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How do I mail merge to EMAIL from MS Word AND add a pdf attachment



 
 
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  #21  
Old September 15th, 2005, 05:07 AM
Doug Robbins
external usenet poster
 
Posts: n/a
Default How do I mail merge to EMAIL from MS Word AND add a pdf attach

I assume that the / is a typing mistake. I would expect to see
c:\path\filename.ext

If you have the entries in that column in the catalog or directory type
mailmerge correct, it will work. If it is out by so much as a single space
anywhere, even after the extension, it will NOT work. The
drive\path\filename must be spot-on.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
Doug;
I just copied the file to C:/"file name.ext"
Created the new directory etc...
I did this to make sure identifying the path/file would be correct.
Still didn't work with a jpeg.


"Mmiller" wrote:

The original subject line of the thread specifies adding a pdf
attachment-that is why I made mention of it.
Regardless of that - I right clicked on the file, chose properties and
copied and then pasted the path and file name to eliminate a mistake.
Granted, what can be copied under properties only identifies everything
BUT
the the very last part; the actual name of the file and its extension.
But I
clicked on the file once and copied the name - then pasted it to the end
of
the first cut/paste. (I did add a back slash between the two) I don't see
how
I could have done it wrong all that being said. Do you???
It didn't work - but the same method for a pdf did. Got any ideas?

"Doug Robbins" wrote:

You are the only one that is talking about .pdf's as attachments. The
method will send any file as an attachment AS LONG AS THE PATH AND
FILENAME
ARE CORRECT.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
A new question on the same item:
The attachment I've chosen to create is too large as a pdf. There are
several pictures within a flyer. I can save the created art/flyer as
a
jpeg
and the file size is ideal. But when I try all these same
instructions,
but
have a jpeg instead of a pdf file, it doesn't work. I know the
subject of
this discussion specifies adding a pdf file, but the article you
wrote and
refer to in this thread doesn't appear to specify that the
attachments
that
can be sent are limited to pdf's. Do I need to do something different
for
a
jpeg?

Thanks in advance.

"Doug Robbins" wrote:

It is the formletter mailmerge that must be executed to a new
document.

While the macro uses Outlook, ALL of the merging is being done from
Word
and
Word DOES allow you to merge to a new document with the Form Letter
in
exactly the same way that you merged to a new document with the
directory
type mailmerge.

The article says

"Then execute the mail merge that you want to send out by email with
the
attachments and with the result of execution of that mail merge on
the
screen"

If the result is going to be on the screen, the only way that it can
get
there is if the merge is executed to a new document.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
I need you to be more specific please.
The instructions in your article contain two different merges.
1.Do you mean the directory type mail merge?
If so, then I did complete the last step in Outlook's
and
your
article's instructions that merged the information to a new
document.
That
new document did create a table that had all the elements from the
data
source that I planned to use in the mass email, including, but not
limted
to
the email address and the attachment. This new document containing
the
table
was saved and selected later, as instructed when the file open
dialog
appears
after running the macro.
2. If you mean the "form letter" merge as you called it earlier,
you
will
have to elaborate. There are no references to a new document in
the
article
(at the form letter merge state) and Outlook only allows you to
merge
to a
printer as the final step in the merge process. You'll have to
detail
how
to
do this.
3.Additional question - When creating the form letter merge, at
the
step
where I am to select the recipients, do I point to the original
data
source,
or to the document with the table created from my directory type
mail
merge?
(that used the original data source to create the table) As we
proceed,
I
need to clarify which one is expected to be used.
As I've mentioned earlier, I've tried it both ways, with both
resulting
in
attachments being produced, but both leaving out essential
information
in
all
but the first email produced.
Thank in advance.

"Doug Robbins" wrote:

You have not executed the merge to a new document that contains a
section
for each record in the data source.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself
of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
For example, if the mass email was to produce 25 emails, the
first
email
generated will be complete. It will have the attachment, the
email
address,
the subject line and the body.
The body: manually written info such as, "dear" and then using
a
placeholder
(merge fields?) for the info to be populated by the data
source. (I
didn't
manually write it, the merge generates the verbiage) I saw it
referred
to
as
a placeholder in some instructions online but an example of
what I'm
talking
about looks like: name Then more manually entered info in
the
body
such
as; "The attached document contains....blah,
blah....Sincerely...etc"

As I said, the first email generated would be complete -
containing
all
elements as it should. But the next 24 would only have the
email
address
and
subject lines. Info I think is generated by the macro. But no
body
elements
whatsoever.

The problem appears to have something to do with running the
macro
because
I
can run a mail merge - (Ive tried both a form letter or an
email
merge)
and
not run the macro and all info/results are produced as they
should
be
in
the
initial and subsequent letters/emails.

I can't get the attachments included in the mass email without
running
the
macro, but at this point I can't get multiple emails (complete)
when
I
do
run
the macro.


"Doug Robbins" wrote:

I don't understand what you are doing here

This first email will also have the hand
written and information along with the poplulated info from
the
placeholders.
But none of the subsequent emails have anything.

What "hand written information"?

What do you mean by "placeholders"? Are they the mergefields?

This failure has nothing to do with the macro, you fix up the
mailmerge
so
that it produces the formletters as you want them.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail
yourself of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
Progress!!
But not 100% right. The attachment is now in the email(s).
Yey!
But
the
other problem still exists. The fields/placeholder entries
and
the
manually
entered text I created in the body of the form letter only
appear
in
the
very
first email and not in any of the subsequent emails the
program
publishes.
If
you can help me determine what I'm doing wrong on that point
I'm
set.
And
thanks so much in advance!
BTW - I've tried using both the directory type document as
my
data
source
and the excel file (where the info came from to create the
directory
doc).
Both scenarios produce an attachment now with the form
letter -
but
neither
produce the missing information past the first email.

"Doug Robbins" wrote:

Use a formletter not an email message type main document

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail
yourself
of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in
message
...
I guess not clearly enough for the disabled because I'm
missing
where
I'm
making my mistake. Please bear with me as I try to find
the
mistake
with
your
help.
The directory type mail merge document was created in a
separate
document,
saved and closed. I then opened a new blank document to
create
the
mail
merge
I wanted to send out. I chose mail merge/email messages -
following
the
set
up instructions that word gives and using the directory
type
mail
merge
file
created earlier as my data source. (I even tried using
the
original
data
source; my excel spreadsheet, and then identifying the
file
created
by
the
catalogue type mail merge at the point the dialog box
opened
up
after
running
the macro, but that came up with the same results- no
body in
the
email
message.) I thought this was what you meant when you said
"execute
the
mail
merge that you want to send out" in your instructions.
I'm
sure
the
instructions are accurate. But I am not able to identify
at
exactly
what
point I am failing to understand/follow them correctly.
If it



  #22  
Old September 15th, 2005, 05:12 PM
Mmiller
external usenet poster
 
Posts: n/a
Default How do I mail merge to EMAIL from MS Word AND add a pdf attach

For the benefit of anyone else - you are exactly right. (I'm sure you knew
you were!)
:-)
I can't visually see the mistake. But it may have been a space at the end of
the extension. What I did is click address bar under toolbars when opening up
the file so that it showed all of the path\filename etc. when I clicked the
drop down. I then copied and pasted that - and it worked great.

"Doug Robbins" wrote:

I assume that the / is a typing mistake. I would expect to see
c:\path\filename.ext

If you have the entries in that column in the catalog or directory type
mailmerge correct, it will work. If it is out by so much as a single space
anywhere, even after the extension, it will NOT work. The
drive\path\filename must be spot-on.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
Doug;
I just copied the file to C:/"file name.ext"
Created the new directory etc...
I did this to make sure identifying the path/file would be correct.
Still didn't work with a jpeg.


"Mmiller" wrote:

The original subject line of the thread specifies adding a pdf
attachment-that is why I made mention of it.
Regardless of that - I right clicked on the file, chose properties and
copied and then pasted the path and file name to eliminate a mistake.
Granted, what can be copied under properties only identifies everything
BUT
the the very last part; the actual name of the file and its extension.
But I
clicked on the file once and copied the name - then pasted it to the end
of
the first cut/paste. (I did add a back slash between the two) I don't see
how
I could have done it wrong all that being said. Do you???
It didn't work - but the same method for a pdf did. Got any ideas?

"Doug Robbins" wrote:

You are the only one that is talking about .pdf's as attachments. The
method will send any file as an attachment AS LONG AS THE PATH AND
FILENAME
ARE CORRECT.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
A new question on the same item:
The attachment I've chosen to create is too large as a pdf. There are
several pictures within a flyer. I can save the created art/flyer as
a
jpeg
and the file size is ideal. But when I try all these same
instructions,
but
have a jpeg instead of a pdf file, it doesn't work. I know the
subject of
this discussion specifies adding a pdf file, but the article you
wrote and
refer to in this thread doesn't appear to specify that the
attachments
that
can be sent are limited to pdf's. Do I need to do something different
for
a
jpeg?

Thanks in advance.

"Doug Robbins" wrote:

It is the formletter mailmerge that must be executed to a new
document.

While the macro uses Outlook, ALL of the merging is being done from
Word
and
Word DOES allow you to merge to a new document with the Form Letter
in
exactly the same way that you merged to a new document with the
directory
type mailmerge.

The article says

"Then execute the mail merge that you want to send out by email with
the
attachments and with the result of execution of that mail merge on
the
screen"

If the result is going to be on the screen, the only way that it can
get
there is if the merge is executed to a new document.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
I need you to be more specific please.
The instructions in your article contain two different merges.
1.Do you mean the directory type mail merge?
If so, then I did complete the last step in Outlook's
and
your
article's instructions that merged the information to a new
document.
That
new document did create a table that had all the elements from the
data
source that I planned to use in the mass email, including, but not
limted
to
the email address and the attachment. This new document containing
the
table
was saved and selected later, as instructed when the file open
dialog
appears
after running the macro.
2. If you mean the "form letter" merge as you called it earlier,
you
will
have to elaborate. There are no references to a new document in
the
article
(at the form letter merge state) and Outlook only allows you to
merge
to a
printer as the final step in the merge process. You'll have to
detail
how
to
do this.
3.Additional question - When creating the form letter merge, at
the
step
where I am to select the recipients, do I point to the original
data
source,
or to the document with the table created from my directory type
mail
merge?
(that used the original data source to create the table) As we
proceed,
I
need to clarify which one is expected to be used.
As I've mentioned earlier, I've tried it both ways, with both
resulting
in
attachments being produced, but both leaving out essential
information
in
all
but the first email produced.
Thank in advance.

"Doug Robbins" wrote:

You have not executed the merge to a new document that contains a
section
for each record in the data source.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself
of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
For example, if the mass email was to produce 25 emails, the
first
email
generated will be complete. It will have the attachment, the
email
address,
the subject line and the body.
The body: manually written info such as, "dear" and then using
a
placeholder
(merge fields?) for the info to be populated by the data
source. (I
didn't
manually write it, the merge generates the verbiage) I saw it
referred
to
as
a placeholder in some instructions online but an example of
what I'm
talking
about looks like: name Then more manually entered info in
the
body
such
as; "The attached document contains....blah,
blah....Sincerely...etc"

As I said, the first email generated would be complete -
containing
all
elements as it should. But the next 24 would only have the
email
address
and
subject lines. Info I think is generated by the macro. But no
body
elements
whatsoever.

The problem appears to have something to do with running the
macro
because
I
can run a mail merge - (Ive tried both a form letter or an
email
merge)
and
not run the macro and all info/results are produced as they
should
be
in
the
initial and subsequent letters/emails.

I can't get the attachments included in the mass email without
running
the
macro, but at this point I can't get multiple emails (complete)
when
I
do
run
the macro.


"Doug Robbins" wrote:

I don't understand what you are doing here

This first email will also have the hand
written and information along with the poplulated info from
the
placeholders.
But none of the subsequent emails have anything.

What "hand written information"?

What do you mean by "placeholders"? Are they the mergefields?

This failure has nothing to do with the macro, you fix up the
mailmerge
so
that it produces the formletters as you want them.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail
yourself of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
Progress!!
But not 100% right. The attachment is now in the email(s).
Yey!
But
the
other problem still exists. The fields/placeholder entries
and
the
manually
entered text I created in the body of the form letter only
appear
in
the
very
first email and not in any of the subsequent emails the
program

  #23  
Old September 16th, 2005, 12:15 AM
Doug Robbins
external usenet poster
 
Posts: n/a
Default How do I mail merge to EMAIL from MS Word AND add a pdf attach

Not always, but in this case yes, I did know that I was right.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
For the benefit of anyone else - you are exactly right. (I'm sure you knew
you were!)
:-)
I can't visually see the mistake. But it may have been a space at the end
of
the extension. What I did is click address bar under toolbars when opening
up
the file so that it showed all of the path\filename etc. when I clicked
the
drop down. I then copied and pasted that - and it worked great.

"Doug Robbins" wrote:

I assume that the / is a typing mistake. I would expect to see
c:\path\filename.ext

If you have the entries in that column in the catalog or directory type
mailmerge correct, it will work. If it is out by so much as a single
space
anywhere, even after the extension, it will NOT work. The
drive\path\filename must be spot-on.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
Doug;
I just copied the file to C:/"file name.ext"
Created the new directory etc...
I did this to make sure identifying the path/file would be correct.
Still didn't work with a jpeg.


"Mmiller" wrote:

The original subject line of the thread specifies adding a pdf
attachment-that is why I made mention of it.
Regardless of that - I right clicked on the file, chose properties and
copied and then pasted the path and file name to eliminate a mistake.
Granted, what can be copied under properties only identifies
everything
BUT
the the very last part; the actual name of the file and its extension.
But I
clicked on the file once and copied the name - then pasted it to the
end
of
the first cut/paste. (I did add a back slash between the two) I don't
see
how
I could have done it wrong all that being said. Do you???
It didn't work - but the same method for a pdf did. Got any ideas?

"Doug Robbins" wrote:

You are the only one that is talking about .pdf's as attachments.
The
method will send any file as an attachment AS LONG AS THE PATH AND
FILENAME
ARE CORRECT.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
A new question on the same item:
The attachment I've chosen to create is too large as a pdf. There
are
several pictures within a flyer. I can save the created art/flyer
as
a
jpeg
and the file size is ideal. But when I try all these same
instructions,
but
have a jpeg instead of a pdf file, it doesn't work. I know the
subject of
this discussion specifies adding a pdf file, but the article you
wrote and
refer to in this thread doesn't appear to specify that the
attachments
that
can be sent are limited to pdf's. Do I need to do something
different
for
a
jpeg?

Thanks in advance.

"Doug Robbins" wrote:

It is the formletter mailmerge that must be executed to a new
document.

While the macro uses Outlook, ALL of the merging is being done
from
Word
and
Word DOES allow you to merge to a new document with the Form
Letter
in
exactly the same way that you merged to a new document with the
directory
type mailmerge.

The article says

"Then execute the mail merge that you want to send out by email
with
the
attachments and with the result of execution of that mail merge
on
the
screen"

If the result is going to be on the screen, the only way that it
can
get
there is if the merge is executed to a new document.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself
of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
I need you to be more specific please.
The instructions in your article contain two different merges.
1.Do you mean the directory type mail merge?
If so, then I did complete the last step in Outlook's
and
your
article's instructions that merged the information to a new
document.
That
new document did create a table that had all the elements from
the
data
source that I planned to use in the mass email, including, but
not
limted
to
the email address and the attachment. This new document
containing
the
table
was saved and selected later, as instructed when the file open
dialog
appears
after running the macro.
2. If you mean the "form letter" merge as you called it
earlier,
you
will
have to elaborate. There are no references to a new document in
the
article
(at the form letter merge state) and Outlook only allows you to
merge
to a
printer as the final step in the merge process. You'll have to
detail
how
to
do this.
3.Additional question - When creating the form letter merge, at
the
step
where I am to select the recipients, do I point to the original
data
source,
or to the document with the table created from my directory
type
mail
merge?
(that used the original data source to create the table) As we
proceed,
I
need to clarify which one is expected to be used.
As I've mentioned earlier, I've tried it both ways, with both
resulting
in
attachments being produced, but both leaving out essential
information
in
all
but the first email produced.
Thank in advance.

"Doug Robbins" wrote:

You have not executed the merge to a new document that
contains a
section
for each record in the data source.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail
yourself
of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in message
...
For example, if the mass email was to produce 25 emails, the
first
email
generated will be complete. It will have the attachment, the
email
address,
the subject line and the body.
The body: manually written info such as, "dear" and then
using
a
placeholder
(merge fields?) for the info to be populated by the data
source. (I
didn't
manually write it, the merge generates the verbiage) I saw
it
referred
to
as
a placeholder in some instructions online but an example of
what I'm
talking
about looks like: name Then more manually entered info
in
the
body
such
as; "The attached document contains....blah,
blah....Sincerely...etc"

As I said, the first email generated would be complete -
containing
all
elements as it should. But the next 24 would only have the
email
address
and
subject lines. Info I think is generated by the macro. But
no
body
elements
whatsoever.

The problem appears to have something to do with running the
macro
because
I
can run a mail merge - (Ive tried both a form letter or an
email
merge)
and
not run the macro and all info/results are produced as they
should
be
in
the
initial and subsequent letters/emails.

I can't get the attachments included in the mass email
without
running
the
macro, but at this point I can't get multiple emails
(complete)
when
I
do
run
the macro.


"Doug Robbins" wrote:

I don't understand what you are doing here

This first email will also have the hand
written and information along with the poplulated info from
the
placeholders.
But none of the subsequent emails have anything.

What "hand written information"?

What do you mean by "placeholders"? Are they the
mergefields?

This failure has nothing to do with the macro, you fix up
the
mailmerge
so
that it produces the formletters as you want them.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail
yourself of
my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Mmiller" wrote in
message
...
Progress!!
But not 100% right. The attachment is now in the
email(s).
Yey!
But
the
other problem still exists. The fields/placeholder
entries
and
the
manually
entered text I created in the body of the form letter
only
appear
in
the
very
first email and not in any of the subsequent emails the
program



  #24  
Old January 15th, 2007, 09:37 PM posted to microsoft.public.word.mailmerge.fields
Bradley Elder
external usenet poster
 
Posts: 4
Default How do I mail merge to EMAIL from MS Word AND add a pdf attach

Hey Doug!

Is there a way to do this in 2007?

"Doug Robbins" wrote:

See the article "Mail Merge to E-mail with Attachments" at

http://word.mvps.org/FAQs/MailMerge/...ttachments.htm


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Lily@Insight" wrote in message
...
I have an SQL database that is queried. I use these queries to mail merge
in
word - with the output going to Outlook - so that each individual email is
sent to the individual for whom it's intended. The only problem is that I
want to also include a PDF attachment.

Is this at all possible? Or am I dreaming???




  #25  
Old January 15th, 2007, 10:33 PM posted to microsoft.public.word.mailmerge.fields
Peter Jamieson
external usenet poster
 
Posts: 4,550
Default How do I mail merge to EMAIL from MS Word AND add a pdf attach

What happens differently in 2007?

As far as I know, there is no new facility in Word 2007 that will do it for
you.

Peter Jamieson

"Bradley Elder" wrote in message
...
Hey Doug!

Is there a way to do this in 2007?

"Doug Robbins" wrote:

See the article "Mail Merge to E-mail with Attachments" at

http://word.mvps.org/FAQs/MailMerge/...ttachments.htm


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
"Lily@Insight" wrote in message
...
I have an SQL database that is queried. I use these queries to mail
merge
in
word - with the output going to Outlook - so that each individual email
is
sent to the individual for whom it's intended. The only problem is
that I
want to also include a PDF attachment.

Is this at all possible? Or am I dreaming???






 




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