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#21
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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 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 generated will be complete. It will have the attachment, the 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 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 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 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 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 message.) I thought this was what you meant when you said "execute the 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
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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 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 generated will be complete. It will have the attachment, the 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 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 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
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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 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 generated will be complete. It will have the attachment, the 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 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 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
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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
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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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