go to the "File" menu and select "Save As" > "PDF" (or use a PDF converter like Adobe Acrobat or SmallPDF).
  3. Choose a location to save the PDF file and select the "PDF" file type.

Step 4: Send the PDF file via email

  1. Open your email client (e.g., Outlook, Gmail, etc.).
  2. Compose a new email and attach the PDF file you just created.
  3. Enter the recipient's email address and any other necessary information (e.g., subject line, message body).
  4. Send the email!

Tips and Variations: