FAQ

Yes. After clicking Export to Excel, uncheck the option “Export source document information for SourceLink”. Now, SouceLink will not be available in this Excel at all.

Yes, you can remove the red triangles in the cells without removing SourceLink.

Open Excel, Click File-> Options -> Advanced -> Display -> Select “No comments or indicators”.

The linkage will still be there, but the red dots will be turned off.

1. Yes. Right click the Excel file in ScanWriter Case Manager, and click “Export”.
2. Select “Export with Linked Document” to export the PDF in the same folder as the Excel.
3. Send your colleague the folder containing 1) the source document PDF and 2) the Excel spreadsheet.
4. If your colleague has the SourceLink for Excel add-in installed on their computer, they can see the exact data on the source document, otherwise they can only see the PDF page that the data comes from.

Yes. SourceLink should be installed along with ScanWriter. It allows you to view the data from any source document you processed with ScanWriter once the document has been exported to Excel. Click Yes, then Install, and then close the window once it is complete.