Distributing Workbooks and Worksheets by E-Mail

Provided you have Microsoft Outlook or another compatible e-mail program installed on your system, Excel offers a variety of ways to distribute your work to others via e-mail. Specifically, you can do the following:

  • You can send an entire workbook as an attachment to an e-mail message.

  • You can send a workbook out for review.

Most of the e-mail options are accessible by clicking the File tab and then clicking Save & Send. The Send Using E-Mail option also includes a button you can click to send your work to an Internet fax service.

Sending an Entire Workbook as an E-Mail Attachment

To attach the current workbook in its entirety to an e-mail message, click the File tab, click Save & Send, and then click Send Using E-Mail. The new Backstage view interface offers several options you can choose from, including Send As Attachment and Send As PDF, as shown in Figure 25-13.

Excel’s new Backstage view interface offers a number of options for sending a workbook in e-mail.

Figure 25-13. Excel’s new Backstage view interface offers a number of options for sending a workbook in e-mail.

If you click Send As Attachment, an e-mail message appears with the workbook attached. Select recipients, type the subject line and message body, and then click Send to send the workbook to your recipients.

Naturally, you can also attach a workbook to an e-mail message by working directly in Outlook or another e-mail program. For example, create a new message in Outlook and click the Attach File button on the Message tab, which has the same effect as the procedure described previously.

Sending a Worksheet, Chart, or Range by E-Mail

To send one or more worksheets from a workbook but not the entire workbook, copy the worksheets to a new workbook. To do so, select the worksheets, right-click one of the selected sheet tabs, and click Move Or Copy. The Move Or Copy dialog box appears, as shown in Figure 25-14. Select New Book in the Move Selected Sheets To Book list, and select the Create A Copy check box.

Use the Move Or Copy dialog box to create a workbook that contains only the worksheets you want to e-mail to the recipient.

Figure 25-14. Use the Move Or Copy dialog box to create a workbook that contains only the worksheets you want to e-mail to the recipient.

To send a range or chart from a worksheet, simply copy the selection in Excel, and then paste it into the body of an Outlook message.

Sending a Workbook for Review

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In previous versions of Excel, the Send For Review command provided an easy way to circulate a workbook for comments and changes by members of your workgroup. When you use this command, Excel attaches the document to an e-mail message and uses “Please review [file name]” as the default subject for your message. To use this command in Excel 2010, you need to add it to your Quick Access Toolbar from the list of commands not on the ribbon. (See Customizing the Quick Access Toolbar on page 92.)

Ideally, you should use the Send For Review command with workbooks you have set up for sharing. If you apply this command to a workbook that isn’t shared, Excel prompts you to save a shared version. You don’t have to share (you can use this command as an alternative way to send any document as an attachment), but your recipients will be able to carry out their reviewing duties more efficiently using a shared workbook.

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