Opening Microsoft® Excel® Files Stored in Document

You can open Excel® files stored in Document from within Excel®. After editing a file, you can save it back to Document.

Note: Files that are locked, checked out, or published can be opened in Excel®, but they cannot be saved back to Document.

To work with an Excel® file stored in Document, do the following:

1. In Excel®, click the CCH Axcess tab on the ribbon.
2. Click Open from Document.
3. In the Open From Document window, select an entity type.
4. Enter an entity name. As you type, the auto-suggest feature lists possible matches. Select the correct entity when you see it.
5. Browse to the folder where the file you want to work with is located, and then select the file.
6. Click Open.