Inserting a Link to an Existing Document
You can insert links to existing PolicyTech™ documents from within a Word or Excel document.
|
Notes:
- You can remove a PolicyTech link from a document just as you would remove a hyperlink you inserted using the Insert Hyperlink feature in Word or Excel (see Removing or Deleting a Link).
- Inserted document links do not appear in the Attachments window (when you click Links & Attachments and then Attachments).
|
From within a Word Document
Place the cursor where you want the link inserted.
- Click Links & Attachments, and then click Insert Link to Existing Document.
- In the Choose a Document window, find the document you want to link to (see Finding and Opening a Document if you need help), and then click the document title.
- In the Confirm window, do one of the following:
- Click Done.
- Click Add Another to insert another link at the current cursor location, repeat step 3, and then click Done when you are finished adding links.
The link or links are inserted into the document.
From within an Excel Document
- Click the cell where you want the link inserted.
Important: A link cannot be inserted into a spreadsheet cell that already contains information or that is being edited. Make sure that the cell you select is empty and that you are not in edit mode (that the cursor is not active in the Formula Bar or inside the cell).
- Click Links & Attachments, and then click Insert Link to Existing Document.
- If you see the window shown below, do one of the following:
- Click OK to erase the undo history, and then move on to step 4.
- Click Cancel, and then insert the link at a later time.
Important: You will see the warning only once during an editing session, but inserting a link always erases the undo history. To avoid erasing information from the undo history that you might need later, we suggest you insert links either as the first or last step of creating an Excel document.
- In the Choose a Document window, find the document you want to link to (see Finding and Opening a Document if you need help), and then click the document title.
- Click OK to clear the alert.
The link is inserted into the document.
Screenshot...
