To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made.(Example: shortcut^10 group gives shortcut 10 times the weight as group.) This feature is described in the article Mail Merge with PDF attachments in Outlook. You just need a select PDF attachment in the message format and fill in the text which will be displayed in the message body. Follow the term with ^ and a positive number that indicates the weight given that term. Try Mail Merge Toolkit, the only way to distribute a number of personalized PDF files with a few mouse clicks. For multi-term searches, you can specify a priority for terms in your search.
Mail merge with pdf attachment software#
(Example: title:configuration finds the topic titled “Changing the software configuration.”)
(Example: inst* finds installation and instructions.) The wildcard can be used anywhere in a search term.
Mail merge with pdf attachment install#
The search also uses fuzzy matching to account for partial words (such as install and installs).
If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Note: If the target folder contains multiple files with the same filename (but different extensions - e.g., a file named My Docs but with. You can monitor the execution and completion status of the Flow by visiting the Flow Runs Page or click Done to exit the Flow panel.The search returns topics that contain terms you enter. If this is the first time you have used the Flow, you may need to sign in to your OneDrive account.Ĭlick the “ Run Flow” to execute the Flow process. With the cell(s) selected, click the “ Run” arrow. If you select all the rows in the table ( you can get away with only selecting the column of PDF filenames), the Flow will process all selected rows. In my example I have created PDF files with a consistent filename format using the customer account number and the month. From the Word Add-ins tab, select the pdfMachine drop down menu and choose PDF Mail Merge Step 4. If you select a single “File Name” cell in the table, the Flow will only process that single row’s PDF comparison and deliver a single email message. Select PDF Mail Merge from the pdfMachine Word add-in. Now it also can encrypt PDF and DOCX documents with a password. It allows you to send attachments, personalize subject lines, select the sender account, use CC/BCC fields and much more. Once you have activated Flow the following panel appears to the right of the Excel window listing all of the Power Automate Flows that are compatible with Excel. Mail Merge Toolkit is a powerful add-in for Microsoft Office that significantly expands the built-in mass mailing features. NOTE: If you do not have the Flow option, you can add the feature by selecting Insert -> Get Add-Ins, search for Flow, then add it to Excel. To execute the Flow, select the Data tab and click Flow from the Automation group. Return to OneDrive and open the Excel file that contains our table of email address and PDF file preferences. In the “ Get File Content” panel, scroll down the list of Dynamic Content and select “ Id”.Ĭlick “ Add an Action” to begin setting up the email operation. Scroll down the list of Actions to locate the “ Get File Content” action. Like we did previously, in the “ Choose an Operation” panel, search for “ OneDrive” and select “ OneDrive for Business”. To define what happens if one of the PDF file’s display names matches the listed filename in the Excel cell, click the “ Add an Action” located in the “ If Yes” panel. Next, we set the logical operator to “ is equal to” and set the comparator to the “ Display Name” option. Scrolling down the list of Dynamic Content, we come across an entry for the “ File Name” field from the Excel file’s table. We need to point to the column in the Excel file labeled “ File Name”. Our objective is to cross-check the name of the PDF file against the current row’s defined filename. This is like writing an IF statement in Excel except it will be created using all point-and-click actions. This allows checking to see if something occurs based on some form of logic and then act in one of two fashions. Next, click “ Add an Action” to add another “ Control”. Scrolling down the list of Dynamic Content, we select “ Value” from the list. We need to use an output from the previous step.
Select the control labeled “ Apply to Each”. In the “ Choose an Operation” panel, select “ Control”.
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