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Details required : characters remaining Cancel Submit 11 people found this reply helpful. Was this reply helpful? Yes No. Sorry this didn't help. Thanks for your feedback. Not sure if you saw my previous note. Can this work with an email merge? I am trying to send separate emails each with the same attachment. Details required : characters remaining Cancel Submit. Among other things, it will let you merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message.
You must start with a Letters I thought I figured it out BUT I keep getting a message that says it only works with letter documents. I am trying to send about 10 emails from a small spreadsheet with a Powerpoint attached to each one. I created the document and when I try to use the Add In it keeps saying only for letter documents. I don't see how this works for the body of an email message with an attached document.
Please give me step by step instructions. After several attempts to get this right, I think I finally figured out where I went wrong. I appreciate you patience and willingness to respond. Hi Doug, I can't help but share my observation you have responded to countless questions about your merge tools add-in with the same confusing and inadequate "read me" document.
If you are really interested in helping, how about putting together some plain language step-by-step instructions for using the tool? Hope this helps. If you are running into issues with the use of my Add-in, I suggest that you contact me with the details and with a copy of the data source and the mail merge main document. One of the most common issues is the failure of users to realise that a "Letters" type mail merge main document has nothing to do with the size paper or that using such a mail merge main document does NOT preclude the output from being sent either as the body of an email message or as an attachment to an email message.
Here is a picture of how you create a "Letters" type mail merge main document:. The other common issue is users ignoring the stipulation that the fields in the data source and hence in the mail merge main document must NOT contain any non-alphanumeric characters and must not start with a space or a numeral. Any help is appreciated. I have the same question Report abuse.
Details required :. Cancel Submit. AkivaErez12 Independent Advisor. I hope it helps. How satisfied are you with this reply? Thanks for your feedback, it helps us improve the site. Use the Merge with Attachments facility instead of the Merge to Individual Documents as then you can create and email the pdf document in the one go. Doug, That is actually what I was doing.
Then I go to mailings - start Mail Merge. What is the purpose of the Directory Document? I'll gladly pay your fee if I can understand how to make the work the way it is supposed to Thanks so much for the quick response. In reply to KimIcenhower's post on September 5, Thanks so much for your help. In reply to KimIcenhower's post on September 6, You do NOT need to use a two step process, if you have the email addresses in the data source that you used to create the individual pdf files, use the Merge with Attachments facility with the mail merge main document from which you created those files and then select the Merge to Email as PDF Attachment destination, select a field to provide the filename and a field to provide the email address and past the message that you want to be used in the covering email into the control on the dialog box and then click on Continue.
Robbins, Sorry to be dense on this. Manage consent. Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website.
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