Display Microsoft Excel data linked to Engagement Manager in a Word document
Follow these steps to display Microsoft Excel data, such as statements or schedules, in a Microsoft Word document, such as financial statement notes or audit reports.
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Follow these steps in the exact order listed.
- In Engagement Manager, open the Microsoft Excel workpaper in Edit mode.
- In Engagement Manager, open the Microsoft Word workpaper in Edit mode.
- In Word, selectFile, thenOptionsand selectAdvanced.
- Go to theGeneralsection and markUpdate automatic links at open, then selectOK.
- In Excel, highlight the content and selectCopy.
- In Word, selectPaste, thenPaste Special.
- SelectPaste link,Microsoft Excel Worksheet Object, thenOK.
- Make any additional changes to the Word document as needed. When you're finished, selectSave to GoFileRoomin the GoFileRoom toolbar and close the document.
- In Excel, selectSave to GoFileRoomin the GoFileRoom toolbar and close the file.
To edit the linked workpapers, open the Excel file first, then the Word document. When you're ready to save the workpapers to GoFileRoom, save and close the Word document first, then the Excel file. If you close the workpapers in the wrong order, you'll get the following message: “Workflow Tools has fired an exception”.
