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In this tutorial, Simon demonstrates how to save an Excel file as a PDF to ensure the recipient can view it without formatting issues, regardless of their software or operating system. The first method involves using the print option. To do this, navigate to "File" and click on "Print." In the print window, select "Microsoft Print to PDF" from the printer drop-down menu. This method allows for various customizations specific to the PDF, which do not affect the original Excel file. After selecting the desired customizations, click "Print" to save the Excel workbook as a PDF.