If your monthly report includes a copy of the updated inventory figures from one Excel worksheet, you can save yourself some time by establishing a link to the original data. That way, you won’t have to copy and paste it each month. By default, Word automatically updates data in a linked object when you open the Word file or when changes are made to the source data while the Word file is open. However, if you only need the table updated just before you send it to the printer, you can change Word settings so you can manually control the update.

Follow these steps:

  1. Click the Office button.
  2. Click the Word Options button.
  3. Click Advanced.
  4. Under General, clear the Update Automatic Links At Open check box (Figure A).

Figure A

Now when you open the document, you won’t receive a message asking whether Word should update the information in the linked object. Additionally, while your document is open, the source file can be opened only in read-only mode; no changes can be made to the linked objected or the source while the Word file is open.

When you’re ready to update the data in the linked spreadsheet, follow these steps:

  1. Click the Office button.
  2. Point to Prepare.
  3. Scroll down and click Edit Links To Files (Figure B).

Figure B

  1. Under Update Method For Selected Link, select the Manual Update check box and click OK (Figure C).

Figure C

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