This mini-spreadsheet has some basic Microsoft® Excel® functionality, such as formulas. However, no CCH® ProSystem fx® Engagement, Workpaper Manager, or TB Link functionality is available within this area. This places a mini-spreadsheet into the Microsoft® Word document. This process is done by selecting Insert > Object > Microsoft Office Excel Worksheet. To do this, select File > Word Options > Advanced. In the Cut, Copy, and Paste section, set the option for Insert/Paste Pictures as to In line with text. To make the OLE links create with the proper Wrapping style, set the default link insert format to In Line with Text. The font style of text in a linked Microsoft® Excel® worksheet object may change in Microsoft® Word. If encountering a formatting issue or display issue with the OLE table in Microsoft® Word please follow the article to troubleshoot:. All sizing and formatting should be done within Microsoft® Excel® prior to linking to Microsoft® Word. Resizing or moving the link will cause the Wrapping style setting to change, resulting in an unstable link. After creating the OLE link, do not resize or move the link. 
To check this, right-click on the link (in Microsoft® Word), and select either Picture or Format Object, depending on the version of Microsoft® Word. Look at the Layout tab, and make sure that the Wrapping style is set to In Line With Text. After creating the OLE link, the Layout option of the link should always be In Line With Text. Spaces in a tab name may cause the Named Range to be replaced with absolute cell references causing the OLE links not to expand when rows and columns are added in Microsoft® Excel®. Worksheet tab names in Microsoft® Excel® should not contain spaces. Other link options (such as Unformatted Text and Formatted Text) should not be used, as this creates a link that may not be as stable as the Microsoft® Excel® Worksheet Object. customers should be using the Paste Link > Microsoft Office Excel Worksheet Object format. #INSERT INTO WORD IN EXCEL UPDATE#
Do you want to update this document with the data from the linked files?" when opening Microsoft® Word workpapers from CCH® ProSystem fx® Engagement or Workpaper Manager.
"The document contains links that may refer to other files. If the documents are linked are stored outside of the binder you will have issues when the file is passed to a machine that does not have access to the linked document path. 
All of the linked documents need to be inserted and opened from the same Engagement or Workpaper Manager binder prior to linking in order for these files to pass and link properly when synced to other local file rooms. When creating an OLE link between documents inside of Engagement or Workpaper Manager:. For the best results, the following recommendations have been written: Creating links between Microsoft® Excel® worksheets and Word documents is a common practice either through OLE (Object Linking & Embedding) or embedding a Microsoft® Excel® sheet in Microsoft® Word.
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