File Attachments

How do I add file attachments to my mail merge?

This article describes how to add file attachments to merged emails, either by using file link attachments or by creating personalized PDF file attachments.

Option A: File Link Attachments

Step 1

In Google Drive, add your attachment/file (if not already there) by clicking New > 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 that you want to link to your attachment.

Step 5

Open the Link option:

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

  • In Google Sheets, Slides and Forms, click the Link button.

Google Docs

Google Sheets, Slides & Forms

Step 6

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

Step 7

Confirm insertion of the link:

  • In Google Docs, click Apply.

  • In Google Sheets, Slides and Forms, click Insert Link.

Google Docs

Google Sheets, Slides & Forms

Advantages of a Linked Attachment Over a Traditional Email Attachment

    • You can change/revoke access to your attachments after emails have been sent.

    • You can password protect your attachments.

    • Shared links are an environmentally friendly option as you significantly reduce your data storage footprint. For example, a 2 MB attached file sent to 100 email addresses would consume 200 MB of data storage, whereas a shared link would consume next to nothing.

    • Spam filters can't block your emails due to attached content as your emails only contain links to attachments.

Email Template

Link to any Google Drive file

Merged Email

Links to Google Drive files are automatically shown as attachments

Option B: Personalized PDF File Attachments

From the Google Docs Add-on Only

Option B can be used to create a personalized PDF file attachment for each data row. With this option you can personalize both the file attachment and the email body for each recipient using your *|merge fields|*.

Instructions for Option B can be found in this article.