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#1
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IT Help - mail merge word 2007
Can anyone on here offer their services or tell me who to pay to get a mail merge template on Word 2007 work properly when you merge and send via PDF.
issue I have is I can complete the merge and email in HTML format and it send s to all recipients but I want it to send as an email PDF attachment which there is an option for but when I do this it will only convert and email to internal email recipients, it does not create the emails for external email addresses. This is something that we do often so I am willing to pay to have it sorted out properly - even if we need another back end program to sort it out. Help and recommendations very much appreciated
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RS RA The more people I meet the more I like my Dog! 12.463 1/4 mile, not bad for an old school Liberty [DECEASED] MY08 Liberty Tuned by STi Last edited by scary; 22-06-2011 at 06:45 PM. |
#2
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When selecting the To are you using an email distribution list?
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MY10 WRX hatch, Commodore VE SS, Audi Quattro, Toyota MR2, Peugeot 205 GTi, Mk2 Cortina 1600E, Triumph Dolomite Sprint |
#3
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I am using the email selected from the recipient list from an excel list.
As I said it works fine if the document becomes part of the email body in HTML format but it fails to create anymore than 1 PDF and attach to email when the merge recipients are external. If you know how to fix I am happy to pay for you to come and sort or can you direct me to a consultant that can?
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RS RA The more people I meet the more I like my Dog! 12.463 1/4 mile, not bad for an old school Liberty [DECEASED] MY08 Liberty Tuned by STi |
#4
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There's no need to pay I'll help where I can. I use MS 2010 at the office but haven't used mail merge since Office 2000. If you can jot down all the steps you've taken I can try this at work tomorrow.
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MY10 WRX hatch, Commodore VE SS, Audi Quattro, Toyota MR2, Peugeot 205 GTi, Mk2 Cortina 1600E, Triumph Dolomite Sprint |
#5
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Thanks Discobay
1. Fill out template (merge fields and data source alreday linked to template) 2. edit recipients - tick who I want it to go to 3. Preview - all works fine 4. Option that works is "finish and Merge" and send via HTML, this ends up as the word document being in the body of the message - not ideal as it is a paper based form that needs to be filled out and returned Optrion that only sends to internal email addresses and preferred way "Click merge to PDF" Record range "all" Specify PDF File name Select "automatically send PDF via email" To = email fill in email fields click OK This results in only sending the PDF to the first recipient if going to external email addresses or to only the 1st recipient if it is going external of our office.
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RS RA The more people I meet the more I like my Dog! 12.463 1/4 mile, not bad for an old school Liberty [DECEASED] MY08 Liberty Tuned by STi |
#6
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Bump - cmon how many IT people are there on this forum and no one wants to make some easy money???
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RS RA The more people I meet the more I like my Dog! 12.463 1/4 mile, not bad for an old school Liberty [DECEASED] MY08 Liberty Tuned by STi |
#7
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Quote:
Phil
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97 WRX V3 STi with goodies. |
#8
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Quote:
File size is less than 75kb
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RS RA The more people I meet the more I like my Dog! 12.463 1/4 mile, not bad for an old school Liberty [DECEASED] MY08 Liberty Tuned by STi |
#9
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Just curious why you can't just create a standard email with the pdf as an attachment and send to a distribution list?
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MY10 WRX hatch, Commodore VE SS, Audi Quattro, Toyota MR2, Peugeot 205 GTi, Mk2 Cortina 1600E, Triumph Dolomite Sprint |
#10
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Because the form that is created and merged in word is personalized and picks up on about 10 other individual requirements dependent on who it goes to. This is not a mass mailing arrangement
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RS RA The more people I meet the more I like my Dog! 12.463 1/4 mile, not bad for an old school Liberty [DECEASED] MY08 Liberty Tuned by STi |
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2007, mail, merge, word |
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