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Coen97's avatar
Coen97
Copper Contributor
Jan 11, 2023

Linking data within a word file

Hi,

 

Hope're all well. 

 

I am currently working on creating a linked template between word and excel.

For this I have created a link between 1 excel and 1 word document. However, I want to use this template for all kinds of different projects. So in order to avoid having to update all the 100's of links between the word and excel when I create a project specific excel, I want the link between word and excel only to link and update a few tables. From these tables word could get all the information for the other needed data (my idea was through cross referencing). 

 

So essentially I want word to use cross referencing but show the actual data that it's cross referencing to and not the hyperlink which takes you to the table. Is this possible? If so how can I achieve this?

 

Best,

 

Coen 

1 Reply

  • Charles_Kenyon's avatar
    Charles_Kenyon
    Bronze Contributor
    Jan 11, 2023

    Coen97 

    I do not know that it will do what you want but I use Mail Merge from an Excel file to provide linked information in numerous documents.

    This is for production of one document at a time, not a bulk mailing.

     

    I have macros in the document templates that (1) change the new document to a mail merge primary document, link to the Excel file, and call up a dialog for me to select a record set and (2) unlink the document from the data set upon a button push.

     

    If you use Mail Merge, you would simply put the merge fields in the spots you want rather than using cross-referencing.

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