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Linked Documents

Linked Documents helps teams attach, organize, review, search, and extract information from linked PDF documents inside Excel.

This documentation introduces the add-in and guides users through the main workflows, from opening the task pane to managing files, annotations, references, search, and extraction.

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FilesOpen the add-in workspace, import PDFs, and organize linked documents.Comments and AnnotationsMarkup tools for drawing, commenting, and reviewing document regions.References and ExtractionLink spreadsheet cells back to PDF content and manage reusable references.SearchFind exact or pattern-based matches across imported PDFs and jump straight into the viewer.Form ExtractionBuild rule-based field extraction workflows from the current Excel selection.