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Mail Merge for Excel files???

By adam.greenspoon ·
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?

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Mail Merge for Excel files???

by DKlippert In reply to Mail Merge for Excel file ...

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}

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Mail Merge for Excel files???

by Shanghai Sam In reply to Mail Merge for Excel file ...

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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