Email mail merge with pdf attachment

Then is says select select the merge fields that contain the path and filename of attachments - I select Name and Path. Here is where I get different error messages it has work twice, but it has included Attachments I didn't want. And I don't know exactly what I did to make it work and I cannot repeat it! What am I missing. I'll gladly pay your fee if I can understand how to make the work the way it is supposed to.

It sounds like you are trying to use a combination of the method in the article "Mail Merge to E-mail with Attachments" at. The requirements for using the system are:. If the data is on some other sheet, you can easily move that sheet so that it is the first sheet in the workbook by clicking on the sheet tab and dragging it to the left. For the Chart Merge utility, see the Mail Merging with Charts document that is included in the Merge Tools Add-in Zip file for additional requirements for the data source for use with that utility.

The number of characters in the field names, including spaces, must not be more than Just use the Merge to Email as PDF Attachment Merge with Attachments facility on the Merge Tools tab of the ribbon when you have the document that you used to create the individual documents as the active document. Step one was to merge a document individual pdf documents. This worked wonderfully. I am now trying to email merge with those pdf attachments to the individuals each was created for.

Your last paragraph is what is confusing me. I have created a word document that has the body of the email with the field name of the person it is being emailed to and the path of the document for that person I created in the first step.

I use the merge tools and I get This is not a valid filename. As I said I did get this to work once, but I cannot repeat it and want to understand what I did to make it work. I have set up a test excel file as there are 80 individuals on this list.

I hope this makes sense. I feel like there is one critical piece I am missing. Sorry to be dense on this. I have merged many times, just not with your utility. 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. Sending a lot of personalized emails? Need to do a mail merge with PDF attachments to unique recipients? There are several reasons you might want to do this. You could be sending assignments to students, marketing documents to prospects, or anything in between. But no worries. In this article we will discuss what mail merge is and how to send PDF attachments with it using the most common methods. That way, you can simplify and streamline the process now and going forward.

A mail merge is the creation of various documents from a single data source or template. The mail merge technique is used for various purposes: mailing labels, personalized messages, documents, mass email campaigns, and more. The first thing you need is the PDF document that you want to send, of course.

From here, you can accomplish a mail merge of the PDF with Microsoft Word, Adobe, manually in Gmail, or with an app that automates the process. Step 6: Click the Insert Merge Fields option, then customize your document further if required. However, using the help of a plug-in, it is possible. Create an Excel Spreadsheet using the same strategy for creating different columns and fields above Name, Address, etc. Be sure to use the right field names that correspond with your column headings in your Excel sheet.

Your mail merge will be done with your default email client unless you specify a different one on this step. So double check that it will use your desired provider. However, if you are using Windows, it has a security policy that will force you to confirm each message to be sent.

Mail merge is not something that comes as a standard feature in Gmail. If you are not sure what to choose, we recommend that you keep the default settings. In the last section you can specify whether you want to send the PDF files as an email attachment to a recipient list from your Excel file.

Please note that you have to be subscribed to the Pro or Enterprise plan to use this optional feature. The downloaded zip file contains all PDF forms automatically filled with the data from your Excel sheet. The PDF files were filled with the placeholders from the editor in the screenshot below we have marked the filled placeholders in red for clarity.

If you have any questions, our team will be happy to assist you — just shoot an email to [email protected]. Thanks for reading and see you soon! Search the Knowledgebase Search. Popular: Security Changing password Manage payments. Did you find this article helpful? Yes No. Still have questions?