Sharing an Excel Workbook with Others

   Overview   

Excel allows you to quickly and easily share an Excel workbook with your colleagues.

   Instructions   

  1. Step 1You can share a workbook with others from within the Excel workbook. In the upper right-hand corner of the tool bar, click the Share icon button.
  2. Step 2The Share popup menu is displayed. Click to select the method for how you want to share a copy of your work book.
  3. Step 3The Link settings menu is displayed. Click to select how you want to send the link to your workbook.
  4. Step 4You can also choose whether the people you send the workbook to can edit or download the document.
  5. Step 5When you have finished making your selection, click the Apply button.
  6. Step 6: Next, enter the names of your contacts you want to receive the message. Alternatively, you can enter an email address. You can also add an optional message with more information for the recipients of your link.
  7. Step 7Once you have added the contacts, click the Send button to share the link.
  8. Step 8A confirmation box is displayed, indicating that the link has been successfully sent.

In this article, you will learn the steps to share an Excel workbook file with others using their email addresses.

1. Step 1

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You can share a workbook with others from within the Excel workbook.

Depending on your version of Excel, this may look like a box with an outward arrow or like a person with a plus sign.

In the upper right-hand corner of the tool bar, click the Share icon button.

2. Step 2

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The Share popup menu is displayed. Click to select the method for how you want to share a copy of your work book.

Example shown here: OneDrive - University of Georgia  link.

3. Step 3

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The Link settings menu is displayed. Click to select how you want to send the link to your workbook. 

Examle shown here: Specific people option to send to specific emails.

4. Step 4

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You can also choose whether the people you send the workbook to can edit or download the document.

5. Step 5

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When you have finished making your selection, click the Apply button.

6. Step 6

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Next, enter the names of your contacts you want to receive the message. Alternatively, you can enter an email address.

You can also add an optional message with more information for the recipients of your link.

7. Step 7

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Once you have added the contacts, click the Send button to share the link.

8. Step 8

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A confirmation box is displayed, indicating that the link has been successfully sent.