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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​

Linked Documents Ribbon Commands​

Excel ribbon showing the Linked Documents tab and its command buttons

Linked Documents Add-in Pane​

The Linked Documents task pane open in Excel showing imported files and annotations

Start Here​