You could use this to do things like automatically create and send PDF invoices by email at the end of the month. This means you can convert PDF files as part of some automated process. There is a Power Automate action that can convert files to PDF. Convert File to PDF in Power AutomateĪll the previous options to convert your Excel file to PDF are great and they will save you valuable clicks, but they are not automated. The PDF of the converted Excel file will also be added as an attachment. When you press this command, it will automatically create a new Outlook email with a subject line of the Excel workbook name. This will place the E-mail as PDF Attachment command into your quick access toolbar.

Scroll down and select E-mail as PDF Attachment.

In the Excel Options menu and you can add the E-mail as PDF Attachment command. This is super useful if you need to email your files as PDF’s.Īgain, right click on the quick access toolbar and choose Customize Quick Access Toolbar from the menu.

It will convert your Excel file to PDF and then create a new email message with the PDF attached. This is one of my favourites on the list as it does two things for you. Email as PDF Attachment Quick Access Toolbar Command You can now use this command from the Quick Access Toolbar to publish your Excel file as a PDF document.

Press the Add button to add the command into your selection of Quick Access Toolbar commands.

Scroll down and select Publish as PDF or XPS.

Make sure you’re on the Quick Access Toolbar tab in the Options menu.

This will open up the Excel Options menu and you can add the Publish as PDF or XPS command from here. Right click anywhere on the quick access toolbar and choose Customize Quick Access Toolbar from the menu. You can add the publish as PDF command to the quick access toolbar to avoid the step of going to the File tab. Publish as PDF Quick Access Toolbar Command This will open up the Publish as PDF or XPS menu, which is exactly like the Save As menu and you can choose the location to publish as well as access advanced PDF Options. It turns out, you can use this to export your file as a PDF! I never really noticed this, but there’s an Export option in the File menu. This will open up a the Save As menu and you can navigate to a new save location as well as access the advanced Options for PDF files. If you want to change the save location or access other advanced PDF file options then you can click on the More options link just below the file type selection. This is the most commonly used method and you might have already used this once or twice already.Įasy enough, and your new PDF file will be saved in the same location as the Excel file is saved.

Email as PDF Attachment Quick Access Toolbar Command.

Publish as PDF Quick Access Toolbar Command.

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