Forum Discussion
Way to mail merge to send attachments
hello
I hope you are well. Is there a way to use Outlook to merge attachments. For example if I have a list of certificates that I want to send to people (they are in PDF format) - is there a way to do a mail merge that allows me to send the correct certificate to the correct person. I am aware there are third party tools to do this but is there anyway within Outlook (maybe using Power Automate?) that would allow me to do that. Thank you
2 Replies
- PaxtonRebelIron Contributor
1. Use Word's Mail Merge feature to create emails.
2. If you need to add attachments, you can add them manually, email by email, or use a third-party tool (such as Mail Merge Toolkit or AbleBits Mail Merge) to add attachments automatically.
3. Ensure that the data source contains a field for the path or filename of the attachment so that it can be referenced during the merge.
4. if the mail volume is small, adding attachments manually is a simple and straightforward method; if the mail volume is large, it is recommended to use a third-party tool to improve efficiency.”- agwalshBrass Contributor
Thanks for the reply. I'm OK with doing mail merge and adding the attachments manually. I was trying to see if there was a way to automate it more within the Outlook environment. Thanks for your tips. Much appreciated.