Word For Mac Mail Merge Converter

Have you ever wished that you could do an email Mail Merge with PDF attachments as the merged results? There are a variety of reasons you may want to do this. Maybe you would like to send individual PDF letters to students via email attachment, or perhaps you want to have a partially completed PDF form that is personalized for each person you are emailing. The possibilities are endless! By the way, big thanks to Julie and Meghan for having an awesome question in last week’s Word session that has inspired this Byte!

Background

  • Today I am going to be referencing an Add In that comes with the installationof Acrobat DC on a computer. Torequest Acrobat DC, or other Adobe CreativeCloud programs, contact the Help Desk at 4357.

Select the Mailings tab, then click Insert Merge Field, then choose your merge field. Repeat the steps to populate your document with the appropriate merge fields. Save the form letter, select the. I am looking for a way to do an e-mail merge using Outlook 2011 (or even Entourage 2008) on the Mac. It is extremely easy to do this through the Windows version of Outlook, but I can’t seem to.

I've tried to go through the typical steps for a mail merge to labels (I've done many over the years), but in the past two days every time I attempt to 'finish the merge', Microsoft Word becomes unresponsive and I have to use the task manager to close it. I tried printing all labels and editing individuals with the same result. In Word, select Mailings Start Mail Merge choose type. Then, Mailings Select Recipients Use an Existing List Open the sheet. Insert merge fields in Word by going to Mailings Insert Merge Field. Pick a field, and press Insert. This Apple support communities discussion has some interesting other workarounds in Mac OS X for doing an email merge, including using the Mail Merge add-on for Thunderbird. Microsoft Office (Excel, Word, Outlook) Email Merge. This blog post is really about how to do an email merge using Microsoft Office on a Mac, so here are the steps.

  • Also, for these exercises, I am assuming you have some experience with Mail Merge in Word. If you have never merged before, or are not comfortable with the process, please come attend my Microsoft Word Essentials training! You will be comfortable with it in no time.

On the Mail Merge Manager in Word - I get the message 'this file needs to be opened by the excel Workbook text converter which may pose a security risk. I click OK and get the message 'The converter n. 287MB / Apr 3 2020. High quality editor will make your word expression more powerful. No fear black violin download. Free PDF converter, PDF editor, PDF manager for merge.

Exercise Files

Here are a couple files for experimentation, if you would liketo follow along:

  • Sample Letter Word Document: this is your file that you would like to turn into a merged PDF for recipients. This is a fictional letter for potential students.
  • Mail Merge Database Excel File: this is a fictional database for linking to the merge document.
  • Important: you should save these both to your desktop before starting, since you will have to browse to find the Excel file when merging.

Creating the Merge

You will start this merge like any other email merge:

1. Open the Sample Letter Word file.

2. Go to Mailings tab and select Start Mail Merge

3. Select Letters

4. Select Recipients and browse for the Excel file

5. Insert Merge Fields as desired. I am going to insert:

  • Address block
  • Greeting line, and
  • Interest field

Work Offline

In real life, this is an optional step when doing an emailmerge, but I will ask you to do it this time, since we are working with fakeemail accounts, and you probably don’t want to receive a bunch of bounce backemails. When you work Offline in Outlook, it allows you the opportunity toreview your email merge before going back online and sending them.

  • In Outlook, go to the send/receive tab and select Work Offline.

Finish and Merge

1. Instead of going to Finish and Merge, like we usually do, we are going to select Merge to Adobe PDF.

Easeus license code mac. 2. In the popup screen:

  • Specify a name for your PDF
  • Check the box next to Automatically send Adobe PDF files by Email. Email data will populate by default, but that is something that could be changed if the wrong column is selected.
  • Type in a special email Message, if desired.
  • Press Ok

3. Select a location to save the merged PDF files. This creates separate PDFs for each of the merge results, for your records.

If there you don’t see a location that will work, notice you can also create a new folder in the lower left.

Double Check Results

  1. Open your Outlook.
  2. Since you are working Offline, these files are going to be sitting in your Outbox. You should see a number on the left side of your screen next to Outbox. Click on the Outbox to access the folder.

3. You will see a list of emails. Double click on any of them and take a look at the email that is set to send. You will see your message, subject line, and a PDF attachment.

4. Double click on the attachment. Here is the letter you wanted to send, as a PDF attachment.

5. The individual PDFs are also living wherever you chose to store them on the previous section, step 3.

Work Online

Don’t forget that you need to go back online again with yourOutlook! When you go back online, all of the emails in your outbox are going tosend automatically, and in this case (with our fake emails) is not a good idea.

  1. Click on the red X to the right of of each ofthe emails to delete them.
  2. When you are finished, revisit the Send/Receive tab and toggle off the Work Offline button to go back onlineagain.

Thoughts?

Will you use this in your area? I would love to hear how youplan to use this tool!

Congratulations, Power Users!

Word For Mac Mail Merge Converter Files

Congratulations to our newest Power Users! For the fullgallery, and more information about the WSU Microsoft Office Power UserProgram, please visit: wichita.edu/poweruser

I just updated to the new Yosemite operating system. I have been trying to mail merge an excel document into a Word document to make labels and keep getting the message that says 'This file needs to be opened by the Excel Workbook text converter, which may pose a security risk if the file you are opening is a malicious file. Choose OK to open this file only if you are sure it is from a trusted source.' Which it is, because I made the excel spreadsheet. Then, I hit okay and I get this, 'The converter necessary to open this file cannot be found.'

If anyone can help me, I need very basic step by step directions, as I am not a technology savy person. I have NEVER had any problems like this so I do not know how to fix it. Any help would be greatly appreciated!

OS X Yosemite (10.10.1)

Word For Mac Mail Merge Converter Pdf

Posted on Jan 11, 2015 9:55 AM