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#1
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MailMerge with Attachements
I have searched the internet and have found very little on this that actually
makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#2
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MailMerge with Attachements
1. Where do you get stuck?
2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#3
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MailMerge with Attachements
Hi Peter,
I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#4
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Well, in order to do that, I will try to work backwards through the
procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#5
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
If http://www.gmayor.com/installing_macro.htm doesn't help with the keying
errors in your macro, note that MAPILab's Mailmerge toolkit add-in for Outlook http://www.mapilab.com/outlook/mail_merge/ will for a modest sum take the effort out of merging attachments. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#6
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Hey Peter,
This has really helped me alot. Looks easier to follow than the published tutorial. I will try this out today and let you know how it turns out. Thanks again for taking the time out to write this for me.  Have a great day. "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#7
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Hey Peter,
Followed your instructions to the letter. No luck still. Still getting user defined errors? any suggestion? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#8
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Where in the process did you get to?
If you had got to the point where you were running the macro, did you a. see any evidence that Outlook was starting? b. see the prompt for the "Attachment table file name" ? or what? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hey Peter, Followed your instructions to the letter. No luck still. Still getting user defined errors? any suggestion? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#9
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Ok, got it to work. thx very much. just a question though, if i want the
mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#10
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Good.
if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#11
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Thanks Peter,
I will be working from an exchange address and have "Send As" or "Send As Delegate" permission for another user account . where do i put in objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" ? "Peter Jamieson" wrote: Good. if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#12
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
You need to add a line to Doug's code, and in there it will look a bit
different from the line I gave. e.g., add a line to Doug's code Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text so that it reads Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text .SentOnBehalfOfName = "the Exchange user name you want to use" Obviously, you have to insert the correct name instead of "the Exchange user name you want to use" I certainly can't guarantee that that will work, and I'm not currently in a position to investigate if it does not, but I was able to do it with my own copy of Exchange when I looked this area a year or two ago. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Thanks Peter, I will be working from an exchange address and have "Send As" or "Send As Delegate" permission for another user account . where do i put in objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" ? "Peter Jamieson" wrote: Good. if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#13
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Thanks Peter,
one more thing, do we always have to do the page break manually to add the body of the mail? i have 350 users to send out the mails to each with a little bit of different text and attachement. Was there another part to the merge? "Peter Jamieson" wrote: You need to add a line to Doug's code, and in there it will look a bit different from the line I gave. e.g., add a line to Doug's code Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text so that it reads Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text .SentOnBehalfOfName = "the Exchange user name you want to use" Obviously, you have to insert the correct name instead of "the Exchange user name you want to use" I certainly can't guarantee that that will work, and I'm not currently in a position to investigate if it does not, but I was able to do it with my own copy of Exchange when I looked this area a year or two ago. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Thanks Peter, I will be working from an exchange address and have "Send As" or "Send As Delegate" permission for another user account . where do i put in objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" ? "Peter Jamieson" wrote: Good. if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#14
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Was there another part to the
merge? Yes, as I explained... I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. I wasn't sure whether you had now been able to work out part (b) for yourself. But here goes. I. Let's recap: For the macro to work, you need a. an Attachment table with one row for each recipient and two columns. Column one contains the e-mail address of the recipient and column 2 contains the pathname of the attachment to be sent to that recipient b. a Message Bodies Document that contains one section for each recipient, in the same sequence as the Attachment table. Doug's article assumes that you would typically be able to create both of these things starting from the same data source, and that there would be one row in that data source for each recipient. II. Example So let's go back to the "you're emailing a message body and an attachment to a small number of recipients" scenario, and to keep it simple, let's assume there are just 3 recipients. If your situation isn't like this, we can deal with that later, but give this one a go anyway. Let's create a simple data source with four columns and 3 rows of data. The columns a Email (the email address) Path (the attachment pathname First (first name) Last (last name) This can be a "comma-delimited" data source in a Word document. So a. create a blank new Word document b. copy and paste the following data into it Email,Path,First,Last ,Alan,Bell ,Chris,Dawes ,Ellie,Furtado c. save it as mydata.docx and close it III. Create the Attachment table We need to end up with a Word document that contains a 3-row, 2 column table like this: c:\a\attach1.doc c:\a\attach2.doc c:\a\attach3.doc You could of course create that by hand. But to create it using a mailmerge, you do this in Word 2007: a. create a new blank document. This will be the Mail Merge Main Document b. click Mailings-Start Mail Merge-Directory c. click Select Recipient-use Existing List, then locate and select mydata.docx. Word may ask for delimiter characters - in this case the field delimiter is "," and the record delimiter (if you are asked about that) is Enter d. The Edit recipients List should be ungreyed. Click it and verify that the four columns and 3 data rows are there. Click OK to dismiss it. e. In your Mail Merge Main Document, use Insert-Table to create a table with one row and two columns. f. Click the Mailings tab again g. Click in the first cell of the table h. Click On the /text/ part of the Insert merge field button. A dropdown showing the four column names from your data source should be shown. Select "Email". «Email» or possibly something like { MERGEFIELD Email } should appear in the first cell of the table. i. Click in the second cell of the table j. Repeat step (h), selecting the "Path" field and inserting it. k. Click Finish & Merge-Edit individual Documents... l. In the dialog box titled "Merge to new Document", select All and click OK Word should create a new Document (rather quickly in fact) with a table containing 2 columns and 3 rows. Save that as myat.docx and close it. This is obviously the equivalent of the testat.docx file we created in "part (a)" Save and close the mail merge main document that you created in step (a). IV. Create the Message Bodies Document To recap, the Message Bodies Document needs to have one section for each recipient, in the same sequence as the Attachment Table. So in Word 2007: a. create a new blank document. This will be the Mail Merge Main Document b. click Mailings-Start Mail Merge-Letters (we choose Letters because then Word will automatically insert a section break between the text for each recipient c. as before, click Select Recipient-use Existing List, then locate and select mydata.docx. Word may ask for delimiter characters - in this case the field delimiter is "," and the record delimiter (if you are asked about that) is Enter d. The Edit recipients List should be ungreyed. Click it and verify that the four columns and 3 data rows are there. Click OK to dismiss it. e. Type "My name is " f. Insert the "first" and "Last" fields using the Insert Merge field button, and type a space between them. g. Click Finish & Merge-Edit individual Documents... h. In the dialog box titled "Merge to new Document", select All and click OK Word should create a new Document (rather quickly in fact) with 3 sections Save that as mymb.docm (it will need to be a Macro-enabled document), save it and close it. This is obviously the equivalent of the testmb.docm file we created in "part (a)" Save and close the mail merge main document that you created in step (a). V. So, just as in part (a), we now have an Attachment Table (in myat.docx) and a Message Bodies Document (in mymb.docm All you should now need to do is follow the steps in part (a) to insert the macro, reference the Outlook library, and run the macro. OK, so that is the experiment. If you manage to get that to work, then maybe you will be one step closer to doing the merge you want. Otherwise, say where you get stuck (I probably wont' be able to reply until tomorrow now). I would say there are now two main problem areas to go through: a. do you really have to re-insert that macro every time you do this? Well no, but I've suggested you do it this way because in the short term it makes some things rather simpler. b. your data source is almost certainly not as simple as the test data source I've suggested. In fact, it's quite likely that your data is in various different structures at the moment. But there are two points to be made: - the key thing is that the Attachments Table and the Message Bodies Document have their rows/sections in the same sequence. But it doesn't really matter how you achieve that. If for example, you have already created your Attachments table manually, a. as long as you have a data source that has a column for the recipient's email and columns for all the other data you need in the message body, /and/ it is in the same sequence as the Attachments table, then all you need to do is merge that data source to create the Message Bodies Document. b. or, if you do not have a data source like that, but you have already created the Attachments Table, you could do a lot worse than the following: - copy the Attachments table to a new Word document - add any columns you need to contain the data you need to produce the Message Bodies document - add a header row with column names - use that as the data source for the merge that roduces the Message Bodies document. That's about the best I can do for now. Let's see if that's enough to help you see what is going on. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Thanks Peter, one more thing, do we always have to do the page break manually to add the body of the mail? i have 350 users to send out the mails to each with a little bit of different text and attachement. Was there another part to the merge? "Peter Jamieson" wrote: You need to add a line to Doug's code, and in there it will look a bit different from the line I gave. e.g., add a line to Doug's code Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text so that it reads Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text .SentOnBehalfOfName = "the Exchange user name you want to use" Obviously, you have to insert the correct name instead of "the Exchange user name you want to use" I certainly can't guarantee that that will work, and I'm not currently in a position to investigate if it does not, but I was able to do it with my own copy of Exchange when I looked this area a year or two ago. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Thanks Peter, I will be working from an exchange address and have "Send As" or "Send As Delegate" permission for another user account . where do i put in objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" ? "Peter Jamieson" wrote: Good. if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? |
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#15
Posted to microsoft.public.word.mailmerge.fields
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MailMerge with Attachements
Thanks Peter,
Will try this out and let you know how i get on. Again i can't say how much i appreciate the help. Have a Great day. "Peter Jamieson" wrote: Was there another part to the merge? Yes, as I explained... I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. I wasn't sure whether you had now been able to work out part (b) for yourself. But here goes. I. Let's recap: For the macro to work, you need a. an Attachment table with one row for each recipient and two columns. Column one contains the e-mail address of the recipient and column 2 contains the pathname of the attachment to be sent to that recipient b. a Message Bodies Document that contains one section for each recipient, in the same sequence as the Attachment table. Doug's article assumes that you would typically be able to create both of these things starting from the same data source, and that there would be one row in that data source for each recipient. II. Example So let's go back to the "you're emailing a message body and an attachment to a small number of recipients" scenario, and to keep it simple, let's assume there are just 3 recipients. If your situation isn't like this, we can deal with that later, but give this one a go anyway. Let's create a simple data source with four columns and 3 rows of data. The columns a Email (the email address) Path (the attachment pathname First (first name) Last (last name) This can be a "comma-delimited" data source in a Word document. So a. create a blank new Word document b. copy and paste the following data into it Email,Path,First,Last ,Alan,Bell ,Chris,Dawes ,Ellie,Furtado c. save it as mydata.docx and close it III. Create the Attachment table We need to end up with a Word document that contains a 3-row, 2 column table like this: c:\a\attach1.doc c:\a\attach2.doc c:\a\attach3.doc You could of course create that by hand. But to create it using a mailmerge, you do this in Word 2007: a. create a new blank document. This will be the Mail Merge Main Document b. click Mailings-Start Mail Merge-Directory c. click Select Recipient-use Existing List, then locate and select mydata.docx. Word may ask for delimiter characters - in this case the field delimiter is "," and the record delimiter (if you are asked about that) is Enter d. The Edit recipients List should be ungreyed. Click it and verify that the four columns and 3 data rows are there. Click OK to dismiss it. e. In your Mail Merge Main Document, use Insert-Table to create a table with one row and two columns. f. Click the Mailings tab again g. Click in the first cell of the table h. Click On the /text/ part of the Insert merge field button. A dropdown showing the four column names from your data source should be shown. Select "Email". «Email» or possibly something like { MERGEFIELD Email } should appear in the first cell of the table. i. Click in the second cell of the table j. Repeat step (h), selecting the "Path" field and inserting it. k. Click Finish & Merge-Edit individual Documents... l. In the dialog box titled "Merge to new Document", select All and click OK Word should create a new Document (rather quickly in fact) with a table containing 2 columns and 3 rows. Save that as myat.docx and close it. This is obviously the equivalent of the testat.docx file we created in "part (a)" Save and close the mail merge main document that you created in step (a). IV. Create the Message Bodies Document To recap, the Message Bodies Document needs to have one section for each recipient, in the same sequence as the Attachment Table. So in Word 2007: a. create a new blank document. This will be the Mail Merge Main Document b. click Mailings-Start Mail Merge-Letters (we choose Letters because then Word will automatically insert a section break between the text for each recipient c. as before, click Select Recipient-use Existing List, then locate and select mydata.docx. Word may ask for delimiter characters - in this case the field delimiter is "," and the record delimiter (if you are asked about that) is Enter d. The Edit recipients List should be ungreyed. Click it and verify that the four columns and 3 data rows are there. Click OK to dismiss it. e. Type "My name is " f. Insert the "first" and "Last" fields using the Insert Merge field button, and type a space between them. g. Click Finish & Merge-Edit individual Documents... h. In the dialog box titled "Merge to new Document", select All and click OK Word should create a new Document (rather quickly in fact) with 3 sections Save that as mymb.docm (it will need to be a Macro-enabled document), save it and close it. This is obviously the equivalent of the testmb.docm file we created in "part (a)" Save and close the mail merge main document that you created in step (a). V. So, just as in part (a), we now have an Attachment Table (in myat.docx) and a Message Bodies Document (in mymb.docm All you should now need to do is follow the steps in part (a) to insert the macro, reference the Outlook library, and run the macro. OK, so that is the experiment. If you manage to get that to work, then maybe you will be one step closer to doing the merge you want. Otherwise, say where you get stuck (I probably wont' be able to reply until tomorrow now). I would say there are now two main problem areas to go through: a. do you really have to re-insert that macro every time you do this? Well no, but I've suggested you do it this way because in the short term it makes some things rather simpler. b. your data source is almost certainly not as simple as the test data source I've suggested. In fact, it's quite likely that your data is in various different structures at the moment. But there are two points to be made: - the key thing is that the Attachments Table and the Message Bodies Document have their rows/sections in the same sequence. But it doesn't really matter how you achieve that. If for example, you have already created your Attachments table manually, a. as long as you have a data source that has a column for the recipient's email and columns for all the other data you need in the message body, /and/ it is in the same sequence as the Attachments table, then all you need to do is merge that data source to create the Message Bodies Document. b. or, if you do not have a data source like that, but you have already created the Attachments Table, you could do a lot worse than the following: - copy the Attachments table to a new Word document - add any columns you need to contain the data you need to produce the Message Bodies document - add a header row with column names - use that as the data source for the merge that roduces the Message Bodies document. That's about the best I can do for now. Let's see if that's enough to help you see what is going on. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Thanks Peter, one more thing, do we always have to do the page break manually to add the body of the mail? i have 350 users to send out the mails to each with a little bit of different text and attachement. Was there another part to the merge? "Peter Jamieson" wrote: You need to add a line to Doug's code, and in there it will look a bit different from the line I gave. e.g., add a line to Doug's code Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text so that it reads Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text .SentOnBehalfOfName = "the Exchange user name you want to use" Obviously, you have to insert the correct name instead of "the Exchange user name you want to use" I certainly can't guarantee that that will work, and I'm not currently in a position to investigate if it does not, but I was able to do it with my own copy of Exchange when I looked this area a year or two ago. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Thanks Peter, I will be working from an exchange address and have "Send As" or "Send As Delegate" permission for another user account . where do i put in objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" ? "Peter Jamieson" wrote: Good. if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, |
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Posted to microsoft.public.word.mailmerge.fields
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MS Word Email Merge with Attachements
Good afternoon Peter,
I was able to finally get past the Outlook Object Library problem discussed here and the macro asks me for the table with e-mails and attachments, however, I do not receive an email warning message and after a few seconds the screens comes up with a text box that states: Microsfot Word 0 Messages have been sent. On the Directory (titled dir1) I have a table with three rows and two columns Column one: email address Column two: attachment path The e-mail text is one the active document window Nothing appears to fail, it just doesn't seem to send out the e-mail. Any ideas what I am missing? Ivan Dav wrote: Thanks Peter, Will try this out and let you know how i get on. 14-Feb-09 Thanks Peter, Will try this out and let you know how i get on. Again i cannot say how much i appreciate the help. Have a Great day. "Peter Jamieson" wrote: Previous Posts In This Thread: On Thursday, February 12, 2009 4:19 PM Dav wrote: MailMerge with Attachements I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? On Thursday, February 12, 2009 5:55 PM Peter Jamieson wrote: 1. Where do you get stuck? 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Friday, February 13, 2009 2:40 PM Dav wrote: Hi Peter,I haven't been able to get anything from the tutorial to work, I get Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: On Friday, February 13, 2009 5:44 PM Peter Jamieson wrote: Well, in order to do that, I will try to work backwards through the procedure, Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the ..docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 1:19 AM Graham Mayor wrote: MailMerge with Attachements If http://www.gmayor.com/installing_macro.htm doesn't help with the keying errors in your macro, note that MAPILab's Mailmerge toolkit add-in for Outlook http://www.mapilab.com/outlook/mail_merge/ will for a modest sum take the effort out of merging attachments. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dave wrote: On Saturday, February 14, 2009 6:33 AM Dav wrote: Hey Peter,This has really helped me alot. Hey Peter, This has really helped me alot. Looks easier to follow than the published tutorial. I will try this out today and let you know how it turns out. Thanks again for taking the time out to write this for me. Have a great day. "Peter Jamieson" wrote: On Saturday, February 14, 2009 7:29 AM Dav wrote: Hey Peter,Followed your instructions to the letter. No luck still. Hey Peter, Followed your instructions to the letter. No luck still. Still getting user defined errors? any suggestion? "Peter Jamieson" wrote: On Saturday, February 14, 2009 7:58 AM Peter Jamieson wrote: Where in the process did you get to? Where in the process did you get to? If you had got to the point where you were running the macro, did you a. see any evidence that Outlook was starting? b. see the prompt for the "Attachment table file name" ? or what? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 8:24 AM Dav wrote: Ok, got it to work. thx very much. Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: On Saturday, February 14, 2009 8:40 AM Peter Jamieson wrote: Good. Good. if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 9:07 AM Dav wrote: Thanks Peter,I will be working from an exchange address and have "Send As" or Thanks Peter, I will be working from an exchange address and have "Send As" or "Send As Delegate" permission for another user account . where do i put in objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" ? "Peter Jamieson" wrote: On Saturday, February 14, 2009 9:40 AM Peter Jamieson wrote: You need to add a line to Doug's code, and in there it will look a bit You need to add a line to Doug's code, and in there it will look a bit different from the line I gave. e.g., add a line to Doug's code Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text so that it reads Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text .SentOnBehalfOfName = "the Exchange user name you want to use" Obviously, you have to insert the correct name instead of "the Exchange user name you want to use" I certainly can't guarantee that that will work, and I'm not currently in a position to investigate if it does not, but I was able to do it with my own copy of Exchange when I looked this area a year or two ago. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 10:02 AM Dav wrote: Thanks Peter,one more thing, do we always have to do the page break manually Thanks Peter, one more thing, do we always have to do the page break manually to add the body of the mail? i have 350 users to send out the mails to each with a little bit of different text and attachement. Was there another part to the merge? "Peter Jamieson" wrote: On Saturday, February 14, 2009 2:01 PM Dav wrote: Thanks Peter, Will try this out and let you know how i get on. Thanks Peter, Will try this out and let you know how i get on. Again i cannot say how much i appreciate the help. Have a Great day. "Peter Jamieson" wrote: EggHeadCafe - Software Developer Portal of Choice Seamless Data Compression in .NET http://www.eggheadcafe.com/tutorials...mpression.aspx |
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MS Word Email Merge with Attachements
I suspect that you have missed the step of executing the merge of the
document that contains the text for the body of the email messages to a new document. It is when you that new document as the active document, that you run the macro. -- Hope this helps, Doug Robbins - Word MVP Please reply only to the newsgroups unless you wish to obtain my services on a paid professional basis. "Ivan Woyno" wrote in message ... Good afternoon Peter, I was able to finally get past the Outlook Object Library problem discussed here and the macro asks me for the table with e-mails and attachments, however, I do not receive an email warning message and after a few seconds the screens comes up with a text box that states: Microsfot Word 0 Messages have been sent. On the Directory (titled dir1) I have a table with three rows and two columns Column one: email address Column two: attachment path The e-mail text is one the active document window Nothing appears to fail, it just doesn't seem to send out the e-mail. Any ideas what I am missing? Ivan Dav wrote: Thanks Peter, Will try this out and let you know how i get on. 14-Feb-09 Thanks Peter, Will try this out and let you know how i get on. Again i cannot say how much i appreciate the help. Have a Great day. "Peter Jamieson" wrote: Previous Posts In This Thread: On Thursday, February 12, 2009 4:19 PM Dav wrote: MailMerge with Attachements I have searched the internet and have found very little on this that actually makes sense to me. What i'm trying to do is create a mailmerge with say around 350 receipients, each with an individual attachment. I have tried using this tutorial http://word.mvps.org/FAQs/MailMerge/...ttachments.htm but for the life of me i can't get this to work. Can anyone please help me with this? or is there different way of doing this? On Thursday, February 12, 2009 5:55 PM Peter Jamieson wrote: 1. Where do you get stuck? 1. Where do you get stuck? 2. Are your attachments defined prior to the merge (i.e. you have a bunch of files and somewhere you're going to have to say which recipient should get which attachment) or are you expecting the merge process itself to generate the attachments? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Friday, February 13, 2009 2:40 PM Dav wrote: Hi Peter,I haven't been able to get anything from the tutorial to work, I get Hi Peter, I haven't been able to get anything from the tutorial to work, I get the ususal compile errors.I just don't understand the tutorial at all. (like alot of other users). Can you help? i'm using word2007 i have a folder full of the individual attachements. "Peter Jamieson" wrote: On Friday, February 13, 2009 5:44 PM Peter Jamieson wrote: Well, in order to do that, I will try to work backwards through the procedure, Well, in order to do that, I will try to work backwards through the procedure, because then the reason for each step may become a little clearer. I'm also going to split the description into 2 parts: a. Getting the macro to work with some simple test data. This is to concentrate on what the macro does (partly because you have those errors when you try to run it) and skips the whole issue of how you actually use mailmerge to create the files that you need. b. How to prepare the data that the macro needs. I'm only going to do part (a) now, partly because I don't have time to finish right now, and partly to give us a breather. If all goes OK, perhaps it will be enough for you to understand how the whole thing is supposed to work, in which case we won't need part (b). But let's see. Using this method, I suggest you do not try to grasp the entire process in one go. Work through it step by step. At least if you get stuck, you will probably be able to identify where and why. The main prerequisites are that you have a version of Word that lets you use Word VBA, and Outlook (not Outlook Express). I'm also going to make a simplification by assuming that you want one, and only one, attachment in each email. Please try not to glaze over :-) 1. What does the emailmergewithattachments macro actually do? Overview -------- Let's suppose you want to merge to email with one attachment per email, to 10 recipients. The emailmergewithattachments macro has two main inputs: a. a table that contains 10 rows, one for each recipient, and two columns. Column 1 contains the email addresses of the recipients, and column 2 contains the pathname of the attachment that you want to send to that recipient. Let's call this the Attachment Table. b. a Word document that has 10 Word sections. Section 1 contains the text that you want to put in the message body of the email to recipient 1, section 2 contains the text that you want to put in the message body of the email to recipient 2, and so on. Let's call this the Message Bodies Document It has one main output: 10 email messages, one for each recipient in the list, sent via Outlook. Some important details ---------------------- a. For this macro to work, the Attachment Table has to be in the form of a Word document that contains that 10-row, 2-column table. b. The macro prompts for the filename of the Attachment Table c. the macro assumes that the "active document" (typically the Word document open in front of you) is the Message Bodies Document. d. The macro also prompts for the subject, which will be the same in all the messages 2. To test that, it doesn't matter how we create the Attachment Table and the Message Bodies Document. We just need them to exist and contain the right kind of data. So as an experiment, I suggest you try the following, which would allow the macro to do the final part of a "merge to email with attachments", but only to 2 recipients: I. Create an Attachment Table a. create a Word document called testat.docx, containing a table with 2 rows and 2 columns b. in row1, column1, put your own e-mail address. c. in row1, column2, put the full pathname of an attachment you want to send to yourself d. ditto for row2 e. save and close the document II. create a Message Bodies Document a. create a Word "macro-enabled" document called testmb.docm. b. type "Test body of message 1" c. insert a Section Break. You can use Page layout-Page Setup-breaks-Next page d. Type "Test body of message 2" e. save the document, but leave it open. III. Install the macro code We're going to try to install the macro in the Message Bodies Document. In Word 2007, ensure that the Developer tab is available. If not, check Word-Office Button-Word Options-Popular-Show Developer tab in the Ribbon a. Click Developer-Visual basic In any of these versions, b. Look down the "Projects" pane near the top left for "Project (Testmb)" and select it c. Click Insert-Module. You should see Modules and Module1 appear somewhere not far below "Project (Testmb)" d. Open Doug's web page at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm, locate and select the macro code, and use ctrl-C to copy the code to the clipboard. e. Back in the visual basic editor, Select Module1, then look at the empty pane to the right of the projects pane. You should see dropdowns showing (General) and (Declarations) above it. Click in the empty pane and click ctrl-V to paste Doug's code in. f. In the Visual Basic editor, click File-Save testmb . This saves the .doc/.docm file, but leaves you "in the editor window" IV. Make the reference to Outlook This is just one of those things you have to do to make the whole thing work. g. In the visual basic editor, click Tools-References. The VB editor displays a list of "references" available on your system. h. Scroll down the list until you see something like "Microsoft Outlook 12.0 Object Library" (assuming you are using Outlook 2007) i. Check the box to the left of that name j. Click OK to make the reference (which doesn't appear anywhere obvious) and dismiss the dialog box. k. In the Visual Basic editor, click File-Save testmb to save the .docm file again V. Recap. At this point, you should be looking at the Visual Basic Editor. The macro code for the emailmergewithattachments macro is displayed. Somewhere behind the Visual Basic Editor, the document testmb.docm, containing the Message Bodies, is open in a Word Window. This should be the Active Document. Find it and click in it if you want, just to be sure, then click again in the Visual basic Editor's cod window that contains the emailmergewithattachments macro. The Attachment Table is sitting there in a document called testat.docx, but is currently closed. VI. Run the macro. In the Visual Basic Editor, press F5 to start the macro (or click the "Run" arrow button if you are familiar with the VB environment and prefer that. If all goes well, there should be a delay if Word needs to start Outlook, then you should see a dialog box titled "File" Locate and select testat.docx, then click Open If there are no problems, you should see a dialog box titled "Email subject input" Type "Test messages 1" in the text box and click OK. At this point, I would expect you to see the security dialog titled "Microsoft Office Outlook". There are actually two different messages - depending on various factors you might see both. One says that a program is trying to send email on your behalf, and you have to Allow that, and the other one says that a program is trying to access your address book (or some such) and yu can specify that it should have access for so many minutes. In other words, if you aren't familiar with these messages, read them, then do what is necessary to get through them. You should receive one or two alerts about messages being sent. And that's the end of "part (a)". You will probably want to verify that Word has sent the two messages and attachments that you expect. If you managed that, but still need "part (b)", let me know and I'll try to go through it a.s.a.p (probably won't be until tomorrow). If not, maybe you can describe what went wrong and we'll keep trying until we can get through this test, or are otherwise exhausted :-) Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 1:19 AM Graham Mayor wrote: MailMerge with Attachements If http://www.gmayor.com/installing_macro.htm doesn't help with the keying errors in your macro, note that MAPILab's Mailmerge toolkit add-in for Outlook http://www.mapilab.com/outlook/mail_merge/ will for a modest sum take the effort out of merging attachments. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dave wrote: On Saturday, February 14, 2009 6:33 AM Dav wrote: Hey Peter,This has really helped me alot. Hey Peter, This has really helped me alot. Looks easier to follow than the published tutorial. I will try this out today and let you know how it turns out. Thanks again for taking the time out to write this for me. Have a great day. "Peter Jamieson" wrote: On Saturday, February 14, 2009 7:29 AM Dav wrote: Hey Peter,Followed your instructions to the letter. No luck still. Hey Peter, Followed your instructions to the letter. No luck still. Still getting user defined errors? any suggestion? "Peter Jamieson" wrote: On Saturday, February 14, 2009 7:58 AM Peter Jamieson wrote: Where in the process did you get to? Where in the process did you get to? If you had got to the point where you were running the macro, did you a. see any evidence that Outlook was starting? b. see the prompt for the "Attachment table file name" ? or what? Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 8:24 AM Dav wrote: Ok, got it to work. thx very much. Ok, got it to work. thx very much. just a question though, if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? "Peter Jamieson" wrote: On Saturday, February 14, 2009 8:40 AM Peter Jamieson wrote: Good. Good. if i want the mail to be sent from a different address is there a way to be able to select the email address its set from? 1. For one thing, as I undertand it the MAPILabs toolkit mentioned by Graham Mayor in his response to this thread has a facility to do this. 2. Otherwise, it depends on what you mean. Unless you're connected to Microsoft exchange, the macro will only send from the Outlook /profile/ you are currently logged into. If 3. However, if all you need is the "Reply-to" to be set to a different address, if you have control over your own email /account/ settings you should be able to change that address. 4. If you are working via Microsoft Exchange and you have "Send As" or "Send As Delegate" permission for another user account, then you should be able to set objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" And send the item. In that case, the item does not necessarily appear as "a sent on behalf of" item. If you have "Send As" permission, it appears as if it's from the user you specified in SentOnBehalfOfName and there is no "on behalf of" - the same is true if you fill in the "From" And that's about all I know... Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 9:07 AM Dav wrote: Thanks Peter,I will be working from an exchange address and have "Send As" or Thanks Peter, I will be working from an exchange address and have "Send As" or "Send As Delegate" permission for another user account . where do i put in objMailItem.SentOnBehalfOfName = "the Exchange user name you want to use" ? "Peter Jamieson" wrote: On Saturday, February 14, 2009 9:40 AM Peter Jamieson wrote: You need to add a line to Doug's code, and in there it will look a bit You need to add a line to Doug's code, and in there it will look a bit different from the line I gave. e.g., add a line to Doug's code Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text so that it reads Set oItem = oOutlookApp.CreateItem(olMailItem) With oItem .Subject = mysubject .Body = Source.Sections(j).Range.Text .SentOnBehalfOfName = "the Exchange user name you want to use" Obviously, you have to insert the correct name instead of "the Exchange user name you want to use" I certainly can't guarantee that that will work, and I'm not currently in a position to investigate if it does not, but I was able to do it with my own copy of Exchange when I looked this area a year or two ago. Peter Jamieson http://tips.pjmsn.me.uk Dave wrote: On Saturday, February 14, 2009 10:02 AM Dav wrote: Thanks Peter,one more thing, do we always have to do the page break manually Thanks Peter, one more thing, do we always have to do the page break manually to add the body of the mail? i have 350 users to send out the mails to each with a little bit of different text and attachement. Was there another part to the merge? "Peter Jamieson" wrote: On Saturday, February 14, 2009 2:01 PM Dav wrote: Thanks Peter, Will try this out and let you know how i get on. Thanks Peter, Will try this out and let you know how i get on. Again i cannot say how much i appreciate the help. Have a Great day. "Peter Jamieson" wrote: EggHeadCafe - Software Developer Portal of Choice Seamless Data Compression in .NET http://www.eggheadcafe.com/tutorials...mpression.aspx |
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