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mail merging with attachments

  • 1.  mail merging with attachments

    Posted 8 days ago
    Due to the current pandemic, our office is switching from paper receipting to electronic.  Currently I am able to convert all our receipts into one PDF document.  What I need help in is:

    1. Separating each receipt from the main PDF into separate PDF's at one go.  This is to differentiate each receipt.  Currently a very manual process. 
    2. Incorporating the PDF's into a mail merge so that each recipient gets their specific receipt.  I currently mail merge email address and recipients from an Excel document onto Outlook using Microsoft word.  I am thinking that imbedding each PDF into the Excel document might work, but I am stuck.  And I am thinking that this too may be a very manual process. 

    Any advice or ideas are welcome.

    Thanks,
    Leal

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    Leal Musni
    Assistant Director, Gifts and Records Management
    Rush University Medical Center
    leal_musni@rush.edu
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  • 2.  RE: mail merging with attachments

    Posted 8 days ago
    Good Morning Leal,

    You're likely going to get quite a few different types of responses because there are many ways to accomplish this task :).  What would be helpful is if you could share (privately or publically) ,what type of software you can use for email portion?  Is it just outlook/excel? 

    For the PDF separation depending on the version of Adobe you're using (may be a good time for an upgrade) you could try the following (https://acrobat.adobe.com/us/en/acrobat/how-to/split-pdf-pages.html):

    1. Open the PDF in Acrobat DC.

    2. Choose "Organize Pages" > "Split."

    3. Choose how you want to split a single file or multiple files.

    4. Name and save: Click "Output Options" to decide where to save, what to name, and how to split your file.

    5. Split your PDF: Click "OK" and then "Split" to finish. You can use additional PDF tools to extract pages or delete pages.

    6. Save as new file:
      Name your new PDF file and click the "Save" button. That's it


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    Mark Walcott
    Executive Director, Advancement System & Reporting
    University of Houston
    ..::Proud aasp Board Member::..
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  • 3.  RE: mail merging with attachments

    Posted 8 days ago
    Can you do a mail merge from your batch directly into email, and provide all the receipting information in the email? That way you skip the PDF step entirely.

    Alternatively, if you do need to send PDFs, you can do this via Outlook by putting the file name and path into your Excel document. Here's a video that explains how:  https://www.youtube.com/watch?time_continue=46&v=pcFAnxGTgRk&feature=emb_logo  




    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:






  • 4.  RE: mail merging with attachments

    Posted 4 days ago
    Hi, those of you who use RE/NXT can now use PDF Attachments that is a recently added feature of ReceipterPro.

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    Art Gerstein
    External Affairs
    DonorTek LLC
    art.gerstein-contractor@donortek.comhttps://donortek.com/receipterpro/
    ------------------------------