How do I email a .pdf attachment through a mail merge Word & Outlook 2010

Anonymous
2012-04-19T16:22:02+00:00

We email out group interest letters, the merge letter is created in Word 2010 and than email through mail merge Outlook 2010. We attached a .pdf flyer to each email. (at this time we are email one at a time.)

Is there a way to attach a .pdf file to an email blast (mail merge)? We are running XP right now but will be changing to Windows 7 with in the coming weeks.

Any help we could get on this would be great. Everything I have been able to pull off the internet is on earlier visions of Microsoft Office and Windows.

Thank you in advance.

ShannonKay

Microsoft 365 and Office | Word | For home | Windows

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Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
2012-04-19T19:50:04+00:00

I have looked at this but this is for earlier versions of Microsoft Office. I need something that will work with Office 2010, but thank you! 

While the method to which Gordon gave you the link will work with any version of Word from Word 97 onwards, I have developed a much simpler method that you can use if you download the MergeTools – 20120225 Add-in that I created from the following page of my OneDrive:

https://onedrive.live.com/?cid=5aedcb43615e886b#cid=5AEDCB43615E886B&id=5AEDCB43615E886B%21566

The mergetools template must be saved in the Word Startup folder.

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  1. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-05-09T22:35:52+00:00

    If the client will only accept one invoice per email, you are going to need to create a separate pdf for each invoice.  Then you could use the Merge with Attachments facility on my MergeTools Add-in to send multiple emails to the client, each one with an invoice attached and with an individualised subject line if you have a data source with multiple records for the client, but with each record having the path\filename of a unique attachment and unique text in the field that you select as the Subject field when using the add-in.

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  2. Anonymous
    2014-05-09T21:06:41+00:00

    I have an unique scenario in that I have to email the same email address repeatedly with a pdf attachment, however the attachment is different each time, as is the email message AND subject line.  I have a client that I send 300-500 invoices to each month, so the recipient email is always the same, however each attachment is one invoice (they will not accept more than one per email.) and I have to state descriptive information in the subject line.  Would your add-on be able to assist in automating this so I do not have to spend a whole day sending 400 emails to the same email address?  Currently the invoices are all in one pdf, but can be broken out into several if required.

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  3. Anonymous
    2014-04-10T16:48:06+00:00

    This is so helpful! Thank you very much.

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  4. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-03-27T21:43:55+00:00

    You can do that with the MergeTools – 20140218.dotm Add-in that I created that you can download from the following page of my One Drive:

    http://bit.ly/1hduSCB

    The file needs to be saved in the Word Startup folder.  In Windows XP the default location for that folder is

    C:\Documents and Settings[User Name]\Application Data\Microsoft\Word\STARTUP

    In Windows Vista and Windows 7, 8 or 8.1 it is

    C:\Users[User Name]\AppData\Roaming\Microsoft\Word\STARTUP

    When that has been done and Word is started\re-started, the tab shown below will be added to the Ribbon:

    One thing to note is that the field names in the data source must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9).

    You may also want to download:

    1. the Merging with Attachments document that is also on that page which explains how the system is used.  It is not actually necessary to have separate attachments as the facility can be used to send just the documents created by the merge itself as attachments, either as the body of the message itself or in the form of Word files or .pdf files.
    2. the Mail Merging with Charts document that is also on that page.  That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source.
    3. the Using the Many to One Facility document that describes how to use that facility.

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