Wednesday, December 8, 2010

Create & Mail PDF files from Excel 2007

When sending Excel files to co-workers or associates you should be aware that the recipient will able to change the document. Even if you take the time to save the document with a password, the recipient can save the document with a new name, and then modify the document. Now, if you are aware of this that's no problem. However if you want to protect the document, save the spreadsheet as a PDF. By doing this you will be protection our work from unauthorized changes.



A new feature of Microsoft Excel 2007 (with Microsoft Office Service Pack 2 installed) is the
ability to create and mail Acrobat Reader PDF files. If you do not wish to install Microsoft
Office SP2, you can install just the add-in. You can download it here :
2007 Microsoft Office Add-in: Microsoft Save as PDF

After the add-in is installed you can use the code below or do a manual Save As PDF.
Office Button >Save As ….PDF
Office Button >Send ….PDF

Note: In Excel 2010 the big round Office Button is replaced by File

Tips / warnings :

1) If you have also installed Acrobat Reader you can change OpenAfterPublish in the code to
    True to open the PDF file after you create it.
2) The mail code example is not working with Outlook Express or Windows Mail.
3) If you set OpenAfterPublish in the code to True then you can do a manual send in
    Acrobat Reader (also with Outlook Express or Windows Mail).
4) If there is no printer installed the add-in will not work. You only have to install a printer driver
    of one of the printers in the default printer list, you not need a real printer to use the add-in.
5) When you use a hyperlink to another place in the workbook or if you use the Hyperlink
    worksheet function the hyperlinks are not working in the PDF.


If your workstation still have Microsoft Office 2003 and you would like the upgrade to 2007 please create a Track-It work order requesting an upgrade.

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