Send Email

Compose and dispatch mail through Outlook straight from Excel, with every field of the message able to point at a worksheet cell instead of being typed. Combined with batch mode, one click can produce dozens of different emails, each carrying the PDF generated for that iteration.

Use it to issue inspection requests, progress notices or payment reminders to many subcontractors — the data is already in the sheet, so no message has to be written twice.

Commands in this group

Command	What it does
Send Email	Opens the Outlook compose window whose fields point at Excel cells, with batch sending driven by a driver cell
Email Template	Opens SendEmail.xlsx, the template shipped with the add-in, already laid out with the standard columns
Import Email	The reverse direction — pull messages and attachments from an Outlook folder into an Excel sheet

Workflow: issuing inspection requests to several subcontractors

1. Click Email Template (in the Email Menu) for the standard data layout, or build your own sheet with columns for address, recipient name, company, subject, body and attachment paths.
2. Add a driver cell (for example B1 holding the subcontractor number) and a few cells that use INDEX against it to return that row's address, name, company and subject.
3. Go to tab DVD Addin → group File and Print → click Send Email.
4. Fill in the message: From (Sender), To, Cc, Bcc, Subject, Salutation, Recipient name, Company, Body. For each field either type the text or click the ⤴ button to point at the cell holding it.
5. Tick Add tab indent when the recipient list spans several lines and you want it indented.
6. In Link, put one link per line, either as Label: url or just the url.
7. In Attachments, put one file path per line, pick files through the Windows dialog, or point at an Excel cell holding several paths (use Alt+Enter inside the cell for line breaks).
8. Enable the Batch section: choose a Continuous range or a Discrete (1+3+5) list, and set the Driver cell (n).
9. To attach a PDF per iteration, enable Export sheet(s) to PDF and attach per iteration, select the sheets (Ctrl/Shift for several — they all go into one PDF) and enter a Base filename; the add-in appends _ + the iteration number + .pdf.
10. Click 💾 Save to remember the configuration, Preview to review the first message in the Outlook compose window, then Send once it looks right.

Example

Issuing round-2 inspection requests to 12 subcontractors. The Subcontractors sheet lists 12 rows; cell B1 holds the row number and D1:D4 use INDEX against B1.

Dialog field	Points at	Value when B1 = 3
To	D1	qa@contractor-c.vn
Recipient name	D2	Tran Minh Cuong
Company	D3	Contractor C JSC
Subject	D4	IR round 2 — Level 5 slab reinforcement
Driver cell (n)	B1	Continuous 1 → 12
PDF export	sheet RequestForm	base name IR_Round2 → IR_Round2_3.pdf

Click Preview to check the first message, then Send: 12 emails go out, each with its own IR_Round2_1.pdf … IR_Round2_12.pdf.

Tips and caveats

• Microsoft Outlook must be installed and configured — the add-in sends through Outlook, not directly to a mail server.
• Values in cell-linked fields are read at send time, so every iteration produces different content.
• Always use Preview on the first iteration before clicking Send — a sent email cannot be recalled.
• The driver cell is genuinely overwritten during the run; save the workbook before a large batch.
• Attachment paths must exist on disk; a single cell can hold several paths if each one is on its own line.
• When several sheets are selected for PDF export, they are merged into one file per iteration.
• If you start from Email Template, keep its header row intact — the email commands rely on that column layout; save it under a project name first so the clean original survives.
• The command needs an active DVDAddin account (Standard or PRO); it is fully available during the trial period.

See also

• Import Email — the reverse direction: pull messages and attachments from Outlook into Excel.
• Batch Print — the same driver-cell mechanism, used for printing and PDF export.
• Merge to Word — merge the same dataset into Word documents instead of email.
• Reference: Email Template — where SendEmail.xlsx lives and how to use it.