Email a File Directly From Office Application

Issue

How do I email a file directly using Word (or PowerPoint, Excel)?

Environment

Microsoft Office

Windows

Email must be set up in Outlook

Cause

If you have an email account set up in Outlook, you can email an Office document (Word, Excel, PowerPoint) directly from the document instead of saving the file and then attaching it in an email. This saves time and effort.

Resolution

1. Click File> Share> Email
2. Choose one of the available options:
   • Send as Attachment
   • Send as Adobe PDF
   • Send as PDF
   • Send as XPX
3. Outlook will open with the document attached in the desired format
4. Write the email and send as usual

Do you still need assistance? Create a support ticket and someone will contact you: Email a File Directly From Office Application