How can I create a Mail Merge that sends pdfs

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I'm looking to do a mail merge type application that can attach a specific pdf for each data field, i.e. so that each person gets their own pdf document, which are already created. I have used a naming convention which will allow me to easily attribute each pdf to a person/email in either Microsoft Excel or Access if necessary.

Any help or thoughts are welcome!

*Edit:

I have been looking at https://wordmvp.com/FAQs/MailMerge/MergeWithAttachments.htm and although it looks promising, I can't figure out

1) how to make the mail merge spit out a table in a word doc and

2) how to run the VBA properly (everytime I try it says "Compile error: User-defined type not defined"

Nick T

Posted 2019-06-10T18:14:43.820

Reputation: 1

You want to make a document, but the documents are already created? Are you trying to do a bulk email? – Brian – 2019-06-10T19:15:03.233

I want to make a bulk email yes, with each email having an different file attached. I guess my wording could have been better – Nick T – 2019-06-10T19:21:37.470

Answers

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I am working on a similar exercise.

I am not actually using a mail merge to generate the letters. I have placed fields in the letter such as <> and then use VBA to find and replace the field with the appropriate name from my spreadsheet.

My system so far will process a data file, create the individual letter and save as DOCX. Working on saving it now as a PDF.

I will then work on attaching the file to an email.

David

Posted 2019-06-10T18:14:43.820

Reputation: 1

Any ideas as of right now on how to attach the files? – Nick T – 2019-06-10T19:22:45.717

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To make a table merge in Word:

  • Mailings > Start Mail Merge > Directory

  • Mailings > Select Recipient List > choose your excel file

  • Insert > Table > Choose one row with proper number of columns

  • Mailings > Insert Merge Field - place data field into first cell, then do same for each column.

  • Mailings > finish and merge > edit individual documents.

  • Save your file, this is your source as referred to in your instructions.

Brian

Posted 2019-06-10T18:14:43.820

Reputation: 681