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Chapter 3: Sending Workbooks Out for Review
In This Chapter
✓ Preparing a workbook for distribution
✓ Tracking changes made to a shared workbook
✓ Adding and reviewing comments in a workbook
✓ Adding ink annotations to a workbook on a Tablet PC ✓ Sending a workbook out for review
Given Excel 2013’s emphasis on saving your workbooks on your SkyDrive in the cloud, it behooves you to be familiar not only with Excel’s sharing capabilities (discussed at length in the following chapter), but also with
its capabilities for tracking collective editing changes (covered in depth in this chapter), which in effect, enable you and a team of co-workers to work together on creating and editing key spreadsheets.
In this chapter, you discover how to check your workbook to prepare it for distribution and then track the changes made to that workbook after you share it so that your co-workers can simultaneously edit it. You also find out how to merge changes that different workers independently make to the contents of the workbook so that you end up with a single, updated version that you can distribute within the company and outside it.
As part of the review process, you may want to just comment on aspects
of the spreadsheet and suggest possible changes rather than make these changes yourself or even mark up the spreadsheet with digital ink if your computer is equipped with a graphics tablet or running Excel 2013 on some sort of touchscreen device such as a Microsoft Surface tablet. In this chap- ter, you find out how to get your two cents in by annotating a spreadsheet with text notes that indicate suggested improvements or corrections, as well as highlight potential change areas with ink.
Preparing a Workbook for Distribution
The Info screen in the Excel 2013 Backstage view (Alt+FI) shown in Figure 3-1 enables you to prepare your workbook for distribution by inspecting the