How to send Individual Documents from a Mail Merge as an Email or an Attachment in an Email

It is highly recommended to test this with a gift\grant letter\fund statement with a gift or a grant to a staff person where the staff person is the grantee or donor and their staff email is on the profile or for fund statements use a fund that the advisor is a staff person that has their staff email on their profile record so that you can see how the emails look and to be sure that each document gets sent correctly.

Prerequisites:
Each person who you would like to receive an email must have an email address on their profile record in FIMS.

1. Set up your gift\grant letters, or fund statements:

How do I Create and Run Gift Acknowledgement Letters?
How to Create and Run Grant Letters in Microsoft Word
How to Create Fund Statements in Microsoft Word
 

• When you are setting up your documents, be sure to add the Email merge field so that the email address from the profile record will be in the merge.

2. Do steps 4-6 of this article. It is not necessary to do steps 1-3 in the article below because you do those above in step #1 when setting up the letters.

Use mail merge to send bulk email messages

Notes:

• If you want to send the individual document with the main content of that document in the body of the email itself then in the Mail format box, choose HTML (the default setting) or Plain text to send the document as the body of the email message.
• If you want to send the individual document as an attachment to the email then in the Mail format box, choose Attachment