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Microsoft 365
Attaching Adobe PDF Documents with Microsoft Mail Merge
Attaching Adobe PDF Documents with Microsoft Mail Merge
Tags
Word
pdf
mail-merge
Open
Microsoft Word
> Open the
document
you would like to merge.
Click
Mailings
.
Click
Start Mail Merge
.
Click
Step-by-Step Mail Merge Wizard
in the wizard in the right-hand column of your screen.
Click
Letters
> Click
Next: Starting document
.
Click
Use the current document
> Click
Next: Select recipients
.
Click Use an existing list > Click Select a different list…
Select Your list > Click Open
.
Select Your Excel Sheet Name > Click OK
.
Click OK
.
Select where you want to insert merge information > Click
Insert Merge Field
.
Click
Insert Merge Field
> Select
type of information
.
Click
Next: Write your letter
.
Click
Next: Preview your letters
.
Click
Merge to Adobe PDF
.
Click
Automatically send Adobe PDF files by Email
.
Select the
Email Field name
for email address (For example: Email_Address).
Type your subject in
<<Add your subject here>>
(For example:
<<Budget>>
).
Type
message
in note box.
Click
OK
.
Select the folder you want to store the documents > Click
OK
.
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Details
Article ID:
144661
Created
Wed 3/1/23 8:35 AM
Modified
Thu 4/20/23 2:54 PM
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Press Alt + 0 within the editor to access accessibility instructions, or press Alt + F10 to access the menu.
Check out this article I found in the TechConnect knowledge base.<br /><br /><a href="https://uthsc.teamdynamix.com/TDClient/2280/Portal/KB/ArticleDet?ID=144661&SIDs=10140">https://uthsc.teamdynamix.com/TDClient/2280/Portal/KB/ArticleDet?ID=144661&SIDs=10140</a><br /><br />Attaching Adobe PDF Documents with Microsoft Mail Merge<br /><br />These are step-by-step instructions on how to use the "Mail Merge" feature to send documents and statements as an Adobe PDF attachment.