How Do I Add An Attachment To A Mail Merge In Word 2016



Let’s say, I need several personal copies of my Agreement to be signed by specialist. They are away, but available via e-mail. Can I use the Signature feature in Microsoft Office Word and let my document be converted to personal PDF files, then, sent immediately and individually to the addressees? – Yes!

Thanks for this very helpful post, which I've used to set up some mail merge letters with digital signatures. I've run into a problem, though, in that the images vanish when sent as attachments - presumably because the d-switch means they aren't saved. However, dropping the d-switch seems to prevent them being refreshed automatically.

How to add attachment to mail merge word 2016

How Do I Add An Attachment To A Mail Merge In Word 2016 Free

  1. Outlook Mail Merge Attachment supplies mail merge process in Microsoft Office Word and Outlook with the functionality to add an attachment. The script works as follows. First, you set Microsoft Outlook to work offline, this way the emails are stored in the Outbox but not actually send.
  2. Personalized attachment mail merge email – Yahoo. Personalized attachment mail merge email – Gmail. Personalized attachment mail merge email in Outlook. That’s all there is to it! If you want to “test-drive” our product and see for yourself how easy it is to add attachments to a mail merge, just click here.
How Do I Add An Attachment To A Mail Merge In Word 2016

First, I’m preparing my Agreement in a Word Document, then go to the Insert tab on the ribbon and select “Microsoft Office Signature Line”:

So, the document is ready to set the specialist’s hand on it:

How To Add Attachment To Mail Merge In Word

Next, I start Mail Merge: go to the Mailings tab, select Step by Step Mail Merge Wizard:

This selection is important: “Letters” can be used for printing, but we will need e-mail messages:

How to add attachment to mail merge word 2016

I connect to my data source in the next step:

Add

Then, I click “Merge & Send” on the ribbon (that is exactly the option provided by the Mail Merge Toolkit for Outlook add-in) – and fill in the fields: select the field containing e-mail address from my data source, type the subject line, and select “PDF Attachment (optimized for printing)” – with this message format, my document will be converted to a PDF file, and attached to my message:

In the next step, I can type my e-mail message text; using data source fields is supported as well:

If I open my message from Outlook Outbox – it looks individually and contains my PDF attachment:

How Do I Add An Attachment To A Mail Merge In Word 2016

After getting my message, the specialist can open my PDF file, select “Fill & Sign” – add his signature. Save changes and send the Agreement back to me via e-mail:

Mail

How Do I Add An Attachment To A Mail Merge In Word 2016 Online

In this way, the opportunities of the Microsoft Word Mail Merge feature let me handle a very specific task: with the help of the Mail Merge Toolkit add-in and its important feature of converting messages to PDF, sending personal PDF files is enabled with the support of specific fields like “Signature Line”, even in the automatic mode.