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How to send current workbook through Outlook from Excel?

Maybe, you always make and modify report in Excel workbook, after finishing it, you need to send the current saved report to your department manager as soon as possible. How could you quickly send your current whole workbook to the specific person without opening the Outlook from Excel?

Send current workbook through Outlook from Excel with Save & Send command

Send current workbook through Outlook as attachment from Excel with VBA code

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arrow blue right bubble Send current workbook through Outlook from Excel with Save & Send command


With this Save & Send command in Excel, you can quickly send the whole workbook as attachment, as PDF file, as XPS file or Internet Fax via your Outlook. You can do as this:

1. Open the workbook that you want to send.

2. Click File > Save & Send > Send Using E-mail in Excel 2010, see screenshot:

doc-send-workbook1

Tips: If you are using Excel 2007, please click Office Button > Send, see screenshot:

doc-send-workbook4

In Excel 2013, please click File > Share > Email, see screenshot:

doc-send-workbook5

3. Then choose one format you want to send the Excel as from the Sending Using E-mail section, in this case, I click Send as Attachment icon button, see screenshot:

doc-send-workbook2

4. And an Outlook edit window is appeared, enter recipient names into the To and Cc text boxes, and type a subject in the Subject box, you can input some message into the Introduction box as well, see screenshot:

doc-send-workbook3

Notes:

1. This method is only working when you use Outlook as your mail program.

2. After sending the workbook, you can go to your Outlook to check if the email has been sent successfully.


arrow blue right bubble Send current workbook through Outlook as attachment from Excel with VBA code

Here, you can also send the current workbook as an attachment from Excel with the following VBA code, please do with the following steps:

1. Open your workbook that you would like to send.

2. Hold down the ALT + F11 keys, and it opens the Microsoft Visual Basic for Applications window.

3. Click Insert > Module, and paste the following code in the Module Window.

VBA code: send current workbook as attachment from Excel

Sub SendWorkBook()
'Update 20131209
Dim OutlookApp As Object
Dim OutlookMail As Object
Set OutlookApp = CreateObject("Outlook.Application")
Set OutlookMail = OutlookApp.CreateItem(0)
On Error Resume Next
With OutlookMail
    .To = "skyyang@extendoffice.com"
    .CC = ""
    .BCC = ""
    .Subject = "kte feature"
    .Body = "Hello, please check and read this document, thank you."
    .Attachments.Add Application.ActiveWorkbook.FullName
    .Send
End With
Set OutlookMail = Nothing
Set OutlookApp = Nothing
End Sub

Note: In the above code, you can change the following information to your own need.

  • .to = "skyyang@extendoffice.com"
  • .CC = ""
  • .BCC = ""
  • .Subject = "kte feature"
  • .Body = "Hello, please check and read this document, thank you."

4. Then click F5 key to run this code, and a prompt box will pop out, click Allow, and this workbook has been sent out.

doc-send-workbook6

Notes:

1. This code is only available when you use Outlook as your mail program.

2. After sending the workbook, you can go to your Outlook to make sure the email has been sent successfully.


Related articles:

How to send worksheet only through Outlook from Excel?

How to send / email range of cells through outlook from Excel?


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  • To post as a guest, your comment is unpublished.
    sixto · 1 years ago
    this is attaching the file but the file does not show any changes that were made. it is attaching the last saved version
  • To post as a guest, your comment is unpublished.
    Pankaj · 2 years ago
    Thanks for sharing Information but i want in workbook a particular One sheet Only as a new sheet
  • To post as a guest, your comment is unpublished.
    Chris · 2 years ago
    Is there any way for the formula to copy certain cells and add that info to the body of the email?
  • To post as a guest, your comment is unpublished.
    T. Marshall · 2 years ago
    Did I miss the part in method 2 that tells you how to reuse the module? There's no button or other method to recall it upon next use?
  • To post as a guest, your comment is unpublished.
    David D · 3 years ago
    Does it actually save the file?
  • To post as a guest, your comment is unpublished.
    joe doe · 3 years ago
    Is there a way to configure it to send to a gmail account?
  • To post as a guest, your comment is unpublished.
    Dwarakesh · 3 years ago
    Hi everything is working great but i require two things first is i want attach the file i am currently working on automatically next is i want to send to multiple users

    thanks in advance
    • To post as a guest, your comment is unpublished.
      Roochops · 4 days ago
      use ; between users as below

      .To = "skyyang@extendoffice.com;bob@gmail.com"
  • To post as a guest, your comment is unpublished.
    Ottie · 4 years ago
    I have a "submit form" button on my worksheet and a macro enabled that will send it. Yet it comes through as a blank form. Can someone help me on how to get the data entered on the form to come through on the attachment?
    • To post as a guest, your comment is unpublished.
      Siggi B · 4 years ago
      Ottie, does your code save the workbook before trying to send? Any changes you have made since opening will only have been applied to a temp file (in case you were to close the WB and choose 'No' to the Save? ). So it may be sending the 'virgin' file.

      You could SaveAs the WB with the completed form as another file (ie FileToGo1), instruct Excel to attach FileToGo1 to the email, then delete FileToGo1 from the system, so that the next instance wont complain about overwriting an existing file. Or you could perform the SaveAs with a forced overwrite.

      This could also allow you to SaveAs a non-macro WB, so that the recipient doesn't get any alerts or disabling of the WB because their system is paranoid about possible macro security breaches.

      Cheers,

      Siggi.
  • To post as a guest, your comment is unpublished.
    nishant goel · 5 years ago
    Hi,


    This VB coding suits my requirement but there is a peoblem in this. i do not want to send my mail directly.i wnat to check my mail before sending as i have to send this mail to different persons. so i want to edit the name of the receiver.Please Help & revert.

    regards,
    Nishant Goel
    • To post as a guest, your comment is unpublished.
      Siggi B · 5 years ago
      to review the email before / instead of sending it, replace the ".send" with ".display" at the end of the With block.

      Cheers,
      Siggi.