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Old 02-07-2018, 11:27 AM
cam4mia cam4mia is offline Mac OS X Office 2016 for Mac
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Unhappy Used Directory to create individual PDF reports... Now I need to attach/email them somehow

Hi all,

I used a Directory merge to create reports for each of my salesmen (100+), showing their itemized sales. Initially, my super wanted me to separate them by market (easy via filter) and email the PDF's to two branch managers.

Now he wants me to personally send the individual PDF's to each salesman... So here's what I have to work with:



I have a separate xls with matching names/emails, perhaps I could somehow get word or outlook to merge/attach based on name in PDF? Maybe I'll need VBA (I'm VERY inexperienced with VBA fyi...)? Ideas welcome... I'm okay with an extensive setup, I just need it to be quick for future use as I'll be sending these weekly.
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Old 02-07-2018, 02:43 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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For that, you may want to try one of the Many-to-One Mail Merge add-ins, available from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB
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Old 04-02-2018, 01:47 PM
cam4mia cam4mia is offline Mac OS X Office 2016 for Mac
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Unfortunately, I'm on a Macbook so I'm unable to use Gmayor's add-on. Is Doug Robbins' compatible?
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Old 04-02-2018, 02:32 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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I don't believe either of those addins works on a Mac and I'm not aware of any Mac-compatible macros (which is what would be required) for doing this.

If its OK to send the report in the body of the email instead of as an attachment to it, and you have a separate worksheet or workbook with a list of the salesmen, you could use a DATABASE field in a normal ‘email’ mailmerge main document (I'm assuming DATABASE fields work on Macs). An outline of this approach can be found in my reply at: https://answers.microsoft.com/en-us/...f-8642e46fa103
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