#Mail merge on mac no recognizing outlook plus#
Click the plus ( +) to add a new add-in, and select Add from the Office Store option in the menu Log in as the Tenant admin, and navigate to the Admin panelĤ. The enablement is quick and easy, taking only about 5 minutes:ġ. Any configuration done in the add-in panel populates to the Send window, and is fully editable. Clicking this link opens a windowed version of the Send page in the web application, exposing all the standard options that you would see in the application. Under the Send / Continue button is the More Options link. Once all fields are placed, click the Send button at the bottom-right of the authoring page.Ħ. If the Preview & Send check box is checked, the authoring page opens, allowing fields to be placed on the document. The Send / Continue button sends the agreement as currently configured. The authoring page does not open until the Continue button is clicked.ĥ.
Checking this box opens a windowed version of the authoring page, exposing all the standard fields and tools for creating forms. Just under the Message field is the optional Preview & Send checkbox. A default value is entered and can be edited freely.Ĥ. It can be manually changed to any value desired. By default, this field adopts the name value of the first file attached to the agreement. The top field is the Name of the agreement. Under the Recipients list is the Message section, consisting of two fields. If other roles are required, click the More Options link under the Send / Continue button.ģ. Note: If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add-in. The order that the recipients are entered dictate the signature order of the agreement (in a sequential signing process).
The add-in shows contacts from your 365 account that match the string you have typed in, helping to find the right recipient. Recipients are not imported from the email in Read mode.Ĭlick into the white field under the Recipients heading, and start typing either a name or email address. Just below the Documents section, the Recipients are listed. Adding additional files is also permitted via the Add Files linkĢ.Deleting that default file is perfectly fine.When starting an agreement from an email with an attachment, notice that at top of the panel is the list of Document files currently “attached”.īy default, any file that is attached to the email when the Send for Signature icon is clicked, is automatically attached. You may then want to use the "Robbins/Mayor" macro to split the generated documents.1. The resulting formulae can then be pasted into a macro and run on the output document. If the includes a query string, you may find you want to build it using a formula, based on other data in the source. You need to amend, and to the appropriate cell references. Into a blank column in the first row, and fill down. You then need to put your source data into Excel (if that isn't where you have it already) and put this formula ="Set Rng = ActiveDocument.Content: FindText:="""&""": Anchor:=Rng, Address:="""&""", TextToDisplay:="""&"""" In your table of source data, you need columns place marker, text_for_display, hyperlink
The trick is to add a place marker (text that serves as an ID) wherever you want a hyperlink. Note that this only works for DOCUMENT MERGES, not for EMAIL MERGES, since it relies on processesing the output document. There is a simple alternative - indeed the only alternative AKAIK if you want the hyperlink to vary AND the text that is displayed to vary too (not an unreasonable requirement).
I have had limited success with the other suggestions - basically, Word is buggy in this area.
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