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Mail Merge for Excel files???

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by adam.greenspoon

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The user wishes to send out two Excel files and one Word file to a listing of about 100 e-mail addresses. The Word document is the same for all recipients, but the Excel sheets are customized for each user. Is there a way to automate the sending of all 3 documents, without going into a macro?

2 replies

by dklippert

You can use an If/Then field in the merge. Assuming there is a flag in the data base to indentify the unique recipient.
The code would look some thing like:
{if {Mergefield1}= "Yes" Excel1 Excel2}

by shanghai sam

This doesn't quite answer my dilemma. I'm really trying to use more than one source data document. I would like to accomplish two things:

1) find the e-mail address for the particular individual
2) find the corresponding Excel spreadsheet for that individual
3) Send the a form letter to that individual
4) Embed the corresponding Excel file (attachment) in the Word form and send it off to the particular individual as as e-mail attachment

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