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How to Mail Merge with Attachments in WPS Office (Step-By-Step Guide)

December 21, 2023 1.4K views

In the fast-paced world of document management, mastering mail merge with attachments can be a game-changer. This guide aims to simplify the process, ensuring you harness the full potential of WPS Office from a user's perspective.

Part 1: How to Mail Merge in WPS Office?

Mail Merge

Mail merging in WPS Writer is a powerful feature that streamlines the process of creating personalized documents. Follow these step-by-step instructions to master the art of mail merging in WPS Office:

Step 1: Open WPS Writer Begin by launching WPS Writer on your computer. If you don't have it installed, you can download it from the official WPS Office website.

open WPS

Step 2: Create a New Document Start a new document in WPS Writer where you want to perform the mail merge. This document will serve as the main template for your merged files.

Step 3: Access the Mail Merge Feature Navigate to the 'Mail Merge' feature in WPS Writer. You can usually find this option in the toolbar or ribbon at the top of the application. Click on it to initiate the mail merge process.

click Mail Merge

Example: In this hypothetical scenario, let's say you're sending out personalized invitations. The main document could be a letter, and you want to address each recipient by name.

Step 4: Import or Create a Data Source WPS Writer allows you to use an existing data source, such as an Excel spreadsheet or a WPS database, or you can create a new one within the application.

import data

Step 5: Insert Merge Fields Place the cursor where you want to insert personalized information from your data source. Insert merge fields like 'First Name,' 'Last Name,' or any other relevant information.

Insert merge field

Step 6: Preview the Merge Before finalizing the merge, use the preview option to ensure that the information is merging correctly. This step is crucial for avoiding errors in the final documents.

Step 7: Complete the Mail Merge Once you are satisfied with the preview, complete the mail merge process. WPS Writer will generate individual documents, customizing each one with the information from your data source.

Step 8: Save or Print the Merged Documents Save the merged documents or print them directly from WPS Writer. You now have a set of personalized documents ready for distribution.

Save

Part 2: How to Mail Merge with Attachments in WPS Office?

Enhance your document merging capabilities by incorporating attachments seamlessly in WPS Writer. Follow this step-by-step tutorial to efficiently mail merge with attachments:

Step 1: On the Mailing tab, select Merge and Send, then choose Send by Email.

mailing tab

Step 2: In the Merge to Email dialog box, opt for Mail Format as Attachment.

Select attachment

Step 3: Select the recipient, enter the subject line , and click OK to finalize the process.

Click OK

Part 3: Why Choose WPS Office for Your Work

WPS Office logo

WPS Office is a free and open-source office suite that includes a word processor, spreadsheet, presentation software, and more. It is fully compatible with Microsoft Office files, so you can easily open, create, edit, and save documents in Word, Excel, and PowerPoint. WPS Office is available on Windows, macOS, Linux, Android, and iOS.

Advantages of WPS Office

  • Free and open-source: WPS Office is free to download and use, and the source code is freely available for anyone to inspect. This makes it a good option for individuals and businesses on a tight budget.

  • Fully compatible with Microsoft Office: WPS Office can open, create, edit, and save documents in Microsoft Office formats, so you can easily switch between the two suites without any problems.

  • Cross-platform support: WPS Office is available on Windows, macOS, Linux, Android, and iOS, so you can access your documents from any device.

  • Powerful features: WPS Office includes a wide range of features that are comparable to those found in Microsoft Office. For example, the word processor includes features such as spell checking, grammar checking, mail merge, and templates. The spreadsheet includes features such as formulas, functions, and charts. The presentation software includes features such as animations, transitions, and templates.

I have been using WPS Office for several years now, and I have been very impressed with it. It is a fast and reliable office suite that offers all of the features that I need. I especially appreciate the fact that WPS Office is fully compatible with Microsoft Office, so I can easily switch between the two suites without any problems.

Who is WPS Office more suitable for?

WPS Office is a good option for individuals and businesses of all sizes. It is especially well-suited for businesses that are on a tight budget, as it is free to use. WPS Office is also a good option for businesses that need to support a variety of platforms, as it is available on Windows, macOS, Linux, Android, and iOS.

WPS Office is a powerful and feature-rich office suite that is a great alternative to Microsoft Office. It is free to use, fully compatible with Microsoft Office files, and available on a variety of platforms. I highly recommend WPS Office to anyone looking for a complete and affordable office suite.

Part 4: How to Download WPS Office for Free?

Get started with WPS Office by following these simple steps to download the software for free:

Step 1: Visit the Official WPS Office Download Page Go to the official WPS Office download page at https://www.wps.com/download/.

Download WPS

Step 2: Choose Your Operating System Select your operating system. WPS Office is compatible with Windows, macOS, Linux, Android, and iOS. Click on the respective icon for your operating system.

Step 3: Download the Installer Click on the "Download" button to initiate the download of the installer file. The file size is usually indicated on the download button.

Step 4: Open the Downloaded File Locate the downloaded file, which is usually in your computer's "Downloads" folder. Double-click on the installer file to begin the installation process.

Step 5: Follow the Installation Wizard The installation wizard will guide you through the setup process. Follow the on-screen instructions to customize your installation preferences, such as language and installation location.

Step 6: Complete the Installation Once the installation is complete, launch WPS Office to begin using the suite. You may need to sign in with a WPS account or create one if prompted.

WPS installing

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FAQS:

1. How can I avoid common data source errors in mail merge?

To prevent data source errors, regularly update and verify your data source. Ensure it's well-structured and free from inconsistencies.

2. How can I resolve problems when encountering formatting issues during the mail merge?

Resolve formatting issues by ensuring your document template is correctly formatted before initiating the mail merge. Double-check placeholders and formatting settings.

3.Is WPS Office compatible with cloud storage for document synchronization?

Yes, WPS Office seamlessly integrates with various cloud storage options, enabling effortless document synchronization across devices.

Summary

This guide walks you through the steps of mail merging with attachments in WPS Office, placing a strong emphasis on the software's advantages. Covering basic and advanced merging processes, the article highlights WPS Office's compatibility, user-friendly interface, and efficiency. Personal insights into WPS Office's superiority over Microsoft Office add a relatable touch. The guide concludes with a simple download process and FAQs to address common issues, presenting WPS Office as an efficient and user-centric solution for mail merging with attachments.


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