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How to send current workbook through Outlook from Excel?

Author: Xiaoyang Last Modified: 2013-12-16

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


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 = ""
    .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 = ""
  • .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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Comments (17)
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This comment was minimized by the moderator on the site
I went to the workshop and enjoyed it. I would like a workbook
This comment was minimized by the moderator on the site
I went to the workshop and enjoy it. I would like to get a workbook. Thanks
This comment was minimized by the moderator on the site
Hi,I tried to save the file with VB code but when I share over outlook or some other way the VB code is getting dropped.Kindly could you help me out so that with that excel file that VB code will be available all the time.
Thank you in advance.
This comment was minimized by the moderator on the site
Thanks for sharing, very useful and is there any option to refer the cell in the same file to pick mail ids
This comment was minimized by the moderator on the site
this is attaching the file but the file does not show any changes that were made. it is attaching the last saved version
This comment was minimized by the moderator on the site
Active workbook. Save at beginning of code should sort
This comment was minimized by the moderator on the site
Thanks for sharing Information but i want in workbook a particular One sheet Only as a new sheet
This comment was minimized by the moderator on the site
Is there any way for the formula to copy certain cells and add that info to the body of the email?
This comment was minimized by the moderator on the site
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?
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Does it actually save the file?
This comment was minimized by the moderator on the site
Is there a way to configure it to send to a gmail account?
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