From Excel to Outlook: how to do the link especially with files such as PDF

pveri

New Member
Joined
May 17, 2016
Messages
3
In my company we always have to attach 3 PDF files when it comes to sending an e-mail (by Outlook) to a client regarding a product. Sometimes when we speak about several products, we have to send even more PDF files. Hopefully some files are redundant because they are "family" of products but still it's really a mess.

Then I got the idea of creating an excel sheet with the list of all the products and all the associated PDFs to send. The idea is to tick the box of which files we want to send then click on the big email icon and all the chosen documents will be already attached to an e-mail in Outlook. After that all you have to do is to write the name of the client and you're done: send it!.

Having an idea is great but implementing it is better. That's where my Excel and VBA skills are lacking. Here are the questions:

1.how to assign a pdf files to a "box"


2.how to create the link from Excel to an email in Outlook by simply clicking on the mail icon so that all chosen documents are attached in the email?


Here are two pictures that will help you understand the issue. Thank you for your help!


u5WT8eD


XBZVMD5
 

Excel Facts

What is the shortcut key for Format Selection?
Ctrl+1 (the number one) will open the Format dialog for whatever is selected.

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