File Attachments

How do I add file attachments to my mail merge?

Option A: Static File Attachments

From the Google Docs & Sheets Add-ons

Step 1

In Google Drive, add your attachment/file (if not already there) by clicking New and then File Upload.

Step 2

Right click the file in Google Drive and click Get Link.

Step 3

Click Copy Link to copy the link in the dialog box.

Step 4

In your merge template, highlight the text in your document template that you want to link to your attachment.

Step 5

Open the Link option in your merge template:

  • In Google Docs, right click on the highlighted text and click Link.

  • In Google Sheets, click the Link button.

Google Sheets

Google Docs

Step 6

Paste the link previously copied from Google Drive in the box provided.

Step 7

Confirm insertion of the link into your merge template:

  • In Google Docs, click Apply.

  • In Google Sheets, click Insert Link.

Google Docs

Google Sheets

Advantages of a Shared Link Over a Traditional Email Attachment

    • You can change/revoke access to an attachment after the emails have been sent.

    • You can password protect your attachment.

    • It is an environmentally friendly option as you significantly reduce your data storage footprint. For example, a 2MB attached file sent to 100 email addresses would consume 200MB of data storage, whereas a linked attachment would consume next to nothing.

    • Spam filters cannot block your email due to attached content as the email only contains a link to the attachment.

Email Template

Merged Email

Option B: Personalized Attachments

From the Google Docs Add-on Only

Step 1

In Google Docs, click Show Email Settings in the Mail Merge sidebar.

Step 2

Select the check box Send Doc as PDF attachment.

Step 3

Click Write Email Body to enter the content of your email. You can also enter *|merge fields|* here.

Step 4

Click Set Filename to choose the name of your attached file. The filename can be static or different for each email sent. When you merge the Google Doc, it will be merged and attached to your email as a PDF attachment.