Connector options

You can customize Connector settings from the Options dialog. To access the dialog, click the Add-ins tab, then in the Connector group, click Tools | Options. Available settings vary between Word and Excel.

Option Description

Local Currency Position

 Uses your local Windows Region and Language settings to determine where to position the currency symbol in relation to the balance amount. To modify the settings, launch the Windows Control Panel, then click Change date, time, or number formats | Additional settings... | Currency.
Zero as Dash Displays a dash (-) where the resulting value is zero. This option only applies to new linkages.
Create Connector tab in Office ribbon toolbar interface Adds a custom Connector tab to the ribbon in Word or Excel. Requires a restart of Word or Excel.

The Microsoft Excel worksheet icon as displayed in the Document Manager Excel formula updated immediately

Updates Excel to reflect the current value selected in the Linkage dialog. Resulting links display in the calculation bar, and resulting values display in the specified cell.

Links display in real time but are not immediately applied.

  • Click A check mark icon that accepts the cell linkage to apply the link to the cell. This action now sets a reversion point.
  • Click An x icon that reverts the cell linkage to revert the displayed link and value to the last reversion point.

If you do not perform either of these actions and close the Linkage dialog or click a different cell, then the changes are applied and a new reversion point is set.

The Microsoft Excel worksheet icon as displayed in the Document Manager Update only Caseware links on Recalculation

Allows you to switch between Excel's and Caseware's methods of recalculating.

The option is enabled by default, indicating that Connector only recalculates cells with Caseware links, which could result in slower calculations. Disable the option to switch to Excel's method of recalculating, which recalculates the whole sheet in exchange for faster calculations.

The Microsoft Excel worksheet icon as displayed in the Document Manager Combine Links

Allows you to add a document reference to a cell that already contains a formula.

Use Connector User Defined Functions (UDF)

Sets all new links to the User Defined Functions (UDF) protocol. Existing links are not affected.

To determine when to use the UDF protocol, see Connect to Working Papers.

Use Client File opened in Working Papers for UDFs

When this option is enabled, Connector establishes a connection with the Working Papers file that is currently active. This option is intended for Word or Excel documents located outside of a Working Papers file structure.

To determine when to use the UDF protocol, see Connect to Working Papers.

Note: Disabling this option will close the connection with Working Papers, however it may take a few seconds for Working Papers to register the change.

The Microsoft Word document icon as displayed in the Document Manager Calculate when opening a Word file

Enable or disable calculations when opening Word documents. This option is enabled by default.

Disabling calculations can improve document load times, however no calculations will take place.

Link Path Type

Adds a type modifier to the location of the active file.

  • Active Client: Includes the word active in the path. Connector interprets this as the currently active or open file in Working Papers, and does not link to a specific client file.
  • Client GUID: Includes the universal file ID associated with the current client file. This option links to a specific client file and ensures that the link remains valid if the file is moved.
  • Client Path: Includes the full path to the file in the link. This option links to a specific client file, provided its location does not change.

Note: This change only affects links created after enabling the option. Existing links are not affected.

The Microsoft Word document icon as displayed in the Document Manager Update DDE Links on Open

Set the default action for updating DDE links upon start up.

  • No: DDE links are not updated when the file is opened.
  • Yes: DDE links are automatically updated when the file is opened.
  • Prompt: An update prompt displays when the file is opened.