Cc Signatory Data with airSlate SignNow

Bulk send documents, Customize message in your email and eSignature

hi everyone my name is Kevin today I want to show you how you can do a mail merge with custom attachments and custom subject lines using Microsoft Office now I did a little I did a video a little while back on viewing mail merge just out of the box using Microsoft Office if you want to do things like attachments if you want to modify the subject line if you want to say cc or BCC someone these are a little bit more advanced and you can't do these out of box you need to use a macro enabled sheet to help you with this so if you're just looking for basic mail merge I have a link down below where you could get to that video however if you are looking to doing some of these more advanced scenarios stick with this video and I'll show you how to do it now first off before we jump into it one of the main questions is well what is mail merge what mail merge allows you to do is you could send customized whether it's emails letters address labels you could basically send out all these things by customizing information in them so the easiest way to explain it is imagine I'm an energy company so maybe we have the Kevon energy company and what I want to do is I want to send an invoice to my customers and within my email invoice you know maybe I want to say hi the person's name I want to include the account number I might want to include other information about them the due date and mail merge allows me to customize many messages that I send out very easily so I don't have to go through message by message my message now if you're only sending out five or ten messages you could probably just do it manually however imagine the case that on this energy company and I need to send out an invoice to ten thousand people I'm not gonna sit there doing them one by one instead I'm gonna let the computer automate that for me okay so the version that I'm going to use this is office 365 this is the latest and greatest however you should be able to follow along even if you have an older version of office so if you have 2019 you'll be good if you're in 2016 2013 2010 any older version mail merge has been around for a little while so you should be able to follow along but it might be slightly different from what you see on my screen and it's full disclosure before we jump into it I work at Microsoft as a full-time employee alright well enough talk let's jump onto my desktop so here I am on my desktop and what I want to do first is I just show how we're gonna do this merge scenario so what I'm gonna do...