Send an E-mail Directly From Word or Excel

BY STANLEY ZAROWIN


 A colleague told me I can send e-mails right from Word— I don’t have to be in Outlook. If so, how can I do it?

 Your colleague’s right. There’s no need to switch into Outlook to compose and transmit a message. In fact, you even can do it in Excel. Not only can you send e-mails in those applications, but also you can add the document or spreadsheet you’re in as an attachment.

You need two e-mail commands (icons) added to your toolbar to activate the commands. In Word, click on Tools, Customize and be sure the Commands tab is highlighted. Then click on File and move down the Commands column until you come to Mail Recipient and Mail Recipient (as Attachment) .

Hold down the left mouse button and drag both icons up to your toolbar. Now, when you click on the Mail Recipient icons, the Outlook address bar is evoked (see screenshot below).

And if you click on the Mail Recipient (as Attachment) icon, the current document will be attached to the e-mail.

In Excel, the steps are the same. 

SPONSORED REPORT

How the election may affect taxation of business income

This report summarizes recent proposals to reform the U.S. business income tax system and considers the path to enactment of any such legislation.

VIDEO

How to Excel pivot a general ledger

The general ledger is a vast historical data archive of your company's financial activities, including revenue, expenses, adjustments, and account balances. J. Carlton Collins, CPA, shows how to prepare data for, and mine data with, PivotTables.

QUIZ

Did you follow 2016’s biggest accounting news?

CPAs will remember 2016 as a year of new standards and new faces. How well did you follow the biggest accounting events? The 7 questions in this quiz will help you find out