Send Files and Documents from Excel

New Release 🚀 MultiMail 4.0 is here! Mode 5: Send multiple documents per client. Fast & Secure.

Mode 3: Files and Documents
Attach unique files (PDF, Word, Excel) per recipient

The Send Files and Documents application of Optipe MultiMail lets you automatically attach specific files for each person on your list. It is the ultimate tool for bulk distribution of payroll statements, individual reports, or certificates stored in your local folders.

Watch how to automate your file delivery

Real Example: Sending Management Reports per Folder

MultiMail scans your folder for files that match the recipient's name or ID and attaches them automatically.

Example of bulk sending personalized files and documents from Excel with MultiMail

What can you use this mode for?

👥 HR: Bulk delivery of payroll slips or salary statements (one PDF per Employee ID).

📄 Certificates: Send personalized diplomas, course certificates, or badges to students.

📈 Operations: Distribution of monthly performance reports in Word/PDF to branch managers.

💌 Marketing: Personalized invitations with QR codes or names in image format (JPG/PNG).

Setup and Tips

Learn how to set up reply accounts, schedule delays, and save configurations in our Complete How-to Guide.

Expert tip: If you need to save your Excel sheets as individual files before sending, use the Manage Sheets tool from our Data Tools Suite.

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📋 User Testimonials

Rogelio A. C., Specialist in Technological Innovation and IT Reengineering, Pachuca, Mexico:

"Optipe is the perfect solution for managing databases simply and efficiently, making complex processes easy and becoming an essential part of daily work."

Carlos R. L., Analista de Recursos Humanos, Asunción, Paraguay:

"MultiMail allows me to send payroll data and certificates to over 200 employees monthly with just a few clicks. It used to take a full day, now it's done in 10 minutes. Huge time saver!"

Héctor O. R., Director of Administration and Operations, Santiago, Chile:

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Gerardo F. D., Institutional Planning Analyst, Veracruz, Mexico:

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John C., University Professor, Glasgow, Scotland:

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Pablo P. C., Editor and Entrepreneur in Ecotechnologies, Bariloche, Argentina:

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Betzabé G., Technical-Sales Manager, Caldas/MG, Brazil:

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Franz B., Data Engineer, Berlin, Germany:

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José A. C., Medical Director, Madrid, Spain:

"Every month I receive a large number of reports with medical records. Using Data Tools Suite, I can consolidate them into a single file in a matter of a minute, and together with Multimail, I can send the corresponding reports. Discovering and using it has meant a huge leap in productivity and safety for me and our entire department."

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Raj P., IT Analyst, Singapore, Singapore:

"Optipe optimizes my Excel workflow for IT projects; quick data normalization and summaries are a game-changer in Asia."

Eduardo A., Head of Human Resources, Talca, Chile:

"I send monthly fee and honoraria data to 500 contractors, something that used to take me a full day. With MultiMail I handle it in under 10 minutes. A huge change!"

Sarah M., HR Specialist, Toronto, Canada:

"MultiMail is perfect for sending personalized reports and reminders to the entire team in bulk from Excel. It reduces errors and saves me hours every month on internal communications."

César I. C., Director of University Admissions, Talca, Chile:

"Optipe has become an indispensable tool in my work; the time savings are significant when grouping tables and extracting data compared to doing it manually."

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Ana S. M., Data Manager, São Paulo, Brazil:

"Optipe has revolutionized my work with databases; now I process reports in minutes instead of hours. It's indispensable for any analyst!"

Sergio A. C., Excel MVP, Mexico:

"I use Optipe daily to efficiently manage databases, saving time on summaries and data normalization."

Giulia R., Sales Manager, Rome, Italy:

"Using Optipe, I consolidate sales data from multiple files in seconds, allowing me to focus on strategies instead of manual tasks."

Vanessa V., Database Specialist at Bank, San José, Costa Rica:

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Michael T., Financial Analyst, New York, United States:

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Sophie L., Business Consultant, Paris, France:

"Optipe is an essential tool for handling large data volumes in consulting; it reduces errors and speeds up analyses for my clients."

Emma W., Marketing Coordinator, London, United Kingdom:

"With MultiMail, I send personalized campaigns to hundreds of clients from Excel in minutes, without complications or errors. It has transformed how I manage my newsletters and follow-ups."

José Luis D., Data Analyst, Madrid, Spain:

"Every month and quarter, I have to extract and analyze data in Excel files, sometimes very large and with a high amount and complexity of calculations. Optipe is a great help because it reduces the time of all the calculations and my work. I recommend it to anyone who regularly handles files of all types, but especially those with large amounts of data."

Send Files & Documents from Excel (PDF Invoices, Reports XLS) – MultiMail

Watch how to automate your file delivery