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How to Mail Merge a PDF Attachment in WPS Office

January 11, 2024 1.1K views

In a world of information overload, clarity and simplicity reign supreme. This guide is your roadmap to streamlining the complex task of mailing merged PDFs in WPS Office. With our step-by-step approach, you'll transform this intricate process into a seamless experience, saving you time and effort. Embark on this journey of efficiency and uncover the power of streamlined mail merging with WPS Office.

Part 1: What Is Mail Merge?

Mail merge is a computer term describing the production of multiple (and potentially large numbers of) documents from a single template form and a structured data source.

In simpler terms, mail merge is a way to automatically create personalized documents, such as letters, emails, or labels, by using a template and a data source. The template contains the basic structure of the document, such as the formatting and layout, while the data source contains the variable information, such as the recipient's name and address.

Mail merge can be used to save a lot of time and effort, especially when you need to create a large number of personalized documents. It is also a great way to ensure that all of your documents are consistent and error-free.

Part 2: How to Edit Your PDF Files for Free with WPS PDF

Enhance your PDF editing skills effortlessly with WPS PDF Tools. Follow these steps:

Step 1: Open WPS PDF Editor:

Launch the WPS PDF application on your device.

Open WPS PDF


Step 2: Import Your PDF:

Click on "Open" and select the PDF file you want to edit.

Open PDF

Step 3: Edit Text and Images:

Utilize the intuitive tools to modify text, images, and formatting

Edit Toolbar


Step 4: Save Your Changes:

Once satisfied, save your edited PDF.

Save file


Experience Matters: As a frequent user, I find WPS PDF's interface and tools exceptionally user-friendly, ensuring a smooth editing experience.

Part 3: How to Mail Merge a PDF Attachment in WPS Office?

Please follow these steps to mail merge a PDF attachment in WPS Writer.

Step 1: Open WPS Writer

Open WPS Writer


Step 2: In the “References” tab, choose the “Mail Merge” button.

Mail Merge button


Step 3: In the Mailing tab, click on “Open Data Source” to open your data source.

Open data source


Step 4: Insert Merge Fields:

Insert merge fields into your document where you want the personalized information to appear.

Preview document


Step 5: Preview Your Document:

Use the preview option to see how the merged document will look.

Preview document


Step 6: Save or Print:

Save or print the merged documents. If you want to save them as PDFs, choose the "Save As" option and select PDF as the file format.

Printer


Part 4: Why Choose a WPS Office for Your Work?

WPS Office


WPS Office, a versatile and free office suite, stands out as a compelling alternative to Microsoft Office, providing users with a host of features that cater to a diverse range of needs. As someone who has experienced the functionalities of both suites, I can attest to the advantages that WPS Office offers.

Here are four key points highlighting why you might consider choosing WPS Office for your work:

  • Unparalleled Compatibility: WPS Office seamlessly opens, edits, and saves Microsoft Office documents, ensuring compatibility across platforms and devices. This eliminates the need for file conversion hassles, allowing users to collaborate effortlessly.

  • Feature-Rich and Versatile: WPS Office boasts a comprehensive suite of applications, including Writer (Word), Spreadsheets (Excel), and Presentation (PowerPoint), each equipped with a rich array of features that rival their Microsoft counterparts. Users can create professional-looking documents, manage complex spreadsheets, and design engaging presentations with ease.

  • Cost-Effective Solution: Unlike Microsoft Office, WPS Office is entirely free to use, making it an attractive option for individuals and businesses seeking to reduce software expenses. This cost-effectiveness is particularly beneficial for students, educators, and non-profit organizations operating on tight budgets.

  • Cross-Platform Availability: WPS Office extends its compatibility beyond file formats to encompass operating systems. It seamlessly runs on Windows, macOS, Android, and iOS, allowing users to access their work documents and presentations from virtually any device. This versatility caters to a diverse range of users and usage scenarios.

In my personal experience, I have found WPS Office to be a reliable and efficient office suite, especially for tasks that require compatibility with Microsoft Office formats. The seamless transition between platforms, coupled with the user-friendly interface, has contributed to a positive working experience.

While Microsoft Office remains a robust solution for many professional needs, WPS Office serves as an excellent alternative, particularly for users who value cost-effectiveness, cross-platform compatibility, and a lightweight software footprint.

Part 5: How to Download WPS Office for Free?

You feel WPS Office is the best choice for you and want to download? Don’t worry, below is step by step how to download WPS Office:

Step 1: Visit the WPS Office website:wps.com.

Step 2: Click “ Free Download” button

Choose “Free Download” button


Step 3: Select the place you want to save WPS Office -> Save

Save WPS Office file


Step 4: Double click on the WPS Office file in your Download file, click “Run” and follow the on-screen instructions to install

Run the software


Step 5: After complete, you can enjoy all the power of WPS Office

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WPS Office- Free All-in-One Office Suite
  • Use Word, Excel, and PPT for FREE, No Ads.

  • Edit PDF files with the powerful PDF toolkit.

  • Microsoft-like interface. Easy to learn. 100% Compatibility.

  • Boost your productivity with WPS's abundant free Word, Excel, PPT, and CV templates.

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Algirdas Jasaitis
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FAQS:

1. What file formats can I use as a data source for mail merge in WPS Office?

WPS Office accommodates diverse data sources, such as Excel spreadsheets and CSV files, providing flexibility for your mail merge needs.

2. Is the mail merge feature available in the free version of WPS Office?

Yes, the mail merge functionality is accessible in both the free and premium versions of WPS Office, ensuring all users can benefit from this powerful feature.

3. Can I customize the appearance of merged documents in the WPS Office?

Yes, WPS Office allows you to customize the appearance of merged documents. You can format text, adjust fonts, and personalize each document based on the data source.

4. Is it possible to save mail merge templates in WPS Office for future use?

Absolutely. WPS Office allows you to save your mail merge documents as templates for future use. After completing a mail merge, choose "Save As" and select the template format. This makes it easy to reuse the template with different data sources.

5. What types of documents can I create using mail merge in WPS Office?

WPS Office supports the creation of various documents through mail merge, including letters, envelopes, labels, and more. The flexibility of mail merge allows you to generate bulk personalized documents efficiently.

6. Can I preview merged documents before printing in the WPS Office?

Yes, WPS Office provides a preview option before completing the mail merge. This allows you to review how the merged documents will look, ensuring accuracy and making any necessary adjustments before printing.

7. Does WPS Office support conditional mail merging?

Yes, WPS Office supports conditional mail merging. You can set conditions based on the data source, allowing you to include or exclude specific information depending on predefined criteria.

Summary

The article provides a step-by-step guide on how to perform a mail merge with a PDF attachment using WPS Office. It emphasizes the specific steps within WPS Office to seamlessly merge data from various sources, such as Excel and CSV files, into a PDF document.

The guide covers creating a new document, starting the mail merge process, selecting the document type, linking to the data source, inserting merge fields, and completing the merge. Additionally, it highlights WPS Office's features, including the ability to customize document appearance, save mail merge templates, and preview merged documents before printing. The article underscores WPS Office's support for conditional mail merging and its multilingual capabilities, making it a versatile solution for users globally.


15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.