How to convert Microsoft Excel and Word documents?

This process allows you to link Microsoft Excel statements or schedules into documents - from notes to financials - that are created in Microsoft Word, allowing you to create a continuous print job from one program and to share data so that process only needs to be created and updated in a single document or workpaper.

In the example below we will take a portion of the financial statement created in Microsoft Excel and link the document to the Footnotes of the financial statement created in Microsoft Word.

1. From the Engagement CS Tree View window right-click on the Microsoft Word document, i.e. the Footnotes of the financial statement, and choose to Open with Word.
2. Minimize the Word document.
3. From the Engagement CS Tree View window right-click on the Microsoft Excel document, i.e. the financial statement, and choose to Open with Excel.
4. In the Excel document highlight the portion you wish to copy into Word and choose Edit > Copy.
5. Minimize the Excel document.
6. Maximize the Word document and with your mouse cursor pointed to the section you wish to paste the copied Excel portion, choose Edit > Paste Special.
7. Click the Paste link option and highlight the Microsoft Office Excel Worksheet Object.
8. Click OK to insert the linked table into the Word document.

To reflect any changes made in the Excel document into the Word document you must update the link. In the Word document right-click on the worksheet object that you copied from Excel and choose Update Link.

Note: In Office 2007 / 2010 the link in the Word document can be updated automatically when the Word document is opened if the option called "Update automatic links at open" in marked in the General section of the Advanced options dialog in Word. This option is available in Word 2007 from the Office button > Word Options > Advanced > mark "Update automatic links at open" under the General section.

Additional Note: If you wish to view the document(s) or if changes need to be made to the linked data, both the Excel workpaper (source of the linked content) and the Word document (target for the linked content) should be opened at the same time in Engagement CS. To prevent any performance degradation while opening the Word document in the engagement workspace, we recommend that you always open the Excel workpaper first.