FYI can provide practices migrating from Virtual Cabinet and HowNow with the ability to update historical document links in Excel spreadsheets to the corresponding migrated documents in FYI. This is run using a macro in a spreadsheet Link Updater that FYI can provide you with.
The Link Updater spreadsheet can be run for a specific Excel spreadsheet or over an entire folder which will update the links in all spreadsheets in that folder.
This article contains the following sections:
- Opening the Link Updater
- To Update Links in a Specific Spreadsheet
- To Update All Spreadsheets in a Folder
Opening the Link Updater
- Download the Link Updater spreadsheet (which contains the macro) to your desktop and open it.
- If the Protected View message displays in the yellow box just below ribbon bar, click Enable Editing.
- If a security message displays "Macros have been disabled" in the yellow box just below ribbon bar, click Enable Content to give Excel permission to run macros.
The Link Updater spreadsheet holds two macro buttons - Update links and Update all links in folder
To Update Links in a Specific Spreadsheet
- Open one or more spreadsheets that have historical links that you want updated so these are open in background. We recommend you start with a copy of one for a test.
- Click the Update links button in the Link Updater spreadsheet.
The Select Workbook pop-up displays for you to select which of the open files you want to have updated. - Select each spreadsheet in turn that you wish to update.
- Click Update links.
To Update All Spreadsheets in a Folder
- Click the Update all links in folder button in the Link Updater spreadsheet.
The Select A Target Folder pop-up displays for you to select the folder the link update spreadsheet will run across.
- Select the folder.
- Click OK.
If you would like to discuss the ability to update the historical links in your spreadsheets, please contact the FYI Support Team at support@fyidocs.com.