Creating links using paste special option

You can also link documents using the paste special option provided in Microsoft Excel application by doing the following:

  1. Open the container document and the source document.

  2. Highlight and copy the portion of the source document to be linked in the container document.

  3. In the container document, place the cursor at the location where you want to insert the link.

  4. On the Home tab, select Paste drop-down menu and then select Paste Special.
    The Paste Special dialog box appears.

  5. Select Paste link and then select OK. The link to the source document appears in the container document.

  6. Refresh iManage Links Manager panel and the source document is displayed in one of the following sections:

    • iManage Links: if the source document is saved to iManage Work.

    • Microsoft Native Links: if the source document is saved locally on your machine.

NOTE:

When you use Paste Special to paste different sections of the source document into a container document, each instance of pasting text results in a unique source link reference in the iManage Links Manager panel. In these circumstances, a numeric differentiator appears for the source document indicating that it is added multiple times.

If any part of the source document is edited or the latest version of the source document is checked out, a blue dot is shown for all available links to the source document.