SENDING WORKBOOKS Sending Workbooks for Review Sending a Worksheet as Attachment Routing a Workbook Routing a Workbook to the Next Recipient

   Sending Workbooks You can use Excel to send your Workbook to other people for review and comment, as an e-mail attachment, or route  Workbook.

  Sending Workbooks for Review

You can use Excel to send your Workbook to other people for review and comment.  

1- Open the Workbook you want to send.

2- From the main menu, choose File   →   Send to →  Mail Recipient (for Review). This

brings up a new message with the Workbook attached from your default email program.

3- Enter the recipients you want to include.

4- Customize your email subject and message.

5- Click Send. 

NOTE: This feature, when used with Microsoft Outlook, will turn on change tracking and help you with Workbook merging.

  

Sending a Worksheet as Attachment

You can use Excel to share your Workbook with other people using an email attachment.  

1- Open the Workbook you want to send.

2- From the main menu, choose File  →   Send to   → Mail Recipient (as Attachment)        . 

This brings up a new message with the Workbook attached from your default email program.

3- Enter the recipients you want to include.

4- Customize your email subject and message.

5- Click Send.

NOTE: You can attach only a selection of a Workbook.  Begin by opening the Workbook you want to send and selecting the range you want to send.  If asked Whether you want to send the entire Workbook or just the selection, click Send, and the selection will appear in the body of the message.

  Routing a Workbook

When you send a Workbook for review, all mail recipients receives their own copy of the message and Workbook.  This requires you to merge their comments and changes at the end of the review.

Alternatively, you can route a Workbook.  With routing, only one copy of the Workbook passed from recipient to recipient.  In order for this function to work, all recipients must use Microsoft Outlook as their email program.

While the Workbook is being routed, you can keep track of its progress.  At the end of the routing, the Workbook with its changes is returned to you.  

1- Open the Workbook you want to send.

2- From the main menu, choose File →     Send to →   Routing Recipients.

3- Enter the routing recipients you want to include.

4- Customize your email subject and message.

5- Click Route.

Routing a Workbook to the Next Recipient

When you receive a routed Workbook, you can review the file, add your comments, and send the routed Workbook to the next recipient.

1- Open the routed Workbook by following the instructions provided by your email

program.

2- Review the Workbook.

3- Add comments or make changes as needed.

4- From the main menu, choose File  →   Send to  →  Next Routing Recipient.

5- Click Route.