Word provides built-in functions to send documents by e-mail. This project builds on that functionality to send the active document by e-mail using Outlook, either as the body of an e-mail message complete with the Outlook signature associated with the default e-mail account, or as an attachment to an e-mail message, either in Word document or PDF format.
The add-in is intended to be compatible with Word versions from 2007 to the latest version.
When installed, the add-in places a pair of buttons in a group added to the Home tab of the ribbon
The buttons are self explanatory.
This allows the user to create e-mail messages in Word with the current document as the body of the message, and select Outlook account from those available. Any Outlook signature associated with the selected e-mail account is omitted.
Clicking the button creates the message in Outlook and displays it, allowing the user to add any missing information, and whatever other messaging options are required, using the Outlook dialogs.
Note that Word document and HTML e-mail message formats are entirely different from one another, so the resulting message may not appear in Outlook as intended.
If you want the recipient to see the document as it appears in Word, then you need to send it as an attachment, ideally in PDF format. The second button provides the option to send the attachment in the original Word format or in PDF format.
Whereas sending as e-mail body does not include any additional dialog, sending as attachment provides some additional options via a userform:
The dialog includes the provision to create the covering message from a pre-prepared Outlook message template, with or without the signature associated with the chosen e-mail account.
The remaining options, which include an option to change the name of the attachment, are straightforward and self explanatory and their values are stored between uses.
If the option to rename is checked, you must enter a name in the text box, which then becomes available, or you will see a warning message. Choosing an alternative name does not affect the name of the original document.
Otherwise, users may enter as many or as few values as they wish, as they will have a further option to edit the message after it has been created.
Inspired by a project for a private client, this add-in is intended to enhance the built-in Word options concerned with sending documents by e-mail.