using encrypted excel in word mail merge

Question

Hi, we have a policy in place that we must encrypt emails when sending donor information. I sent a colleague a spreadsheet in an encrypted outlook email, which she was able to open and save, but it will not allow her to use it in a mail merge. The only work around we have found so far is to copy the spreadsheet contents into a new spreadsheet on her pc and use that file to do the mail merge. We never used to have this issue. Has something changed? Is there a different way we should be sending these files? Thanks in advance for any guidance.

Answer 1

Hi @Melody Hampton,

I found a thread which may help in your scenario: encrypt excel worksheets mail merge created email?

According to Doug Robbins - MVP Office Apps & Services (Word)'s answer, you can download the Merge Tools Add-in via https://onedrive.live.com/view.aspx?resid=5AEDCB43615E886B!62568 to achieve your requirement.

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