Eshrak Kader
Undoubtedly, Excel is a popular and useful tool for summarizing large sets of data. Now, wouldn’t it be great if we could attach documents in Excel? Sounds complex, right? Wrong! In this article, we’ll explore 3 ways of how to attach documents in Excel. In addition, we’ll also discuss how to attach a PDF file in Excel.
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3 Ways to Attach Documents in Excel
Assuming the List of Clientele dataset shown in the B4:F11 cells which contain the Company Name, Address, City, State, and Zip Code of the clients respectively. Here, we want to attach a word document with the Quarterly Sales figures for each location. Hence, without further let’s explore each method in detail and with the appropriate illustrations.
Here, we have used the Microsoft Excel 365 version, you may use any other version according to your convenience.
Method 1: Attach Document as Embedded Object
First and foremost, let’s start with the most obvious method to attach documents in Excel, in simple terms we’ll utilize Excel’s Object Linking and Embedding feature to attach a Word document. So, let’s see it in action.
📌 Steps:
- First, select the C14 cell >> go to the Insert tab >> click the Object option.
In an instant, the Object wizard appears.
- Second, click the Create from File option >> then, press the Browse button.
- Third, choose the file from File Explorer, here, it is Quarterly Sales Report.docx >> hit the Insert button.
- Fourth, insert a checkmark for the Display as icon option >> press the OK button.
Voila! You’ve attached the Word document in Excel. It’s that simple.
Read More: How to Open Embedded File in Excel (with Useful Steps)
Method 2: Embed Link to a File
Alternatively, you can also insert the link to any file in your Excel spreadsheet using a similar procedure as discussed above. In this case, we’ll employ the Object Linking feature of Excel. Therefore, let’s go through the steps in detail.
📌 Steps:
- In the first place, move to the C14 cell >> navigate to the Insert Ribbon >> select the Object option.
Now, this opens the Object dialog box.
- Then, choose the Create from File option >> enter the file path in the Browse field >> click the Link to file option >> hit the OK button.
Finally, the results should look like the image given below.
Read More: [Fixed!] Cannot Insert Object in Excel
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- Attach Zip File in Excel (3 Quick Tricks)
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Method 3: Create and Attach a New Document
In addition, you can also create and embed a new file into your Excel spreadsheet using the Object option. So, let’s begin.
📌 Steps:
- To begin with, jump to the C14 cell >> proceed to the Insert tab >> choose the Object option.
Not long after, the Object window pops out.
- Following this, click the Create New option >> select the Object type (in this case, we’ve chosen Microsoft Word Document) >> check the Display as icon option >> hit the OK button.
Afterward, this opens a Word document where we’ve added some of the inferences from the Quarterly Sales Report >> then, save and close the Word file.
In turn, your output should look like the screenshot shown below.
Read More: How to Attach Email in Excel (with Useful Steps)
How to Attach PDF File in Excel
Oftentimes, you may want to attach a PDF file in Excel. In the following section, we’ll describe the process with simple and easy steps, just follow along.
📌 Steps:
- At the very beginning, go to the C14 cell >> from the Insert Ribbon, click the Object button.
- At this time, select the Create from File option >> in the Browse field, enter the location of the file >> press the OK button.
That’s it you’ve inserted a PDF file into the worksheet. It’s that simple!
Read More: How to Insert PDF as Image in Excel (2 Simple Ways)
Practice Section
We have provided a Practice section on the right side of each sheet so you can practice yourself. Please make sure to do it by yourself.
Conclusion
In essence, this article shows 3 handy ways how to attach documents in Excel. So, read the full article carefully and download the free workbook to practice. Now, we hope you find this article helpful and if you have any further queries or recommendations, please feel free to comment here. Lastly, visit ExcelDemy for many more articles like this.
