I need to email a word document to a client. I also have an excel file that I need to send as well. I would like to place the excel file in a specific chapter within the word file so that the client only has to open it if required. Can someone guide me on how to do this with Microsoft Word?
You can also do a copy paste of the relevant excel sheet into the word document without actually emailing the whole file. Assuming you have a table that you want the client to see, you can select the cells, press copy inside Excel, go to word and then select paste. This will place the contents of the excel sheet on the required section.
Thank you Electrica. The excel sheet that I mentioned is actually an Excel workbook with multiple sheets. I do not want to clutter the word document with its content, but merely have a link so that the client can referred to it if required. I have this fear that the client will lose the excel sheet if I send two separate files. Is there a way of combining both?
One method of embedding the excel sheet would be to embed a link to the file at the specified place in the word document. In this method you need to ensure the excel sheet and the word document are on the same location. And then you need to email both files together.
The second method involves embedding the whole file inside the word document. In the second method, the entire file is copied into the word document. You only need to email the word document to the client. The file size of the word document will increase in this method.
This is called "Object Linking and Embedding" or OLE for short. Its a technology that allows files from different to be embedded and activated on double click. The respective applications must be installed in each machine where the file is to be used.
How do I basically get about this "Object Linking and Embedding" thing with Microsoft Word? Would it be faintly possible for you to show me step by step on how to get about it?
The easiest is to "Drag and Drop" the Excel workbook into Microsoft Word.
The alternative method is to use the menu options in Word.Â
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The "Drag and Drop" solution worked. I can now see an Excel document icon at the desired location. But how do I make sure that the file is embedded and that it is not linked?
In order to make sure that the Excel workbook is really embedded perform the following steps:
Right click the embedded object. Select "Packaged Object" => "Edit Packaged Object"
In the pop up that opens, if the description starts with "Copy Of" then the file is embedded. If the description states "Link To" then the file is linked. The following screenshot will help you.
Matilda,
Please note that the "Drag and Drop" method works if you drag a file created in a different version of Microsoft Excel. If it is the same version, Microsoft Word 2003 with a Microsoft Excel 2003, Word will simply open it up and embed the worksheet instead! You will need to use the "menu" method as specified by WizKid for embedding files created with the same version within the Office suite of products.
Thank you Electrica. It slipped my mind. You are correct in the "Drag and Drop" method. If it is the same version of Office, Word will open the workbook and embed the work sheet in full display. If it is a different version word will embed the workbook as an icon.
Wonderful I can see that a "Copy of" the excel document is indeed embedded! Thank you WizKid and Electrica! Your expert advise help me solve my problem!
