Assist Pro+ / Templates and Present

Export View as PDF and Email

Exports the selected content using the export view as pdf and email function.

Where to find it

Follow the ribbon path.

Assist Pro + → Templates and Present → Export/Push-to → Export View as PDF and Email

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Prepare and select the relevant range, worksheet or table in the intended workbook. On Assist Pro + › Templates and Present › Export/Push-to, choose Export View as PDF and Email to exports the selected content using the export view as pdf and email function. Inspect the exported document for missing ranges, formatting or confidential data.

Best use case

Sending a PDF version of the current report without multiple manual steps.

Everyday Excel

Avoids repeated copy/paste and export steps when you need to export the selected content using the export view as pdf and email function.

Accounting and audit

Moves reviewed schedules into AFS, audit reports or client correspondence by helping export the selected content using the export view as pdf and email function.