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How to convert or save email and attachments to a single PDF file in Outlook?

This article is talking about saving an email message and all attachments within it to a single PDF file in Outlook.

Convert or save email and attachments to a single PDF file with VBA code


Easily save selected emails as individual PDF file or different format files in Outlook:

With the Save as File utility of Kutools for Outlook, you can easily save multiple selected emails as individual HTML format file, TXT format file, Word document, CSV file as well as PDF file in Outlook as below screenshot showed.

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Convert or save email and attachments to a single PDF file with VBA code

Please do as follows to save email with its all attachments to a single PDF file in Outlook.

1. Select an email with attachments you will save to a single PDF file, and then press the Alt + F11 keys to open the Microsoft Visual Basic for Applications window.

2. In the Microsoft Visual Basic for Applications window, click Insert > Module. And then copy the below VBA code into the Module window.

VBA code: Save email and attachment to a single PDF file

Public Sub MergeMailAndAttachsToPDF()
'Update by Extendoffice 2018/3/5
Dim xSelMails As MailItem
Dim xFSysObj As FileSystemObject
Dim xOverwriteBln As Boolean
Dim xLooper As Integer
Dim xEntryID As String
Dim xNameSpace As Outlook.NameSpace
Dim xMail As Outlook.MailItem
Dim xExt As String
Dim xSendEmailAddr, xCompanyDomain As String
Dim xWdApp As Word.Application
Dim xDoc, xNewDoc As Word.Document
Dim I As Integer
Dim xPDFSavePath As String
Dim xPath As String
Dim xFileArr() As String
Dim xExcel As Excel.Application
Dim xWb As Workbook
Dim xWs As Worksheet
Dim xTempDoc As Word.Document

On Error Resume Next
If (Outlook.ActiveExplorer.Selection.Count > 1) Or (Outlook.ActiveExplorer.Selection.Count = 0) Then
    MsgBox "Please Select a email.", vbInformation + vbOKOnly
    Exit Sub
End If
Set xSelMails = Outlook.ActiveExplorer.Selection.Item(1)
xEntryID = xSelMails.EntryID
Set xNameSpace = Application.GetNamespace("MAPI")
Set xMail = xNameSpace.GetItemFromID(xEntryID)

xSendEmailAddr = xMail.SenderEmailAddress
xCompanyDomain = Right(xSendEmailAddr, Len(xSendEmailAddr) - InStr(xSendEmailAddr, "@"))
xOverwriteBln = False
Set xExcel = New Excel.Application
xExcel.Visible = False
Set xWdApp = New Word.Application
xExcel.DisplayAlerts = False
xPDFSavePath = xExcel.Application.GetSaveAsFilename(InitialFileName:="", FileFilter:="PDF Files(*.pdf),*.pdf")
If xPDFSavePath = "False" Then
    xExcel.DisplayAlerts = True
    xExcel.Quit
    xWdApp.Quit
    Exit Sub
End If
xPath = Left(xPDFSavePath, InStrRev(xPDFSavePath, "\"))
cPath = xPath & xCompanyDomain & "\"
yPath = cPath & Format(Now(), "yyyy") & "\"
mPath = yPath & Format(Now(), "MMMM") & "\"
If Dir(xPath, vbDirectory) = vbNullString Then
   MkDir xPath
End If
EmailSubject = CleanFileName(xMail.Subject)
xSaveName = Format(xMail.ReceivedTime, "yyyymmdd") & "_" & EmailSubject & ".doc"
Set xFSysObj = CreateObject("Scripting.FileSystemObject")
If xOverwriteBln = False Then
   xLooper = 0
  Do While xFSysObj.FileExists(yPath & xSaveName)
      xLooper = xLooper + 1
      xSaveName = Format(xMail.ReceivedTime, "yyyymmdd") & "_" & EmailSubject & "_" & xLooper & ".doc"
   Loop
Else
   If xFSysObj.FileExists(yPath & xSaveName) Then
      xFSysObj.DeleteFile yPath & xSaveName
   End If
End If
xMail.SaveAs xPath & xSaveName, olDoc
If xMail.Attachments.Count > 0 Then
   For Each atmt In xMail.Attachments
      xExt = SplitPath(atmt.filename, 2)
      If (xExt = ".docx") Or (xExt = ".doc") Or (xExt = ".docm") Or (xExt = ".dot") Or (xExt = ".dotm") Or (xExt = ".dotx") _
      Or (xExt = ".xlsx") Or (xExt = ".xls") Or (xExt = ".xlsm") Or (xExt = ".xlt") Or (xExt = ".xltm") Or (xExt = ".xltx") Then
        atmtName = CleanFileName(atmt.filename)
        atmtSave = xPath & Format(xMail.ReceivedTime, "yyyymmdd") & "_" & atmtName
        atmt.SaveAsFile atmtSave
      End If
   Next
End If
Set xNewDoc = xWdApp.Documents.Add("Normal", False, wdNewBlankDocument, False)
Set xFilesFld = xFSysObj.GetFolder(xPath)
xFileArr() = GetFiles(xPath)
For I = 0 To UBound(xFileArr()) - 1
    xExt = SplitPath(xFileArr(I), 2)
    If (xExt = ".xlsx") Or (xExt = ".xls") Or (xExt = ".xlsm") Or (xExt = ".xlt") Or _
       (xExt = ".xltm") Or (xExt = ".xltx") Then  'conver excel to word
        Set xWb = xExcel.Workbooks.Open(xPath & xFileArr(I))
        Set xTempDoc = xWdApp.Documents.Add("Normal", False, wdNewBlankDocument, False)
        Set xWs = xWb.ActiveSheet
        xWs.UsedRange.Copy
        xTempDoc.Content.PasteAndFormat wdFormatOriginalFormatting
        xTempDoc.SaveAs2 xPath & xWs.Name + ".docx", wdFormatXMLDocument
        xWb.Close False
        Kill xPath & xFileArr(I)
        xTempDoc.Close wdDoNotSaveChanges, wdOriginalDocumentFormat, False
    End If
Next
xExcel.DisplayAlerts = True
xExcel.Quit
xFileArr() = GetFiles(xPath)
'Merge Documents
For I = 0 To UBound(xFileArr()) - 1
    xExt = SplitPath(xFileArr(I), 2)
    If (xExt = ".docx") Or (xExt = ".doc") Or (xExt = ".docm") Or (xExt = ".dot") Or _
       (xExt = ".dotm") Or (xExt = ".dotx") Then
        MergeDoc xWdApp, xPath & xFileArr(I), xNewDoc
        Kill xPath & xFileArr(I)
    End If
Next
xNewDoc.Sections.Item(1).Range.Delete wdCharacter, 1
xNewDoc.SaveAs2 xPDFSavePath, wdFormatPDF
xNewDoc.Close wdDoNotSaveChanges, wdOriginalDocumentFormat, False
xWdApp.Quit
Set xMail = Nothing
Set xNameSpace = Nothing
Set xFSysObj = Nothing
MsgBox "Merged successfully", vbInformation + vbOKOnly
End Sub

Public Function SplitPath(FullPath As String, ResultFlag As Integer) As String
Dim SplitPos As Integer, DotPos As Integer
SplitPos = InStrRev(FullPath, "/")
DotPos = InStrRev(FullPath, ".")
Select Case ResultFlag
Case 0
   SplitPath = Left(FullPath, SplitPos - 1)
Case 1
   If DotPos = 0 Then DotPos = Len(FullPath) + 1
   SplitPath = Mid(FullPath, SplitPos + 1, DotPos - SplitPos - 1)
Case 2
   If DotPos = 0 Then DotPos = Len(FullPath)
   SplitPath = Mid(FullPath, DotPos)
Case Else
   Err.Raise vbObjectError + 1, "SplitPath Function", "Invalid Parameter!"
End Select
End Function
  
Function CleanFileName(StrText As String) As String
Dim xStripChars As String
Dim xLen As Integer
Dim I As Integer
xStripChars = "/\[]:=," & Chr(34)
xLen = Len(xStripChars)
StrText = Trim(StrText)
For I = 1 To xLen
StrText = Replace(StrText, Mid(xStripChars, I, 1), "")
Next
CleanFileName = StrText
End Function

Function GetFiles(xFldPath As String) As String()
On Error Resume Next
Dim xFile As String
Dim xFileArr() As String
Dim xArr() As String
Dim I, x As Integer
x = 0
ReDim xFileArr(1)
xFileArr(1) = xFldPath '& "\"
xFile = Dir(xFileArr(1) & "*.*")
Do Until xFile = ""
    x = x + 1
    xFile = Dir
Loop
ReDim xArr(0 To x)
x = 0
xFile = Dir(xFileArr(1) & "*.*")
Do Until xFile = ""
    xArr(x) = xFile
    x = x + 1
    xFile = Dir
Loop
GetFiles = xArr()
End Function

Sub MergeDoc(WdApp As Word.Application, xFileName As String, Doc As Document)
Dim xNewDoc As Document
Dim xSec As Section
    Set xNewDoc = WdApp.Documents.Open(filename:=xFileName, Visible:=False)
    Set xSec = Doc.Sections.Add
    xNewDoc.Content.Copy
    xSec.PageSetup = xNewDoc.PageSetup
    xSec.Range.PasteAndFormat wdFormatOriginalFormatting
    xNewDoc.Close
End Sub

3. Click Tools > References to open the References dialog box. Check the Microsoft Excel Object Library, Microsoft Scripting Runtime and Microsoft Word Object Library boxes and then click the OK button. See screenshot:

4. Press the F5 key or click the Run button to run the code. Then a Save As dialog box pops up, please specify a folder to save the file, then give the PDF file a name and click the Save button. See screenshot:

5. Then a Microsoft Outlook dialog box pops up, please click the OK button.

Now the selected email with all its attachments is saved into a single PDF file.

Note: This VBA script only works for Microsoft Word and Excel attachments.


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  • To post as a guest, your comment is unpublished.
    Peter · 6 months ago
    A fix that has worked for me is to have MergeDoc read as follows - note Word.Document

    Sub MergeDoc(WdApp As Word.Application, xFileName As String, Doc As Word.Document)
    Dim xNewDoc2 As Word.Document
    Dim xSec As Section

    Set xNewDoc2 = WdApp.Documents.Open(FileName:=xFileName, Visible:=False)
    Set xSec = Doc.Sections.Add
    xNewDoc2.Content.Copy
    xSec.PageSetup = xNewDoc2.PageSetup
    xSec.Range.PasteAndFormat wdFormatOriginalFormatting
    xNewDoc2.Close
    End Sub

    Peter
  • To post as a guest, your comment is unpublished.
    Peter · 6 months ago
    This looks very powerful and just what I am looking for right now.


    All is good, apart from I am having trouble passing the 'Doc as Document' to the Merge routine

    (NB have to replace On Error Resume Next with On Error GoTo 0 to catch the problem) -

    2 difficulties -
    1. Type Mismatch caused by xNewDoc in the merge-call at MergeDoc xWdApp, xPath & xFileArr(I), xNewDoc
    2. And/or Set xSec = Doc.Sections.Add won't compile

    - perhaps because the macro is being run from Outlook and not e.g. Word
    - perhaps because of some local issues at my end

    But very encouraging to have a structure and method to approach the problem
    Thank you.
  • To post as a guest, your comment is unpublished.
    Allan · 7 months ago
    BEAUTIFUL!! And what timing.

    I've been meaning to attempt this for a while now. I look forward to testing it out.

    Thank you