Update the Path to a Link's Excel Workbook

If there is a change in the path to the Excel workbook that links added to Word reference, you can easily update the links you've added to Word to reference the new path. You must do this when the path changes to maintain the connection between Excel and Word. For example, if you rename an Excel workbook that links in Word reference, you must update the links with the path to the renamed workbook to maintain the links' connection between Excel and Word.

In addition, when an Excel workbook changes location, you must update the links in Word with the new path to maintain the links' connection between Excel and Word.

Note: To use an Excel workbook with ActiveLink, the Excel workbook must either be saved to your computer's hard drive or stored in a network drive or in an ActiveDisclosure project. All other storage locations are not supported by ActiveLink.

For more information, see the following sections: 

• Supported Storage Locations for Excel Workbooks
• Update the Path to a Link's Excel Workbook

Supported Storage Locations for Excel Workbooks

When you update the path to a link's Excel file, the Excel file containing the workbook you want the links to reference must be stored in one of the following supported locations. All other storage locations are not supported by ActiveLink.

Location	Example Path
Saved to your computer's hard drive	file:///C:\Users\KellyDiaz\Desktop\Excel_File_Name.xlsx
Stored on a network drive	Fully qualified network path:  \\SERVER_NAME\Folder_Name\Excel_File_Name.xlsx Mapped network drive: S:\Folder_Name\Excel_File_Name.xlsx
Stored in an ActiveDisclosure project Note: This option is only available for users who use ActiveLink with ActiveDisclosure.	https://app.activedisclosure.com/sites/XYZCorp/584ceg8542c24e7fa6p4b7de9d85d5f8/Project Document Library/Excel Workbooks/Excel_File_Name.xlsx Note: When you are updating the path to a link's Excel workbook and the workbook you want the links to reference is stored in an ActiveDisclosure project, you must enter the full URL path to the workbook. The full URL path begins with 'https' and ends with the file extension of the Excel file such as '.xlsx'.

Update the Path to a Link's Excel Workbook

After you add a link to Word, you can update the path to the link's Excel workbook if necessary.

To update the path to a link's Excel workbook

1. With the Word document open, click Index from the ActiveLink ribbon. The Index panel, ActiveLinks tab opens.
2. In the Index panel, ActiveLinks tab, select the links for which you want to update the path to the Excel workbook:

   1. To update the Excel path for the individual links you specify, select the check box next to each link you want to update, click the Options icon , and then select Update Excel Path from the menu that appears.

      

      Note: To update the Excel workbook path for a single link, you can also right-click the link and select Update Excel Path from the menu that appears.

   2. To update the Excel path for the links that reference the same workbook, click the drop-down below the ActiveLinks tab, select View By Workbook, and then select the check box next to workbook(s) for which you want to update the path.

      

   The Update Excel Path window opens, listing the links for which you've selected to update the Excel path.

   

3. Enter the path to the Excel file in the File path field or click Browse to browse to and select the Excel file.

   Note: If you enter a file path to a file that is an unsupported file type or enter a file path that exceeds 255 characters, the red validation box that surrounds the File Path field does not disappear.

4. Click Update. The links are updated with the new Excel file path.

5. Optionally, use the Filter by check boxes to filter the results of the path update to the Excel file:
   • Errors: Filter the links that were not updated with the path to the selected Excel file because an error occurred during the Update Path operation for this link. For example, an error will occur when the inputted Excel file does not exist.
   • Complete: Filter the links that were successfully updated with the path to the selected Excel file.
   • No Changes: Filter links that were not updated because they already referenced the Excel file you specified.

   Note: If all Filter by check boxes are greyed out, all of the links' paths were successfully updated to the Excel file you specified.

6. Click OK.