Word and Outlook and Excel

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Resolved · Medium Priority · Version 2007

8 posts

ReplyWed 1 Jul 2009, 16:17Delegate Fiona said...

Fiona has attended:
Excel Intermediate course
Excel Advanced course

Word and Outlook and Excel

Is it possible to mail merge an e-mail with an attachment?
if so how?

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2,024 posts

ReplyThu 2 Jul 2009, 09:35Trainer Amanda said...

RE: Word and Outlook and Excel

Hello Fiona

Thank you for your question.

I think this would be possible, if you started a new email message, attached the file, then followed through the mail merge process (instructions attached) in Outlook. You would need to have Word set as your email editor in Outlook for this to work.

Kind regards
Amanda

Attached files...

Main Merge From Excel To E-Mail.doc

8 posts

ReplyThu 2 Jul 2009, 11:48Delegate Fiona said...

RE: Word and Outlook and Excel

Hi Amanda,
thank you for this, however could you send instructions for 2007?
Thanks
Fi

2,024 posts

ReplyThu 2 Jul 2009, 13:27Trainer Amanda said...

RE: Word and Outlook and Excel

Hi Fiona

I don't have any written instructions for 2007, however the process will be pretty much the same...if Word is set as your email editor, do you have a Tools tab available within the email when you start a new mail message? If so then it should have the Letters and Mailing button or something similar that would launch the Mail Merge Wizard for you.

Kind regards
Amanda

8 posts

ReplyThu 16 Jul 2009, 13:33Delegate Fiona said...

RE: Word and Outlook and Excel

Sorry for the delay in responding, we have tried this, but have been unable to set this up.

2,024 posts

ReplyFri 17 Jul 2009, 17:24Trainer Amanda said...

RE: Word and Outlook and Excel

Hi Fiona

I'll have to have a look into this in a bit more detail next week, I'll see what I can come up with and respond to you again, hopefully with something useful!

Kind regards
Amanda

2,024 posts

ReplyMon 20 Jul 2009, 15:33Trainer Amanda said...

RE: Word and Outlook and Excel

Hello Fi

I've had a bit more of a look into this for you, it seems that creating an email mail merge with an attachment in Outlook 2007 is not as straightforward as in the 2003 version.

I could only find instructions for creating a mail merge in Outlook without an attachment (below):
http://www.howto-outlook.com/howto/mailmerge.htm

It seems that if you would like to include an attachment with the mail merge, this requires VBA coding or using a third-party add-in (see link below):
http://www.outlook-tips.net/archives/2007/20070209.htm

Kind regards
Amanda

Mon 27 Jul 2009: Automatically marked as resolved.

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