Set up the email content and any PDF security The name of the merge source data field that represents the "to" address. PdfMachine has to know where to get the destination or "to" email address from for each email sent. It is strongly recommended users do a test to make sure everything is as expected before doing a "real" * Send all emails to one particular address, overwriting the email address in the merge data. * Dont send any emails, just generate the PDF files.
Choose to Test or Send the Mail Merge Mail Merge Test Mode Select PDF Mail Merge from the pdfMachine Word add-inįrom the Word Add-ins tab, select the pdfMachine drop down menu and choose PDF Mail Merge The maximum number of characters in the field names, including spaces, is 40. The merge field names must contain only alphanumeric characters and the field names must not start with (0-9). The column name or record name will be the merge field name. It must contains rows (or records) of information that will be pulled in to personalize the email and PDF during the merge. Set up a mailing list to be the data source to the mail merge operation. Set up a mailing list with the individual information for each email/document. There are many explanations on the web and in the Microsoft Word help on how to create a mail merge document. Microsoft have plenty of information on how to set up the mail merge document here: Use the Mail Merge Wizard from the Microsoft Word 'Mailings' tab to set up your mail merge document. Use the Word Mail Merge Wizard to create a mail merge Word document (or open an existing one). How to send emails with PDF attachments using Word mail merge Step 1. This is performed directly from a print using embedded commands. Parameter parsing Large print jobs can be split into individual files and automatically emailed. PdfMachine Word Mail merge pdfMachine integration with Word mail merge to send batches of personalized emails with personalized Word, PowerPoint, Excel or HTML templates. pdfMachine Merge Mail merge software installed on your PC that sends batches of personalized emails with personalized PDF attachments. What are the ways to email from a mail merge with a PDF document attachment?īroadgun Software also offers several other powerful mail merge tools which allow you to automatically email personalized PDFs as attachments.
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