Linked Documents

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There are two options to store attached documents: System or File Cabinet. When updating documents, there are different procedures depending on where you have chosen to store the document.

If System file is selected, the document you are using in the Financial Package output file is maintained on either a local drive or a shared drive within your network.

Note:

Max file size is 5MB.

Hidden sheets cannot be linked from an Excel workbook.
Excel Add-in files should be tested and confirmed.
Sheet selection is allowed only in system uploads.
There is no limitation to the number of sheets that you can have in the uploaded Excel document.

Updating Linked Documents

To update a linked document:

Open the document locally (in Word or Excel), make the change, and save the file.

Open the Financial Package Report in the Reports File Cabinet and open the required section.

Select Browse to navigate to the updated file and save the changes made to the section.

Preview the FPP.

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