• Create and Manage Documents
  • Creating CaseView Documents
  • Creating Folders in the Document Manager
  • Creating Manual Documents
  • Creating Document Links
  • Creating a PPC Content File
  • Creating Document Placeholders
  • Replacing Placeholders with Actual Documents
  • Inserting an Image as a Document
  • Modifying Documents to use the Internal Image Viewer

Creating Document Links/Word and Excel Documents

Create a document link to access other external files or programs from the Document Manager without leaving Working Papers. You can also use the procedure below to create Word or Excel documents.

1. On the Home ribbon, click Document Link.

   

   Tip: See alternative methods to performing this step.

2. Complete the fields of the dialog. >>Quick Reference
3. Click OK.

Results

You have created a document link.