SendThis action will send an email to the recipient identified in the Location field of the appointment. In the appointment Subject field enter “Send:” any text after “:” will be considered the subject of the email. Details in the appointment body will apply to the email body.
Watch this video to see this macro in action.
|1. Category (REQUIRED)||A Category titled “Word” is required for this macro to function properly. The color for this category has no impact on the behavior of this macro but will determine how the appointment display’s on your Outlook Calendar.|
|2. Subject (REQUIRED)||In the Appointment Subject Field enter “Send:” any text after “:” will be considered the name Subject of the email being created. (Ex. Subject = Send: Email this Word Document)||3. Location (REQUIRED)||The Location Field is a shared field for the Calendar Reminder Macro Send Action.
Use the text “Path:” and follow it with the entire path to where an file is that you want attached to the email. Add multiple email attachments using ; to separate the paths. (Ex. Location = Path: C:\….\Leverage & Lean\Workbook\Excel Workbook.xlsx;C:\….\Leverage & Lean\Documents\Word Document.docx)
***This is only 1 of 2 ways to add attachments for the Send Action (See Below)
Use the text “To:” and follow it with the email of recipient that you want to send the email to. Add multiple email recipients using ; to separate the email addresses. (Ex. To: email@example.com; AnotherEmailAddress@gmail.com)
|4. Appointment Body (Recommended)||Whatever is entered in the Appointment Body will serve as the Email Body in the newly created email. (This Field is Recommended)|
|5. Reminder (REQUIRED)||The Reminder Field controls when the action will fire based on the Appointment Start Date & Time.|
|6. Recurrence (Optional)||If the action you are creating needs to fire again at a future date & time then you can setup the Appointment to be reoccurring. (This Field is Optional)|
|Add Attachments (Additional Way)||There is another way to add attachments when using the Send Action. Navigate to the Insert Tab and use the Attach File button or Drag and Drop files directly onto the Outlook Appointment. If you add attachments this way you are taking the current state of the file at that point in time.
|Show As (Additional Field)||Not identified in the photo above is another field that you can use to impact the Send Action. The Show As field will allow you to control if the created email will display for review or send automatically. If you see the Free option within the Show As field the email will send immediately upon being created.
|[Date] (Additional Parameter)||In the Subject, Location, and Appointment Body Field. You can use [Date] followed by , and Date Formatting such as mm/dd/yyyy or “mmm” for Mar and “mmmm” for March to get name of current month. A full list of Date Formatting options can be found here! By Default Date Format will equal mm.dd.yyyy (Ex. Subject = Send: Send this Word Document on [Date,mm.dd.yyyy])
If using this parameter in the Location Field you must enter . instead of / because this is being used to attach a file.
Watch this video to get started using this macro.
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The Developer Tab is an additional section of the ribbon when activated allows you access to Visual Basic in Applications like Access, Excel, Outlook, PowerPoint, Word.
Once the Developer Tab is available you will have the capability to update your security to allow Macros to run in the current application.
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