Linked Documents Manuals

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

This documentation follows the app's real workflow:

• Open the task pane from Excel.
• Import and organize PDF files.
• Review documents in the viewer.
• Add annotations and comments.
• Create text and table references back into Excel.
• Search across imported files.
• Run repeated form extraction workflows.

Screenshots

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Start Here

• Quickstart
• Files
• Comments and Annotations
• References and Extraction
• Search
• Form Extraction