Microsoft Excel
Back to jkp-ads.com

Ron de Bruin
Excel Automation

Microsoft MVP Program

RDBMail Mail Add-in manual

Important message to visitors of this page

Ron de Bruin decided to remove all Windows Excel content from his website for personal reasons. If you want to know why, head over to rondebruin.nl.

Luckily, Ron was kind enough to allow me to publish all of his Excel content here.

Most of these pages are slightly outdated and may contain links that don 't work. Please inform me if you find such an error and I'll try to fix it.

Kind regards

Jan Karel Pieterse


Below you can find a small manual for the RDBMail add-in for Excel/Outlook 2007-2016.
You can find information how to install the add-in and you can download it on this page :
https://jkp-ads.com/rdb/win/addins/rdbmail.htm

 

Add-in information

On the Ribbon you will have a new Tab now named RDBMail and on that Tab there are 7 groups. The first one is the one you have already found, you clicked on the Help button that is in the first group named Manual because you are reading this now.

Then you see that there are four groups named Workbook, ActiveSheet, Sheets and Selection and every button in these groups open the same UserForm when clicked. The only differents is that the item selected in the top left dropdown is different on the UserForm. So if you make a wrong button choice in the Ribbon, you can choose another item in the dropdown without closing the UserForm first and clicking on the correct Ribbon button.

Click first on the button named Exact in the Workbook group now.
Then we click on the button named Customize first to explain the options in this dialog.

 

In the first text box you can enter the Save folder for the files that the add-in create. When you open the add-in for the first time it will create a folder for you in your Documents folder named RDBMail. But you can enter a different folder if you want in this textbox.

Below this text box you see a checkbox "Delete the XLS? Or PDF you sent" that is checked by default. Because it will create/save a new workbook and leave the original file untouched it is safe to delete every file you sent by mail. Note: you can always check the file you sent it in your Outlook sent items folder. But if you want to keep the files you sent in the RDBMail folder, uncheck this checkbox.

Then there is also an option to set the quality of the created PDF, by default it uses the standard setting named (publishing online and printing). Uncheck the checkbox for the minimum size (publishing online).

 

About the mail options

I think it is very easy to work with this add-in, but below you can find a small note about every mail option.

Workbook group (two options)
There are two options, the first one creates a mail with a exact copy of the ActiveWorkbook and you can use the second option to create a copy of the ActiveWorkbook with the sheets you want into the new workbook (select the sheets in the ListBox). You have also an option to make values of all the formulas, delete every Object (picture, buttons and other controls) and delete the VBA code if you want. Note: you can use the Object Options button to delete only certain type of controls if you want.

ActiveSheet group (three options)
There are three options, the first one creates a mail with a new workbook with a exact copy of the ActiveSheet and you can use the second option to create a new workbook with a copy of the ActiveSheet and have a option to make values of all the formulas, delete every Object (picture, buttons and other controls) and delete the VBA code if you want. Note: you can use the Object Options button to delete only certain type of controls if you want. The third option will create a mail with the ActiveSheet in the body of the Mail.

Sheets group (two options)
There are two options, the first one creates a mail with a new workbook with a exact copy of the selected sheets in the listBox and you can use the second option to create a new workbook with copy of the selected sheets in the listBox and also have an option to make values of all the formulas, delete every Object (picture, buttons and other controls) and delete the VBA code if you want. Note: you can use the Object Options button to delete only certain type of controls if you want.

Selection group (two options)
There are two options, the first one creates a mail with a new workbook with only the visible cells in the selection and you can use the second option to create a mail with only the visible cells in the selection in the body of the mail. If you have one cell selected the code will ask you to select a range but if more cells are selected it will use that range to create the mail.

 

What happens when I press on the Go or Go PDF button

When you make your choice and press on Go or Go PDF the SaveAs dialog popup and asks you for a file name and a new workbook or PDF will be saved after you press the Save Button. Then it will create the mail and it is up to you if you press the Send button. If you use the body option it will not ask you for a file name and it will create the mail directly. It is possible that the code will ask you for a password if you checked the copy as values option because it is not possible to do this on a protected sheet.

Is this Easy or not?
Tip: for testing use you own mail address so you can check the workbook/PDF that you sent.

New in version 3.0 is the option to hold the CTRL button when you press the Go or Go PDF button to use the subject, To, CC, BCC, body and file name that is stored in named ranges.

On the Formulas tab click on Name Manager to give 6 worksheet cells a name with as scope workbook. Note: You can also fill in the name of a cell in the Name box before the formula bar if you want. The cellls can be anywere in the workbook so not have to be on the sheet you want to mail for example.

Name the cells :

RDBMailSubject
RDBMailTo
RDBMailCC
RDBMailBCC
RDBMailBody
RDBMailFileName

Then enter the information into the cells. Note : when you enter the file name do not fill in the extension, the add-in will do that for you.

When you press CTRL-Go now you see that the mail is ready to send with all your info.

Note: when you use the Ctrl option the file you send will always be deleted from your computer, this is not the original file, don't worry <g>. You can always get it back from your Outbox if you want.

 

Mail VBA code Examples

When you click on this button in the Examples group it will open my Mail index page in your browser.
You can find a lot of VBA code examples on this page so you can create your own macros.

 

Insert Worksheet Template

Press the information button before the buttons named "Send Workbook Template" and "Send PDF Template" in the Insert Worksheet Template group to read about the WorkSheet templates that you can insert into your workbook.