One of the top tasks we do in Outlook is share and update files. Quite frequently, we’ll receive an email from a colleague that contains an attachment we are required to review/edit. In most cases, we’re dealing with documents that we are required to keep a copy of; hence, the best course of action is to save the file to our computer, make the necessary changes and then email the updated copy back to its originator.
But, what if we just need to make a simple update/correction to a file we don’t necessarily need to retain? Perhaps a co-worker or fellow student merely needs a second pair of eyes on a task they are completing. In situations such as this, you can quickly and easily make changes to a document directly from Outlook…here’s how:
- Open the email that contains the attachment and click on Forward. (If you select Reply, the attachment may not be included.)
- Within the forwarding email, double-click on the attachment to open it.
- By default, the document opens in protected view. Click on Enable Editing near the top of the screen so that you can make changes to the document.
- Make the necessary changes to the document.
- Click on Save and close the document.
- Compose the email as needed, remembering to enter the required recipient(s) and send the email.
- When the user receives the email, it will contain the changes you made.
Remember, this method is a quick solution and is best used when working on a file that you do not need to keep. If you’re working on an important attachment that you need to retain, save it to your computer first and then edit the saved document; not the email attachment.