The version that you can download is a trial that can be used 20 times to actually send messages. (Saving to the Drafts>Merge Tools folder for test purposes is not counted as one of those 20 uses) Then on payment of the requested amount by the message that appears each time you use it, a "Message Free" version will be sent to you. The message free version has no limits on the number of times it can be used, or on for how long it can continue to be used.
0:46 maybe I am slow, but if you have to include the path to each file, did you just create a custom file for each client? It kinda defeats the whole purpose of a merge. In other words, a file is created for each file and saved as a PDF, you might as well sending them individually. The only thing you are merging is the body of the email, not the letter. I guess it does help if your sending 10,000 emails, but if your sending 10, I don't see an advantage. The ideal thing would be to have ONE letter and that letter is individualized for each client no?>
In that case, use the Merge to Email as PDF Attachment destination when you are using the mail merge main document from which each of the PDFs is to be created by merging with the data from the data source.
The "New Outlook" is merely a re-badged version of Windows Mail and, like its predessor, does not support automation. You will almost certainly be better off using the original Outlook all the time.
Hello, what if I want to send 2 automatically generated word documents? Or if I want to attach 2 word documents that are different for every recipient?
If you have fields in the data source that contain the path\filename.ext of each of the attachments, you can add those fields to the list at the top right of the Merge with Attachments dialog.
Create a new folder in the root directory of the C: drive (I suggest naming it Merge Files, but that is not essential) and put the data source into that folder and then attach it to the mail merge main document from that location, then save the document before using the Merge Tools utilities.
If you type Outlook into the Windows Search facility, on the left you will see Outlook (New), but on the right, you will see Outlook App The menu bar in the New Outlook has just Home, View, and Help on it, while that in the original Outlook has File, Home, Send/Receive, Folder, View, Developer, and Help.
When I click on mail merge with attachments I get a message saying its only designed to run witha letters type mail merge main document ! I chose email messages mail merge
While the MergeTools only works with a Letters type mail merge main document, the output of the MergeTools process can be sent as an email message, or as a Word or PDF attachment to a covering email message that you compose in (or paste into) the space provided on the Merge with Attachments dialog.
Is there any way to use this functionality without adding attachments, my main interest is to be able to sen several mail but including an additinal addres and cc to another, is it possible? Thanks in advance!
It is not necessary to send attachments if you do not need to and you can use the Merge with Attachments facility just to be able to add CC, BCC, and custom Subject.
I have repeatedly gone through each step verifying my actions and still have no clue why my Word keeps on crashing when I just click the "Merge with Attachments" button. Does anyone know what might be the case?
Yes, if you have the invoice numbers in a field in the data source, by checking the "Data source contains a Subject field" box, you will be able to select that field, and optionally, you can insert some text that will appear before and\or after the data from that field in the subject of each of the messages.
If I click the "Merge with Attachments" butto, there is showing a notification from Microsoft Visual Basic with "Runtime 13 Type Mismatch". Please help
A Run Time Error 13 - Type mismatch will occur if: 1. There is only one field in the data source; 2. There are no mergefields in the main document; 3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe; 4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments. 5. There are empty columns or empty rows before the start of the data in the data source. 6. The result of a calculation in an Excel data source returns one of the following errors: #DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC! The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document. If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
Go to the folder where they are stored Select one document and press Ctrl+a on the key board to select all Hold the shift key down and right click on one of the selected documents Select copy as path Paste in Excel
In Windows 10, in the File Explorer, select all of the files and hold down the Shift Key and right click and then left click on Copy as Path. Then go to your Excel file and use Paste to paste the path and filename of all of the files. Note, the order may not be correct and you may need to do some sorting the get each attachment aligned with its intended recipient. In Windows 11 you do not need to hold down the Shift key when right clicking because the Copy as Path is on the Right Click list. Note however, that by using the Merge to Email as PDF Attachment for the Merge Destination in the Merge with Attachments dialog, you may be able to create each of the PDF files and send it to its intended recipient all in a single operation.
Even if you are not sending attachments, use the Merge with Attachments facility and check the box for "Data source contains a Subject field" Then from the dropdown that appears, select the field in the data source that contains the text for the subject of each email message. Note you can optionally insert text that will appear and\or after the data from the field in the data source.
A "Run-time error '440' - Array Index Out of bounds" will occur if there is a semi-colon following the last email address in a field in the data source. Use the Check Data for Email Addresses facility to check the data in the field(s) being used for the To:, CC: and or BCC: addresses It may also occur if you type an email address into the Send using Account control rather than selecting an address from the dropdown list. Or, if there are quotation marks around the data in a field that contains the path\filename.extension of the file(s) that are to be attached to each message. If you remove those quotation marks, and save the data source before attempting to use it again, the error will not occur. If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
@@dougrobbins5699 I keep receiving the array error message after removing the quotation marks from the file path. Using the "check data file names" returned colons and backslash as illegal characters, but these are used to identify the path. Should I be taking these out?
I want to send 500 PDF files to 500 mail addresses, but each file is dedicated to an address and the file must be sent only to its owner and I have the list of addresses in Excel sheet arranged digitally and I have PDF files in a folder arranged digitally as well, please can this task be accomplished in this way knowing that I do not want to send any other details except a file
Yes, that can be done with the Merge with Attachments facility if you have a field in the data source that contains the path\filename.pdf of the file for each recipient. If you need assistance, contact me at the address in the instructions.
Thanks for demonstrating my MergeTools Add-in. Note by holding down the shift key and right clicking when you have all of the attachments selected in the File Explorer and then clicking on Copy as Path, the path and filed name of each file will be copied to the clipboard so that it can be pasted into Outlook. If using WIndows 11, it is not necessary to hold down the Shift Key. Note, to make use of the Send on Behalf of facility, the user must be a DELEGATE of the account that they add to that facility. You might also demonstrate the use of the Merge to Email as PDF Attachment option as in many cases, by using that, the user can have the MergeTools both create and send the pdf files in a single operation.
Hi Mr Doug, I was trying to send some emails using your toolkit. My intention is to send an email to different recipients but using BCC. I tried clicking the Merge with Attachments button but an error message from Microsoft Visual Basic appeared telling me that there was a Run-time error '13' Type Mismatch. Can you help me with this issue, please?
@@joshuasimanjuntak1786 A Run Time Error 13 - Type mismatch will occur if: 1. There is only one field in the data source; 2. There are no mergefields in the main document; 3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe; 4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments. 5. There are empty columns or empty rows before the start of the data in the data source. 6. The result of a calculation in an Excel data source returns one of the following errors: #DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC! The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document. If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
Hi Mr Doug, any idea why when i click merge with attachment the word become freezing ? it happens after i change my microsoft account, before i change my account it works fine. thanks
@@hahaya_man Word will quite often freeze if the data source is located on OneDrive or in a folder that is synchronized with OneDrive. Note that in Microsoft 365, by default, the Desktop and the Documents folder are synchronized with OneDrive. To work around that, I recommend that you create a new folder in the root directory of the C: drive (I suggest naming it Merge Files, but that is not essential) and put the data source into that folder and then attach it to the mail merge main document from that location, then save the document before using the Merge Tools utilities. If you are still having a problem, send a copy of the mail merge main document and the data source to me at the email address in the instructions.
My MergeTools Add-in requires a Word Mailmerge Main Document, an Access or Excel Data Source and the use of the original Outlook application as the Mail application.
Where do you find the startup location when working on Mac? I can select Startup, but then it lets me choose which location I want to open in my documents.
Unless you are running Windows and Microsoft Office under Parallels, unfortunately, the implementation of Visual Basic on a Mac is not the equivalent of its implementation on a Windows computer, and as a result, my Merge Tools Add-in cannot be used on a Mac. However, Kevin Stratvert's TH-cam video at th-cam.com/video/Nl5AoLusNR4/w-d-xo.html or Leila Gharani's Email from Excel with Attachments at: th-cam.com/video/ku0NM9jhp-A/w-d-xo.html demonstrate a method of mail merging with attachments that can be used with any type of computer.
@@shidheshnaik9217 A "Run-time error '440' - Array Index Out of bounds" will occur if there is a semi-colon following the last email address in a field in the data source. Use the Check Data for Email Addresses facility to check the data in the field(s) being used for the To:, CC: and or BCC: addresses It may also occur if you type an email address into one of the Addresses fields rather than selecting a field from the data source, or, into the Send using Account control rather than selecting an address from the dropdown list. Or, if there are quotation marks around the data in a field that contains the path\filename.extension of the file(s) that are to be attached to each message. If you remove those quotation marks, and save the data source before attempting to use it again, the error will not occur. If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
A Runtime error ‘380’ - Could not set the List Index Property will occur if the Desktop Outlook Application is not set as the default mail application and if it is not configured with at least one email account.
It doesn’t work and honestly it’s 2024 it’s ridiculous that Microsoft doesn’t offer this as a Native feature you have to pay someone else to use it. My company doesn’t allow for add-ins so I just wasted time creating 40 pages to mail merge and I can’t even send them out to multiple recipients.
I am getting an error message " problem with Worksheet name, The name of the worksheet that contains data includes non- alphanumeric characters, you will need to modify the name of the worksheet,.." Would you be able to help me. I have done a few of the google suggested fixes but still get the same error. thank you
Thank you for your classes proffessor❤❤❤
You’re very welcome!
Hi Jamie, this is very useful to my job right now. I'd like to clarify if the merge tool add-in is free and not a free trial-version.
The version that you can download is a trial that can be used 20 times to actually send messages. (Saving to the Drafts>Merge Tools folder for test purposes is not counted as one of those 20 uses) Then on payment of the requested amount by the message that appears each time you use it, a "Message Free" version will be sent to you. The message free version has no limits on the number of times it can be used, or on for how long it can continue to be used.
I am getting an error
"91-object variable or with block variable not set"
please respond to this.
This was a huge help and the instructions were easy to follow. Thank you!
20 free uses and then it's $30 US. Microsoft needs to incorporate this natively into their products ASAP.
Thanks very much for the tutorial unfortunteley the add-on doesn't work on MAC.
0:46 maybe I am slow, but if you have to include the path to each file, did you just create a custom file for each client? It kinda defeats the whole purpose of a merge. In other words, a file is created for each file and saved as a PDF, you might as well sending them individually. The only thing you are merging is the body of the email, not the letter. I guess it does help if your sending 10,000 emails, but if your sending 10, I don't see an advantage. The ideal thing would be to have ONE letter and that letter is individualized for each client no?>
In that case, use the Merge to Email as PDF Attachment destination when you are using the mail merge main document from which each of the PDFs is to be created by merging with the data from the data source.
Thank you it's very useful but it can't works with excel macro enable sheet format , any help ?
Save the Excel file in xlsx format and use that file as the data source.
Great video Jamie. Could you please give me an ideia on how to insert custom clickable web links to the email merged document? Thanks
What is the limitation of using the new outlook?
Is there a way to utilize the new outlook or do I always need to switch back to the old outlook?
The "New Outlook" is merely a re-badged version of Windows Mail and, like its predessor, does not support automation. You will almost certainly be better off using the original Outlook all the time.
Hello, what if I want to send 2 automatically generated word documents? Or if I want to attach 2 word documents that are different for every recipient?
If you have fields in the data source that contain the path\filename.ext of each of the attachments, you can add those fields to the list at the top right of the Merge with Attachments dialog.
getting run time error 400 saying array overflow. Please guide what could be the reason
Same with me
Hi, can we add more than one email address in "To address"?
I keep getting an error about my files being in sync with one drive. How do I get around that please?
Create a new folder in the root directory of the C: drive (I suggest naming it Merge Files, but that is not essential) and put the data source into that folder and then attach it to the mail merge main document from that location, then save the document before using the Merge Tools utilities.
@@dougrobbins5699 its not working
Amazing, it really save me a lot of time, many thanks!
91 object variable not set in mail merge tool
What qualifies as the "New Outlook"? And will it work on Outlook online?
If you type Outlook into the Windows Search facility, on the left you will see Outlook (New), but on the right, you will see Outlook App
The menu bar in the New Outlook has just Home, View, and Help on it, while that in the original Outlook has File, Home, Send/Receive, Folder, View, Developer, and Help.
When I click on mail merge with attachments I get a message saying its only designed to run witha letters type mail merge main document ! I chose email messages mail merge
While the MergeTools only works with a Letters type mail merge main document, the output of the MergeTools process can be sent as an email message, or as a Word or PDF attachment to a covering email message that you compose in (or paste into) the space provided on the Merge with Attachments dialog.
Hi, can this be used to merge an html attachment so I have a nicely formatted email?
Yes, it can be used to do that. Contact me if you need any assistance.
@@dougrobbins5699 not sure how to contact you, tried the username as your Gmail, but didn't find the address
Is there any way to use this functionality without adding attachments, my main interest is to be able to sen several mail but including an additinal addres and cc to another, is it possible? Thanks in advance!
It is not necessary to send attachments if you do not need to and you can use the Merge with Attachments facility just to be able to add CC, BCC, and custom Subject.
I have repeatedly gone through each step verifying my actions and still have no clue why my Word keeps on crashing when I just click the "Merge with Attachments" button. Does anyone know what might be the case?
the data source cant be saved to OneDrive, save it to the local drive C
Same for me, does this work with windows 11?
Hi - is it possible to personalize the subject like invoice numbers? I will be sending out 300 invoices a month.
Yes, if you have the invoice numbers in a field in the data source, by checking the "Data source contains a Subject field" box, you will be able to select that field, and optionally, you can insert some text that will appear before and\or after the data from that field in the subject of each of the messages.
@@dougrobbins5699 thank you
Jaime i want to send 30 emais with excel sheet to different carrier emailds can u help m
If I click the "Merge with Attachments" butto, there is showing a notification from Microsoft Visual Basic with "Runtime 13 Type Mismatch". Please help
A Run Time Error 13 - Type mismatch will occur if:
1. There is only one field in the data source;
2. There are no mergefields in the main document;
3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe;
4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments.
5. There are empty columns or empty rows before the start of the data in the data source.
6. The result of a calculation in an Excel data source returns one of the following errors:
#DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC!
The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document.
If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
is there a quicker way to get the doc path? I have over 200 docs
Go to the folder where they are stored
Select one document and press Ctrl+a on the key board to select all
Hold the shift key down and right click on one of the selected documents
Select copy as path
Paste in Excel
In Windows 10, in the File Explorer, select all of the files and hold down the Shift Key and right click and then left click on Copy as Path. Then go to your Excel file and use Paste to paste the path and filename of all of the files.
Note, the order may not be correct and you may need to do some sorting the get each attachment aligned with its intended recipient.
In Windows 11 you do not need to hold down the Shift key when right clicking because the Copy as Path is on the Right Click list.
Note however, that by using the Merge to Email as PDF Attachment for the Merge Destination in the Merge with Attachments dialog, you may be able to create each of the PDF files and send it to its intended recipient all in a single operation.
GOOD MORNING SIR
COULD YOU PLS CAN I CAN SUBJECT WHILE SENDING BULK EMAIL (MAIL MERGE) KINDLY HELP
THANK YOU
Even if you are not sending attachments, use the Merge with Attachments facility and check the box for "Data source contains a Subject field" Then from the dropdown that appears, select the field in the data source that contains the text for the subject of each email message. Note you can optionally insert text that will appear and\or after the data from the field in the data source.
I would like to sent the actual Word document (for each person) not as text inside the mail, but as a PDF file.
You can do that by selecting Merge to Email as PDF Attachment from the Merge Destination dropdown in the Merge with Attachments dialog,
Sorry, it is run time error 440 saying array index out of bounds.
A "Run-time error '440' - Array Index Out of bounds" will occur if there is a semi-colon following the last email address in a field in the data source.
Use the Check Data for Email Addresses facility to check the data in the field(s) being used for the To:, CC: and or BCC: addresses
It may also occur if you type an email address into the Send using Account control rather than selecting an address from the dropdown list.
Or, if there are quotation marks around the data in a field that contains the path\filename.extension of the file(s) that are to be attached to each message. If you remove those quotation marks, and save the data source before attempting to use it again, the error will not occur.
If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
@@dougrobbins5699 I keep receiving the array error message after removing the quotation marks from the file path. Using the "check data file names" returned colons and backslash as illegal characters, but these are used to identify the path. Should I be taking these out?
@@haightpa Send me a copy of the mail merge main document and the data source and I will investigate the issue.
@@dougrobbins5699 Thanks, I just sent it to you.
@@haightpa Did you send the files to the email address in the instructions? I have not received them.
Not working for me
What happens when you try?
I want to send 500 PDF files to 500 mail addresses, but each file is dedicated to an address and the file must be sent only to its owner and I have the list of addresses in Excel sheet arranged digitally and I have PDF files in a folder arranged digitally as well, please can this task be accomplished in this way knowing that I do not want to send any other details except a file
Yes, that can be done with the Merge with Attachments facility if you have a field in the data source that contains the path\filename.pdf of the file for each recipient. If you need assistance, contact me at the address in the instructions.
Thanks for demonstrating my MergeTools Add-in.
Note by holding down the shift key and right clicking when you have all of the attachments selected in the File Explorer and then clicking on Copy as Path, the path and filed name of each file will be copied to the clipboard so that it can be pasted into Outlook. If using WIndows 11, it is not necessary to hold down the Shift Key.
Note, to make use of the Send on Behalf of facility, the user must be a DELEGATE of the account that they add to that facility.
You might also demonstrate the use of the Merge to Email as PDF Attachment option as in many cases, by using that, the user can have the MergeTools both create and send the pdf files in a single operation.
Hi Mr Doug,
I was trying to send some emails using your toolkit. My intention is to send an email to different recipients but using BCC. I tried clicking the Merge with Attachments button but an error message from Microsoft Visual Basic appeared telling me that there was a Run-time error '13' Type Mismatch. Can you help me with this issue, please?
@@joshuasimanjuntak1786
A Run Time Error 13 - Type mismatch will occur if:
1. There is only one field in the data source;
2. There are no mergefields in the main document;
3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe;
4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments.
5. There are empty columns or empty rows before the start of the data in the data source.
6. The result of a calculation in an Excel data source returns one of the following errors:
#DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC!
The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document.
If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
Hi Mr Doug, any idea why when i click merge with attachment the word become freezing ? it happens after i change my microsoft account, before i change my account it works fine. thanks
@@hahaya_man Word will quite often freeze if the data source is located on OneDrive or in a folder that is synchronized with OneDrive.
Note that in Microsoft 365, by default, the Desktop and the Documents folder are synchronized with OneDrive.
To work around that, I recommend that you create a new folder in the root directory of the C: drive (I suggest naming it Merge Files, but that is not essential) and put the data source into that folder and then attach it to the mail merge main document from that location, then save the document before using the Merge Tools utilities.
If you are still having a problem, send a copy of the mail merge main document and the data source to me at the email address in the instructions.
Hello Mr Doug thanks for this application , but its not working for me. Once i open the MergeTools add-in it says access denied.
Can you do a Mai merge using google sheets 😊
My MergeTools Add-in requires a Word Mailmerge Main Document, an Access or Excel Data Source and the use of the original Outlook application as the Mail application.
Thank you!
Where do you find the startup location when working on Mac? I can select Startup, but then it lets me choose which location I want to open in my documents.
Unless you are running Windows and Microsoft Office under Parallels, unfortunately, the implementation of Visual Basic on a Mac is not the equivalent of its implementation on a Windows computer, and as a result, my Merge Tools Add-in cannot be used on a Mac.
However, Kevin Stratvert's TH-cam video at
th-cam.com/video/Nl5AoLusNR4/w-d-xo.html
or
Leila Gharani's Email from Excel with Attachments at:
th-cam.com/video/ku0NM9jhp-A/w-d-xo.html
demonstrate a method of mail merging with attachments that can be used with any type of computer.
I am getting runtime error
What is the number shown in the Error Message?
@@dougrobbins5699 440
@@shidheshnaik9217 A "Run-time error '440' - Array Index Out of bounds" will occur if there is a semi-colon following the last email address in a field in the data source.
Use the Check Data for Email Addresses facility to check the data in the field(s) being used for the To:, CC: and or BCC: addresses
It may also occur if you type an email address into one of the Addresses fields rather than selecting a field from the data source, or, into the Send using Account control rather than selecting an address from the dropdown list.
Or, if there are quotation marks around the data in a field that contains the path\filename.extension of the file(s) that are to be attached to each message. If you remove those quotation marks, and save the data source before attempting to use it again, the error will not occur.
If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.
@@dougrobbins5699 9?
I am getting an error 380 “Could not set the ListIndex property. Invalid property value. Could I get some help on that error please
A Runtime error ‘380’ - Could not set the List Index Property will occur if the Desktop Outlook Application is not set as the default mail application and if it is not configured with at least one email account.
It doesn’t work and honestly it’s 2024 it’s ridiculous that Microsoft doesn’t offer this as a Native feature you have to pay someone else to use it. My company doesn’t allow for add-ins so I just wasted time creating 40 pages to mail merge and I can’t even send them out to multiple recipients.
Hi, can we add more than one email address in "To address"?
I am getting an error message " problem with Worksheet name, The name of the worksheet that contains data includes non- alphanumeric characters, you will need to modify the name of the worksheet,.." Would you be able to help me. I have done a few of the google suggested fixes but still get the same error. thank you
I keep getting an Error 440 run time error?
Hi, can we add more than one email address in "To address"?
Hi, can we add more than one email address in "To address"?
Hi, can we add more than one email address in "To address"?
Insert each of the email addresses into a column in the data source with a Semi-Colon separating each email address.
@@dougrobbins5699 can i use contact group name instead in the email field?