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