Mail Merge and email separate named files

stroffso

Board Regular
Joined
Jul 12, 2016
Messages
160
Office Version
  1. 365
Platform
  1. Windows
Hi all,
I have a mail merge list (tabname "Datasheet" which runs a mail merge fine however I want to add a few extra steps which I cant appear to be able to do in word.

As well as sending to one person I want to CC a number of other people (based on column J in the datasheet). Also I would then like to PDF the letter and email it all in one go but also have some standard text in the body of each email (also pulling from the Datasheet tab).

Does anyone know if this is possible?

I was thinking rather then using word maybe doing up the letter in an Excel tab and then have some form of looping code to PDF the letter and then email it which would also be fine I just dont know where to start, any advice is greatly appreciated,

thanks
 

Excel Facts

Can Excel fill bagel flavors?
You can teach Excel a new custom list. Type the list in cells, File, Options, Advanced, Edit Custom Lists, Import, OK
So i have worked out a way to PDF the files automatically, just need to work out the emailing bit now
 
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