Publishing a Workbook to Microsoft Outlook

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Overview

With the Workbook Publisher open, ensure the Outlook checkbox is ticked.

</span> Enter a Title, Description, and Author into the available fields.

If there are pages you wish to exclude from the PDF, un-tick the codes in the Select All Pages section.



Click the Publish button. Microsoft Outlook will be opened automatically with the chart images inserted in the body of the email.

In the window that opens type in a name to save the PDF file as, and adjust the location if you wish. By default, the PDF file will be saved in My Documents > Optuma > Printed Files.

Click the Save button and the PDF file will be created. Then Microsoft Outlook will be opened automatically with the PDF attached to an Email.