I have created a fairly large catalogue/directory mail merge. (please see attached files, please note these are test files due to data that would be included)
My objective is to create new client statements which can then be emailed direct to contact, with a sub objective of any code/layout generated be as generic as possible so that other areas of the business could use this.
I have created the statement with preferred layout but I am unable to get this to email our contact straight from directory merge. The conatct details will be in the excel file.
I have looked at a few examples but I cannot get this working for my situation.
Can this be done to accommodate what I am doing?
I have had my system crash a few times when running the merge to print never mind process it to email, but hopefully this is just my slowish work system.
Test.docx
Test.xlsx
If there are any improvements with what I have done please don’t hold back, anything that can be changed for the better is very much appreciated.
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