You can create, modify, and view documents with linked objects using the iManage Links Manager panel available in iManage Work Desktop for Windows 10.8.0 or later. Documents containing linked objects are supported in the following applications:

  • Microsoft Excel 2016 
  • Microsoft Excel in Microsoft 365 version 2110 or earlier versions
  • Microsoft Excel in Microsoft 365 version 2204 (Monthly channel) and later

  • Microsoft Excel in Microsoft 365 2208 (Semi-Annual channel) and later

NOTE:

  • If you are using any other version of Microsoft 365, the iManage Links Manager Change Source option does not work and this prevents the upgraded iManage Classic links from being opened for editing and can cause Microsoft Office to become unresponsive. Microsoft Office 2019 and Microsoft Office 2021 also have this issue. This is a Microsoft issue and Microsoft has confirmed that is addressed in the following releases (MS Case #:29667012):

    • Monthly Channel: The fix is available in the Current Channel version 2204 and is available for users from second week of May 2022.
    • Monthly Enterprise Channel: The fix is available in the Monthly Enterprise Channel in version 2204 and is available for users in the patch Tuesday release for June 2022.
    • Semi-Annual Channel (Preview): The fix is available in Microsoft's Semi-Annual Channel (Preview) update for Office 365 subscription customers in version 2208 and is available for users in the patch Tuesday release for September 2022.
    • Semi-Annual Channel: The fix will be available in Semi-Annual Channel update for Microsoft Office 365 subscription customers in version 2208. The fix is expected to be available to users in the patch Tuesday release for January 2023.
    • Office 2021: The fix will not be available for Microsoft Office 2021.
    • Office 2019: The fix will not be available for Microsoft Office 2019.
  • You can add, modify, or remove links using iManage Links Manager only if you have iManage Drive 10.7.1 or later installed on the same machine on which iManage Work Desktop for Windows 10.8.0 or later is installed. For more information, refer to Prerequisites.
  • When you open a document with no data saved to iManage Work, the Manage File Links option that is used to open the iManage Links Manager panel is unavailable. The Manage File Links option is enabled only when content is added to the document and it is saved to iManage Work. 

  • Use OLE linking within Microsoft Excel only. Cross application linking is not supported. For example, you cannot add a Microsoft Excel document to a Microsoft Word document or a Microsoft PowerPoint document to a Microsoft Excel document.  

  • Create OLE Links using only Microsoft Excel 2007 .xlsx formatted documents. Microsoft Excel 2003 .xls file format is not supported. 

This section contains the following topics: