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#1
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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. |
#2
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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
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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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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#4
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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
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
Tags |
directory, individual, reports |
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