Linked Documents

Linked Documents brings PDF source documents directly into Microsoft Excel, helping you keep spreadsheet data connected to the documents behind it.

Attach and organize PDF documents within your Excel spreadsheets, create auditable references between spreadsheet cells and PDF content, and navigate directly from Excel to the corresponding source information.

Linked Documents provides tools for document-intensive workflows, including:

• Link Excel cells to text, numbers, and regions in PDF documents.

• Navigate from spreadsheet references directly to the source location in a PDF.

• Search across linked PDFs for exact text and pattern-based matches.

• Extract information from PDFs into Excel.

• Build rule-based workflows for extracting recurring fields from forms and similar documents.

• Add comments, annotations, and markups while reviewing documents.

• Compare PDF documents and review text and graphical differences.

• Organize linked source documents together with the spreadsheet where the information is being used.

Linked Documents is designed for workflows where spreadsheet outputs need to remain connected to their supporting documentation, including financial audit and control, engineering and construction, procurement, and finance.

Keep the document, the source evidence, and the spreadsheet work connected in one Excel workflow.