Forum Discussion
Mail merge to individual custom named pdf and email
I need to prepare a mail merge where word will email individual pdfs created, but name them using selected fields instead of just numbering them sequentially. TIA
1. Prepare the data source
Create Excel tables containing:
Recipient Email
Customize the file name parameters (such as "Order_Name")
Body of the message variables
2. Set up a Word mail merge
New Word document → Mail → Select Recipients (imported into Excel)
Insert the merge field into the document content
Complete the merge by selecting "Edit Individual Documents" to generate all the records
3. Batch conversion of PDF
press Ctrl+A to select the merged document
File → Print → select "Microsoft Print to PDF"
Use field codes in the output settings to name the file