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How to Share Excel 2013 Workbooks with IM

If you have access to Skype IM (Instant Message) or have Microsoft’s Lync software installed on the device running Excel 2013, you can share a workbook saved on your SkyDrive by sending a link to a co-worker or client via instant messaging.

To do this, simply open the workbook saved on your SkyDrive in Excel 2013 and then select the Send by Instant Message option on the Share screen in the Excel Backstage view (Alt+FHIM).

Then, fill in the recipient’s name in the To: text box or select it from your Address Book using the Search the Address Book for Contacts button that immediately follows this box.

Type any message about the spreadsheet you want to include into the Type Your Message Here text box and then select the Send IM button that appears near the bottom of the right-hand side of the Share screen under the heading Send by Instant Message.

If you want to send a copy of the workbook via instant message, it must be saved on a local drive on the device running Excel 2013 and your message software. Use the Save As command to save a copy of the workbook on a local drive, then open that copy before you select the Send by Instant Message option on Excel’s Share screen in the Backstage view.

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