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Email Workbook as Excel Attachment

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Molly P
Molly P Rank 4 - Community Specialist

Currently, it is not supported to email a workbook. One of the following options is a need for our company for exporting and sharing workbooks:


1. Be able to select Excel as an attachment format for workbooks when creating an Agent

2. Be able to use the Actions > Email functionality to email a workbook as an Excel attachment

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Delivered in the November 2024 update

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