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Excel linked content in word doesn't automaticaly update anymore

Rongvaux, Jonathan 0 Reputation points
2023-02-01T10:02:00.8666667+00:00

Hi Everyone !
I'm having a problem with links between an excel sheet and a word document.
Here is the situation :
I manage the professional library of the company : process, formation guides, etc.
We mainly use Word documents. In these documents there are lots of links between Excel and word : All value that can change (in our field, at least one value change nearly every day) are stored in Excels sheets. We update only the sheets. The value are inserted in the word documents with the special copy/paste and update automatically each time you open the document.
This was working very nicely when the whole library was host on a local shared drive.
Recently we moved it to a sharepoint location and ... it doesn't work anymore.
Precisly, it's to "automated" part that stoped working. When you right click on the value in Word, you still can manually update it. (even while the automated option is still selected).
If every user must update manually each value to be sure it's the right one ... I can't use this anymore and will probably be forced to move the whole library in a different ecosystem.

Edit : some users still have the notification that allow the automatic update. It could be a problem with the access. People who have higher access (modifications allowed) don't get the message and must manually update each value.

If anyone have any idea how to solve this problem, it would be very appreciated.
Thank you !

Word
Word
A family of Microsoft word processing software products for creating web, email, and print documents.
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Excel
Excel
A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.
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SharePoint
SharePoint
A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.
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  1. Emily Hua-MSFT 27,556 Reputation points
    2023-02-02T07:55:05.2233333+00:00

    Hi @Rongvaux, Jonathan

    I suggest you create new Word document and Excel workbook on SharePoint, please link Excel values in Word to have a check.

    I also suggest you re-create links for one document with this issue.

    Besides, it's recommended to add your SharePoint site as a Trusted Site on one test machine.

    • Open the Control Panel.
    • Click or double-click the Internet Options icon.
    • In the Internet Properties window, click the Security tab.
    • Select the Trusted sites entry and click the Sites button.
    • Add your site.

    Then please add your site as trusted locations in Office desktop apps.

    Please note, for web location, you need to check the box of "Allow Trusted Locations on my network".

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