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Hi! In this video, you will learn how to mail merge with PDF attachment in Word so that each recipient will receive only the documents created and designated for them This feature is not available in Microsoft Office by default but can be added by Mail Merge Toolkit a reliable add-in from MAPILab. Will go with a basic scenario where a single Word document will be used as a template to generate multiple invoices that will be sent as PDF attachments. Note, if you want to send an already existing file, check out our other video on mail merging with attachments. Now, lets see what has to be done. We will use an Excel spreadsheet as the data source but other types of databases can be used too. We will use an invoice template and add Merge Fields that can be found at the Mailings tab. The invoice will be converted to a PDF and attached during the mail merge. Note, we will edit the email text in one of the following steps. So, instead of the default Finish and Merge, we use another button M
