KWIK Utilities EXCEL Add-In

Attach to Email

What it does

Attaches the active Workbook to the currently open Email in Microsoft Outlook. If there is no open Email, a blank Email is created.

Benefits

• Excel provides ‘Share via Email’ functionality to Email a Workbook from Excel via Outlook. The functionality always creates a blank email and attaches the Workbook to it.
• If you want to attach a Workbook currently open in Excel to a reply of an existing Email, you need to first save the Workbook, switch to Outlook, open the Email and manually navigate to the folder and file to attach.
• KWIK Utilities automates this functionality from within Excel thereby streamlining the process.

Instructions

1. Open an existing email in Outlook. You can leave the email in read mode or you can press the reply button to go into edit mode and work on the email first. Alternatively you can create a new email.
2. Switch to Excel.
3. Click ‘KWIK' -> 'File' -> 'Email'.
4. The Workbook will be attached to the open Email.
5. If the open email is not in Draft mode, e.g. an email that has not been replied to, a 'Reply All' email is automatically created.
6. If there is no open email, a blank email will be created and the Workbook attached to it.
7. If there is more than one open email, the active one will be selected.
8. The email is left in Draft mode, i.e. you can edit it before pushing the send button.