Refreshing an emailed spreadsheet

We just upgraded from 8.4 to 9.0, and almost certain before we could email a spreadsheet with XF functions and immediately refresh the spreadsheet with button in the ribbon when already logged in.  Now the Refresh Sheet button is grayed out, and now you have to "save as" the spreadsheet then refresh because the spreadsheet is in "read only" mode.  I'm trying to decide if it changed with the upgrade, or if one of the Preferences settings affect this, or if we are just not remembering correctly.  Any ideas or are we just wrong?