How to mail merge with attachments using Microsoft Word

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  • Опубліковано 4 лис 2024
  • This is a Microsoft Word tutorial covering, how to mail merge with attachments. The tutor starts off by explaining how the mail merge data source is arranged. The tutor then starts the mail merge process off by attaching the data source. The tutor inserts fields where required and selects the Merge Tools Tab in Word. Merge Tools is an Add In created by Doug Robbins. You can download the Add In at mergetoolsaddi... The tutor selects the email attachment with a Word document and completes the merge. All the documents appear in Outlook as attachments. How to mail merge with attachments using Microsoft Word.
    #mailmerge #msword
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КОМЕНТАРІ • 52

  • @ITsEasyTraining1st
    @ITsEasyTraining1st  Рік тому +2

    How to mail merge with attachments in Microsoft Word. Check out courses at: www.itseasy.co.uk or online at: www.udemy.com/course/microsoft-word-all-levels/?referralCode=84FDB002396C57546EA5

  • @bhappy317
    @bhappy317 8 місяців тому +1

    Thanks for sharing. Just wondering why there are 2 attachments? (ie Smith.docx and Carol Smith docx). I have the same result but I only want one attachment?

  • @Priya-P
    @Priya-P Рік тому +1

    Hi Kevin, Thank you for this amazing tech/life hack. This has helped me lot to do mail merge with my work and sending attachments as PDF and personalising the subject to the email.😀

  • @manassehkisame6286
    @manassehkisame6286 Рік тому +1

    Thanks for the take through,does this apply to Outlook Ofiice 365 unlike Outlook desktop?

  • @ashleysturm1886
    @ashleysturm1886 Рік тому +1

    This is awesome, Kevin. How do I find the full file location to add the linked spreadsheet? My files are only showing folder level (ex. C:\Users
    ame\Desktop\MAIL MERGE consultant schedules) - but I have 20 different files in that folder. I tried right clicking on each file and looking at 'properties' but it's still only showing folder level.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  Рік тому +1

      Not sure without seeing it

    • @vilcheesey
      @vilcheesey 10 місяців тому

      Go to properties and then 'security' tab, then that full address for the file will be there, copy that address.

  • @Loop2309
    @Loop2309 Рік тому +1

    Thank you very much, very easy to follow tutorial! Do you by any chance know if there is a way to keep the text in the word document as the core of the mail? If I follow your tutorial it leaves it blank, and if I simply add it in the last box as text for covering email message the formatting looks awful haha
    In short I would like my word document to be the core text of the email and the attachment to simply be the pdf I selected :)

  • @erickimani9088
    @erickimani9088 Місяць тому +1

    when i click Merge Tools, then Merge with Attachments, Word just freezes or hangs. What could be the issues because i have followed through every step.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  Місяць тому +1

      are you using OneDrive? It may be the issue try just using a local drive

  • @khooghi8539
    @khooghi8539 Місяць тому

    when I click on merge with attachments I get a message saying that the application is only designed to work with a letters type mail merge main document.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  Місяць тому

      I have had that, Ste it to letter and see if it works, make sure you are not using OneDrive also

  • @moody-lz8rv
    @moody-lz8rv 2 місяці тому +1

    It’s possible to make attachment word to PDF

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  2 місяці тому +1

      I think that is one of the options if you get the addIn

  • @ragava7660
    @ragava7660 9 місяців тому +2

    HOW TO BUY IT ONCE ITS TRIAL VERSION OVERS

  • @fasnak.s1596
    @fasnak.s1596 3 місяці тому +1

    I am getting an error called 91 obejct variable or with block variable not set when i click merge with attachments

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  3 місяці тому +1

      I am not sure about that error, try contacting the add in provider

  • @libreofficetutorials9499
    @libreofficetutorials9499 Рік тому +2

    Love it

  • @DougVantour
    @DougVantour 11 місяців тому +1

    I have tried and tried but keep getting a file path error. Any ideas why?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  11 місяців тому +1

      ru using Office 365? Try saving to the computer not OneDrive

  • @SaraStevens-rk8vj
    @SaraStevens-rk8vj 4 місяці тому

    Im having some issues with attaching the documents as it says it has a problem with the fact its on Onedrive. Any advice greatly appreciated - Thank you very much!

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  4 місяці тому +1

      It does not work with OneDrive you have to save it to your PC first

  • @grannysaxton9568
    @grannysaxton9568 Рік тому +1

    I like it, great

  • @Albertbullterrier
    @Albertbullterrier Рік тому +2

    Amazing

  • @MrTomskerr
    @MrTomskerr 10 місяців тому +2

    This looks like a great tool. Unfortunately, the add-in zip file appears to contain a virus.

  • @ArmanViews
    @ArmanViews 10 місяців тому +1

    I don't have merge tools in my word

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  9 місяців тому +1

      It is an add in, which you have to download

    • @ArmanViews
      @ArmanViews 9 місяців тому +1

      @@ITsEasyTraining1st ok without the addin I think it is not possible to attach

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  9 місяців тому +1

      @@ArmanViews correct

    • @alberthernandez9833
      @alberthernandez9833 8 місяців тому +1

      Did you find any alternatives to adding the merge tool in word?

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  8 місяців тому

      @@alberthernandez9833 if you look at www.xelplus.com/ she has a video on her channel which shows it

  • @Texas1FlyBoy
    @Texas1FlyBoy 10 місяців тому +2

    Too bad the add-in isn't free. It's a trial version with 20 uses, then requires a purchased license. ☹

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  10 місяців тому +1

      well that must be new, I didn't pay for it and i have had it years

    • @MrSmasher27
      @MrSmasher27 9 місяців тому

      do you mind sharing or uploading ur version ?@@ITsEasyTraining1st

  • @EasyMSAccess
    @EasyMSAccess Рік тому +1

    cool stuff

  • @bim980
    @bim980 3 місяці тому +1

    Plz share your email id..I am getting error for digital certificate invalid ...how to fix ...I need urgent help

  • @sanketshanishchara3434
    @sanketshanishchara3434 Рік тому +2

    When I click on "Merge with Attachments" -
    I am getting an Error 91 - Object Variable or With block variable not set.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  Рік тому +1

      did you select letter type first

    • @sanketshanishchara3434
      @sanketshanishchara3434 Рік тому +2

      @@ITsEasyTraining1st yes I did.
      I started with email message first.
      Then I opened a new word document, selected "letter" type and copy pasted the text, then saved it.

    • @ITsEasyTraining1st
      @ITsEasyTraining1st  Рік тому

      @@sanketshanishchara3434 I am not sure then, ru on a mac

    • @sanketshanishchara3434
      @sanketshanishchara3434 Рік тому +1

      @@ITsEasyTraining1st nope. I am on Windows 11 with a pre-installed Office Home & Student 2021 version. And this does not have Outlook for Desktop. It has that cloud based Mail/ Outlook app. Is it possible that this kind of Office 365/ Microsoft 365 apps don't support the old mail merge??