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ILTA Tip of the Week - Importing LINKS to DMS documents in your Word/Excel/PowerPoint document

By ILTA Tips posted 04-25-2016 13:11

  

 

Importing Links to other DMS documents to

Your Current document

(for Office 2010 and iManage 9.0 and up)

 

In Word (or Excel, or PowerPoint), click on the WorkSite tab.

You can also click on the Insert Tab, and choose the Worksite Link.

  • Click on the Link icon.
  • Then choose Insert Hyperlink, and you will see your DMS folders come up.
  • Browse to find the document you want to insert, and Double click it
  • In the dialog box that comes up, choose a word (or words) to describe the link (such as, Letter, or chart, etc.), and click OK.
  • In your document, you will see that word appear in blue, and underlined. If you double-click it, it will open the linked document.
  • You could also just “drag” the document from the DMS to your Word document (or Excel, or PowerPoint, or email, or Calendar item as well!) and it will link to that DMS document.
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