Hello,

I'm working on an Excel spreadsheet, which is to be used as a workflow management tool between our Sales & Service teams. The Sales team completes the first two tabs on my spreadsheet (so that the information can be passed over to the Service department).

At the bottom of the 2nd tab, I want to have a button which, when pressed, will save the Excel file to a location (I haven't specified yet as we're working on a suitable location) on SharePoint and then e-mail this location via Outlook (in the body text of the e-mail) over to Service. I don't want the e-mail to send, just open up a "new e-mail" with this location in the body of it.

Once Service gets this e-mail, the Technical Supervisor will fill out the information in the next 2 tabs. At the bottom of the 4th tab, I'd like to have a similar button, which will save the Excel file to that same location in SharePoint (i.e. updating the file) and put the location in an e-mail to the Service Engineers (who will install the machine).

Once the Service Engineer receives this e-mail with the location, they can then get the Excel file, see all the information there and fill out their tabs. On the final tab (end of installation checklist), I would like to have this button again, which will save the file to the same location on SharePoint and add the location in the body of an e-mail.

The idea is that we only want to have one Excel file per order, to have the information transferred across as automatically as possible and keep progress of the file as it goes through SharePoint.

Can this be done?

Many thanks for feedback on this

Nicky