How to Attach Documents in Excel (3 Suitable Ways)

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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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How to Attach Documents in Excel: 3 Ways

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.

how to attach documents in excel

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.

Attach Document as Embedded Object

In an instant, the Object wizard appears.

  • Second, click the Create from File option >> then, press the Browse button.

Selecting Create from file option

  • Third, choose the file from File Explorer, here, it is Quarterly Sales Report.docx >> hit the Insert button.

Browsing file

  • Fourth, insert a checkmark for the Display as icon option >> press the OK button.

Displaying Icon

Voila! You’ve attached the Word document in Excel. It’s that simple.

how to attach documents in excel using Object option

Read More: [Fixed!] Cannot Insert Object in Excel


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.

Embed Link to a File

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.

Selecting Create from file and providing file path

Finally, the results should look like the image given below.

how to attach documents in excel as embedded links

Read More: How to Insert an Excel File into Another Excel File


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.

Create and Attach a New Document

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.

Selecting Create from file and word document

Afterwards, 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.

Entering text into word document

In turn, your output should look like the screenshot shown below.

how to attach documents in excel using create and attach new file

Read More: How to Attach Screenshot in Excel


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.

How to Attach PDF File in Excel

  • At this time, select the Create from File option >> in the Browse field, enter the location of the file >> press the OK button.

Choosing Create from file option

That’s it you’ve inserted a PDF file into the worksheet. It’s that simple!

how to attach pdf documents in excel

Read More: How to Insert PDF as Image in Excel


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.

Practice Section for how to attach documents in excel


Download Practice Workbook


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 leave a comment in the below comment box.


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Eshrak Kader
Eshrak Kader

Eshrak Kader is a dedicated professional with a BSc. Degree in Naval Architecture and Marine Engineering from Bangladesh University of Engineering and Technology. He boasts a rich background in Microsoft Office Suite, and over the past year, he has authored over 120 insightful articles for the ExcelDemy. Currently, Eshrak leads a team of 5 in the ExcelDemy Video project and enjoys problem-solving and making videos on Excel. Eshrak’s passion for continuous learning underscores his commitment to excellence in... Read Full Bio

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