●    If this is the workbook's first schedule, click Add Schedule. If one or more schedules already exist, click + New schedule. A New schedule form opens. The Destination defaults to Email.

●    Enter a Schedule Name.

●    In the To field, enter the email addresses.

        ○    Separate multiple addresses with commas.

        ○    You can include up to 1,000 addresses.

●    In the Subject field, enter a subject line.

●    In the Email Body field, enter a message. 

●    Select one or more attachments from the Attachment menu. The options are:

        ○    Entire workbook exports all the workbook's pages. 

        ○    All the pages in the workbook are listed.  For each page's submenu, you can export the Entire page or select an                       element on the page.

●    In the Format as dropdown select a file format.

        ○    For an entire workbook, use PDF and choose either a portrait or landscape Layout. 

        ○    For an individual page, select either PDF or Image.

        ○    For an individual element, select either PDF, CSV, Excel, or Image.

               Important: CSV and Excel attachments export as raw data.

●    To add additional attachments, click + Add another attachment. Then repeat the previous steps 8-10 of these instructions. 

●    If you select more than one Excel attachment, you can export them together in one Excel file, with each element in its own tab. Select Merge Excel files. 

●    By default a link to the workbook is included in the email body. If you don't want that link to be included, uncheck Include workbook link.

●    Select one or more workbook controls to apply to the exported content. 

        ○    In the search box below Controls, search for and select the control by control ID. 

        ○    Select the control value(s) to apply to the scheduled export. 

        ○    Repeat this step to add additional controls.

●    Select your preferred send conditions. 

        ○    Under “Send,” select one of the following options: Always, If there's no data, If there's data, If a condition is met.

        ○    Send condition details vary by send selection.

                ■    Always: email is sent every time.

                ■    If there's no data: select a determining element under In data element.

                ■    If there's data, select a determining element under In data element.

                ■    If a condition is met:

●    Select a determining element under “In data element.”

●    Enter your options under Check If, In Column, and Is. Depending on your selection under Is, you may also need to                  provide a Value.

        ○    Click Test Condition to confirm if data in the workbook meets your selected condition. Test results appear in line                      with the button.

●    Click Create Schedule.