NO CODE - mail merge to Outlook with attachment with CC

[GillianHG]

Hi - I've been reading posts here regarding mail merging to Outlook with
attachments or CC and it seems to require VBA code to do this. I'm not
allowed to do any coding in my current environment so these posts and the MVP
article do not help me. I have a customer who needs to know if she can do the
any or all of the following without using VB code:

Mail merge in word to email messages and/or
1. Customize individual messages when sending (the workaround I figured is
to customize the onscreen message and then using the Merge to email dialog,
choose Current Record and do that message by messge)
2. Through the mail merge tool use a CC field
3. Through the mail merge tool include an Outlook signature (my workaround -
cut and paste from Outlook into Word)
4. Through the mail merge tool include an attachment (my workaround - get to
step 5 of the merge and then send each individually using the File, Send To
command - that gives the outgoing mail message screen where you can include
attachment and also CC)

She wants to basically use Outlook in Word to send multiple emails that are
largely the same with flexibility to customize each before sending.

I do not believe it is possible to do this using simply the Mail Merge tool
in Word and all my research supports this. Can someone please tell me if it
is possible to do this?

-
Thanks,
GillianHG

 

[Doug Robbins]

If it serves the purpose, there is no legitimate reason to prevent people
from creating macros to perform tasks in an efficient manner.

That said, there is no reason that the process cannot be done manually -
Execute the mailmerge to a new document, then select and copy each section
in turn, paste into a new document, use File>Send to which will open mail
program, allowing you to add attachments, enter the addressee etc. etc. -
Very mind numbing and prone to errors.

--
Please respond to the Newsgroup for the benefit of others who may be
interested. Questions sent directly to me will only be answered on a paid
consulting basis.

Hope this helps,
Doug Robbins - Word MVP

 

[BrianH]

Another slightly less tedious way is, working offline, to use the Mail Merge
Wizard in Word to generate the emails. Then switch to Outlook where they
will be found in the Outbox. Now add the attachment to each, manually, and
when done go online again.