How to Send an Excel File in an Email

Using Send to Mail Recipient Option

For users of Outlook, the 'Send to Mail Recipient' feature is a quick method to email a single worksheet or part of a worksheet. First, add the option to the Quick Access Toolbar in Excel. You can then send parts of a data set or the entire workbook directly as an attachment.

Attaching Excel Files in Emails

Excel's 'Send as Attachment' function allows you to attach the current file to a new email. Ensure you save the file before using this feature. If you frequently work with the same files, use the Recent Items menu to attach files to your emails swiftly.

Alternative Methods for Attaching Files

For non-Outlook users, copying and pasting the file path into your email client's attachment field is efficient. This method is universal for any email client and file type. Alternatively, drag the Excel file onto an email in the 'Save As' dialog to attach it.

Emailing Excel Files in Different Versions

For users of Excel 2010 or 2016, multi-sheet workbooks can be sent through email. Excel 2013 users can toggle between the spreadsheet and the email attachment using alt-tab. Remember, sending workbooks to multiple recipients with BCC requires coding from Excel 2010 onwards.

Preventing Issues with Email Attachments

Properly set up network or VPN connections to ensure emails with attachments are sent to the 'sent' folder correctly. Avoid using OneDrive to send emails as it may prevent recipients from opening the file. Always save your Excel file before attempting to send it as an attachment.

Special Note for Construction410 Email Users

When sending an Excel spreadsheet as an email attachment, select the file type in the File->Share window. If you fail to select the type of file, only a link to the document will be sent, not the file itself.

Common Use Cases

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  Sharing a weekly sales report with a team
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  Sending a monthly budget spreadsheet to a manager
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  Distributing a list of event attendees to an event coordinator
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  Forwarding an updated project timeline to stakeholders
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  Providing a client with a detailed invoice

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