Automatic? What constitutes 'automatic' in this context?

With regard to '1'. Do I take it that the Outlook message with just a subject is sent to you and that as a consequence, you create the reply with the attachment and send it back?

That should be feasible but it seems to be a tortuous process.



You would need a rule to identify the incoming messages that fit the bill and run a script that opens Excel, creates and saves the PDF and attaches it to a reply.

You will need to modify your existing Excel macro so that it can be called with the customer code parameter.

Why not simply give the colleagues access to Excel file, let them create the pdfs and forget all about the e-mails?

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Graham Mayor - MS MVP (Word) (2002-2019)
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Well, "automatic" refers to an automated routine that constitutes of a series of complicated steps

I don't want to give access to the full file because the file (~200 MB) contains the entire exhaustive info and data for the entire portfolio of ~300k customers - it wouldn't be a good idea that everyone can take this valuable data and handle it in ambiguous ways...

We agree on the process - however i would really need help for the part that has to do with the explicit code needed...