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Publishing a Workbook to Microsoft Outlook

Overview


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


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Enter a Title, Description, and Author into the available fields.

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

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

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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.

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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.

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