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

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???

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???

The article refers to a "clickyes" utility at express.com. I couldn't find
this utility at their site. Additionally, I see in another post on the same
subject matter that someone had problems after installing that utility. They,
like me are using Office 2003. Is the utility still available, and is it okay
to use/run with Office 2003 and the mail merge/email with attachments
process? Or will it mess up the process like described in "Email merge, how
do I work around the security feature?", posted by Jaloway.

"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???

Just tried to follow instructions you wrote "Mail Merge to E-mail with
Attachments.
I created the macro, but it was my first. I simply copied and pasted the
info from your articleinto the visual basic editor so as to avoid typos, then
added the macro to the tool bar. But I get following error message when I run
the macro:
Compile Error:
User-defined type not defined.
Then the macro editor is opened and the following is highlighted:
(The middle line is highlighted - I've included a line before and after to
identify)

Dim bStarted As Boolean

Dim oOutlookApp As Outlook.Application

Dim oItem As Outlook.MailItem
Since I've copied and pasted, I don't know how it is in the macro. I think
it may have been in the course of when and where to run the macro. I had no
trouble creating the directory merge, and then using it as the source for my
data in the email merge. But I have tried running this macro at every step in
the process of creating the email merge and I get the same error message. The
end resut is an email merge that does exactly as it should - but there is
only a reference to the attachment in the email - no real attachment.

"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???

The Express Click Yes is now available from
http://www.contextmagic.com/express-clickyes/

Almost certainly the error that you are getting is because you did not set
the reference to the Outlook Object Library as it mentions that you must do
in the Preparations part of the article.

--
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
...
Just tried to follow instructions you wrote "Mail Merge to E-mail with
Attachments.
I created the macro, but it was my first. I simply copied and pasted the
info from your articleinto the visual basic editor so as to avoid typos,
then
added the macro to the tool bar. But I get following error message when I
run
the macro:
Compile Error:
User-defined type not defined.
Then the macro editor is opened and the following is highlighted:
(The middle line is highlighted - I've included a line before and after to
identify)

Dim bStarted As Boolean

Dim oOutlookApp As Outlook.Application

Dim oItem As Outlook.MailItem
Since I've copied and pasted, I don't know how it is in the macro. I think
it may have been in the course of when and where to run the macro. I had
no
trouble creating the directory merge, and then using it as the source for
my
data in the email merge. But I have tried running this macro at every step
in
the process of creating the email merge and I get the same error message.
The
end resut is an email merge that does exactly as it should - but there is
only a reference to the attachment in the email - no real attachment.

"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???

Thanks Doug.
Did that- but had the wrong one checked. Got that fixed and yes, the macro
performs without any error message. But the whole process is still not
working right.
If I hit the macro key before the very last step of merging the document
with electronic mail, then the resulting merge has none of the email message
I created in the body of the document. The body of the email is completely
blank. In addition to the field for the attachment, I also chose a name field
when creating/executing this mail merge. None of the manually created message
or the field information showed up. If I wait and hit the macro key after the
last step of merging to electronic mail, then the office program/merge
creates the emails as it would without the macro. The email has all the body
elements, but only a drive path, file name reference to the attachment. No
actual attachment. Hitting the macro after this step has a whole new set of
emails generated again, but they are like the first scenario -blank. Only the
address and subject line are carrying over. Can you identify what I've done
wrong or left out?
I'm trying hard! :-)

"Doug Robbins" wrote:

The Express Click Yes is now available from
http://www.contextmagic.com/express-clickyes/

Almost certainly the error that you are getting is because you did not set
the reference to the Outlook Object Library as it mentions that you must do
in the Preparations part of the article.

--
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
...
Just tried to follow instructions you wrote "Mail Merge to E-mail with
Attachments.
I created the macro, but it was my first. I simply copied and pasted the
info from your articleinto the visual basic editor so as to avoid typos,
then
added the macro to the tool bar. But I get following error message when I
run
the macro:
Compile Error:
User-defined type not defined.
Then the macro editor is opened and the following is highlighted:
(The middle line is highlighted - I've included a line before and after to
identify)

Dim bStarted As Boolean

Dim oOutlookApp As Outlook.Application

Dim oItem As Outlook.MailItem
Since I've copied and pasted, I don't know how it is in the macro. I think
it may have been in the course of when and where to run the macro. I had
no
trouble creating the directory merge, and then using it as the source for
my
data in the email merge. But I have tried running this macro at every step
in
the process of creating the email merge and I get the same error message.
The
end resut is an email merge that does exactly as it should - but there is
only a reference to the attachment in the email - no real attachment.

"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???

Re-read the instructions. They say quite clearly that the merge must be
executed to a new document and they do not say anything amount merging to
electronic mail.

--
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
...
Thanks Doug.
Did that- but had the wrong one checked. Got that fixed and yes, the macro
performs without any error message. But the whole process is still not
working right.
If I hit the macro key before the very last step of merging the document
with electronic mail, then the resulting merge has none of the email
message
I created in the body of the document. The body of the email is completely
blank. In addition to the field for the attachment, I also chose a name
field
when creating/executing this mail merge. None of the manually created
message
or the field information showed up. If I wait and hit the macro key after
the
last step of merging to electronic mail, then the office program/merge
creates the emails as it would without the macro. The email has all the
body
elements, but only a drive path, file name reference to the attachment. No
actual attachment. Hitting the macro after this step has a whole new set
of
emails generated again, but they are like the first scenario -blank. Only
the
address and subject line are carrying over. Can you identify what I've
done
wrong or left out?
I'm trying hard! :-)

"Doug Robbins" wrote:

The Express Click Yes is now available from
http://www.contextmagic.com/express-clickyes/

Almost certainly the error that you are getting is because you did not
set
the reference to the Outlook Object Library as it mentions that you must
do
in the Preparations part of the article.

--
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
...
Just tried to follow instructions you wrote "Mail Merge to E-mail with
Attachments.
I created the macro, but it was my first. I simply copied and pasted
the
info from your articleinto the visual basic editor so as to avoid
typos,
then
added the macro to the tool bar. But I get following error message when
I
run
the macro:
Compile Error:
User-defined type not defined.
Then the macro editor is opened and the following is highlighted:
(The middle line is highlighted - I've included a line before and after
to
identify)

Dim bStarted As Boolean

Dim oOutlookApp As Outlook.Application

Dim oItem As Outlook.MailItem
Since I've copied and pasted, I don't know how it is in the macro. I
think
it may have been in the course of when and where to run the macro. I
had
no
trouble creating the directory merge, and then using it as the source
for
my
data in the email merge. But I have tried running this macro at every
step
in
the process of creating the email merge and I get the same error
message.
The
end resut is an email merge that does exactly as it should - but there
is
only a reference to the attachment in the email - no real attachment.

"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???

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 is clear to
you, will you please specify?
By the way, I was incorrect - when I run the macro at either point in the
process, the very first email will have the drive\path\filename reference to
the attachment - but no attachment. 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.

Thanks! :-)
"Doug Robbins" wrote:

Re-read the instructions. They say quite clearly that the merge must be
executed to a new document and they do not say anything amount merging to
electronic mail.

--
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
...
Thanks Doug.
Did that- but had the wrong one checked. Got that fixed and yes, the macro
performs without any error message. But the whole process is still not
working right.
If I hit the macro key before the very last step of merging the document
with electronic mail, then the resulting merge has none of the email
message
I created in the body of the document. The body of the email is completely
blank. In addition to the field for the attachment, I also chose a name
field
when creating/executing this mail merge. None of the manually created
message
or the field information showed up. If I wait and hit the macro key after
the
last step of merging to electronic mail, then the office program/merge
creates the emails as it would without the macro. The email has all the
body
elements, but only a drive path, file name reference to the attachment. No
actual attachment. Hitting the macro after this step has a whole new set
of
emails generated again, but they are like the first scenario -blank. Only
the
address and subject line are carrying over. Can you identify what I've
done
wrong or left out?
I'm trying hard! :-)

"Doug Robbins" wrote:

The Express Click Yes is now available from
http://www.contextmagic.com/express-clickyes/

Almost certainly the error that you are getting is because you did not
set
the reference to the Outlook Object Library as it mentions that you must
do
in the Preparations part of the article.

--
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
...
Just tried to follow instructions you wrote "Mail Merge to E-mail with
Attachments.
I created the macro, but it was my first. I simply copied and pasted
the
info from your articleinto the visual basic editor so as to avoid
typos,
then
added the macro to the tool bar. But I get following error message when
I
run
the macro:
Compile Error:
User-defined type not defined.
Then the macro editor is opened and the following is highlighted:
(The middle line is highlighted - I've included a line before and after
to
identify)

Dim bStarted As Boolean

Dim oOutlookApp As Outlook.Application

Dim oItem As Outlook.MailItem
Since I've copied and pasted, I don't know how it is in the macro. I
think
it may have been in the course of when and where to run the macro. I
had
no
trouble creating the directory merge, and then using it as the source
for
my
data in the email merge. But I have tried running this macro at every
step
in
the process of creating the email merge and I get the same error
message.
The
end resut is an email merge that does exactly as it should - but there
is
only a reference to the attachment in the email - no real attachment.

"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???

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 is clear to
you, will you please specify?
By the way, I was incorrect - when I run the macro at either point in the
process, the very first email will have the drive\path\filename reference
to
the attachment - but no attachment. 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.

Thanks! :-)
"Doug Robbins" wrote:

Re-read the instructions. They say quite clearly that the merge must be
executed to a new document and they do not say anything amount merging to
electronic mail.

--
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
...
Thanks Doug.
Did that- but had the wrong one checked. Got that fixed and yes, the
macro
performs without any error message. But the whole process is still not
working right.
If I hit the macro key before the very last step of merging the
document
with electronic mail, then the resulting merge has none of the email
message
I created in the body of the document. The body of the email is
completely
blank. In addition to the field for the attachment, I also chose a name
field
when creating/executing this mail merge. None of the manually created
message
or the field information showed up. If I wait and hit the macro key
after
the
last step of merging to electronic mail, then the office program/merge
creates the emails as it would without the macro. The email has all the
body
elements, but only a drive path, file name reference to the attachment.
No
actual attachment. Hitting the macro after this step has a whole new
set
of
emails generated again, but they are like the first scenario -blank.
Only
the
address and subject line are carrying over. Can you identify what I've
done
wrong or left out?
I'm trying hard! :-)

"Doug Robbins" wrote:

The Express Click Yes is now available from
http://www.contextmagic.com/express-clickyes/

Almost certainly the error that you are getting is because you did not
set
the reference to the Outlook Object Library as it mentions that you
must
do
in the Preparations part of the article.

--
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
...
Just tried to follow instructions you wrote "Mail Merge to E-mail
with
Attachments.
I created the macro, but it was my first. I simply copied and pasted
the
info from your articleinto the visual basic editor so as to avoid
typos,
then
added the macro to the tool bar. But I get following error message
when
I
run
the macro:
Compile Error:
User-defined type not defined.
Then the macro editor is opened and the following is highlighted:
(The middle line is highlighted - I've included a line before and
after
to
identify)

Dim bStarted As Boolean

Dim oOutlookApp As Outlook.Application

Dim oItem As Outlook.MailItem
Since I've copied and pasted, I don't know how it is in the macro. I
think
it may have been in the course of when and where to run the macro. I
had
no
trouble creating the directory merge, and then using it as the
source
for
my
data in the email merge. But I have tried running this macro at
every
step
in
the process of creating the email merge and I get the same error
message.
The
end resut is an email merge that does exactly as it should - but
there
is
only a reference to the attachment in the email - no real
attachment.

"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???

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 is clear to
you, will you please specify?
By the way, I was incorrect - when I run the macro at either point in the
process, the very first email will have the drive\path\filename reference
to
the attachment - but no attachment. 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.

Thanks! :-)
"Doug Robbins" wrote:

Re-read the instructions. They say quite clearly that the merge must be
executed to a new document and they do not say anything amount merging to
electronic mail.

--
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
...
Thanks Doug.
Did that- but had the wrong one checked. Got that fixed and yes, the
macro
performs without any error message. But the whole process is still not
working right.
If I hit the macro key before the very last step of merging the
document
with electronic mail, then the resulting merge has none of the email
message
I created in the body of the document. The body of the email is
completely
blank. In addition to the field for the attachment, I also chose a name
field
when creating/executing this mail merge. None of the manually created
message
or the field information showed up. If I wait and hit the macro key
after
the
last step of merging to electronic mail, then the office program/merge
creates the emails as it would without the macro. The email has all the
body
elements, but only a drive path, file name reference to the attachment.
No
actual attachment. Hitting the macro after this step has a whole new
set
of
emails generated again, but they are like the first scenario -blank.
Only
the
address and subject line are carrying over. Can you identify what I've
done
wrong or left out?
I'm trying hard! :-)

"Doug Robbins" wrote:

The Express Click Yes is now available from
http://www.contextmagic.com/express-clickyes/

Almost certainly the error that you are getting is because you did not
set
the reference to the Outlook Object Library as it mentions that you
must
do
in the Preparations part of the article.

--
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
...
Just tried to follow instructions you wrote "Mail Merge to E-mail
with
Attachments.
I created the macro, but it was my first. I simply copied and pasted
the
info from your articleinto the visual basic editor so as to avoid
typos,
then
added the macro to the tool bar. But I get following error message
when
I
run
the macro:
Compile Error:
User-defined type not defined.
Then the macro editor is opened and the following is highlighted:
(The middle line is highlighted - I've included a line before and
after
to
identify)

Dim bStarted As Boolean

Dim oOutlookApp As Outlook.Application

Dim oItem As Outlook.MailItem
Since I've copied and pasted, I don't know how it is in the macro. I
think
it may have been in the course of when and where to run the macro. I
had
no
trouble creating the directory merge, and then using it as the
source
for
my
data in the email merge. But I have tried running this macro at
every
step
in
the process of creating the email merge and I get the same error
message.
The
end resut is an email merge that does exactly as it should - but
there
is
only a reference to the attachment in the email - no real
attachment.

"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???