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I'm rather new to mail merge, and I am thinking with modern technology I must be missing the easier simpler way to do what I'm trying to do!
I need to create a letter using mail merge, and then email a copy of each letter to that person as a PDF file (because of Word version compatibility issues). I've been simply scrolling through the mail merge recipients on the mailings tab, and then doing "save as" with the individual's name as a PDF file, then creating individual emails and attaching each letter individually. It isn't that big of a deal since I only do 15-25 at a time, and then only a few times a year, but I'm trying to be more efficient with my time, and if I can do this in 5 minutes as opposed to 30, that would make my day. Thanks for your help! Teri |
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mail merge, pdf |
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