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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.
  1. In Engagement Manager, open the Microsoft Excel workpaper in Edit mode.
  2. In Engagement Manager, open the Microsoft Word workpaper in Edit mode.
  3. In Word, select
    File
    , then
    Options
     and select
    Advanced
    .
  4. Go to the
    General
     section and mark
    Update automatic links at open
    , then select
    OK
    .
  5. In Excel, highlight the content and select
    Copy
    .
  6. In Word, select
    Paste
    , then
    Paste Special
    .
  7. Select
    Paste link
    ,
    Microsoft Excel Worksheet Object
    , then
    OK
    .
  8. Make any additional changes to the Word document as needed. When you're finished, select
    Save to GoFileRoom
     in the GoFileRoom toolbar and close the document.
  9. In Excel, select
    Save to GoFileRoom
     in 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”.

This article applies to:

  • Product: Engagement Manager
  • Subject: Documents, Workpapers
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