You can usually do this by going to Start > “ Settings” > “ Apps” > “ Default Apps” and setting “ Email” to “ Outlook” or whatever email client you use. Windows macOS Web Data sources Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. You might need to select a default email client in Windows. When the mail merge is complete, the merge document will generate a personalized version of itself for each name in the data source. I performed these steps, but when I select the “Email” button, nothing happens. Now the small “ EMail” icon will be available on the toolbar located at the upper-left corner of the window.Find “ Email” in the list of items on the left.Select “ Quick Access Toolbar” in the left pane.Right-click anywhere on the menu ribbon, then select “ Customize the ribbon…”.If you want the envelope icon for even quicker access, follow these steps to enable the Mail envelope: Now you should have an arrow you can click at the upper-left corner of the screen you can select, then quickly choose “ Email“.If the Quick Access Toolbar isn’t visible, right-click anywhere on the menu ribbon, then select “ Show Quick Access Toolbar“.If my understanding is correct, I have tested the behavior at my end by inserting a photo in the document with the merge fields and finish the. Just to be clear, you can use the “ Share” button at the upper-right part of the screen to send your Excel file, but it takes 3 steps to email the file using this method.įollow these steps to add the quick Email option back to Excel or Word: Per the description shared, I would like to summarize your requirement i.e., you would like to keep the image in the Word document and send an email as a picture with a body instead of an attachment.
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