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Replacing an Excel file in Excel2Word (E2W)

If you’ve uploaded a new Excel file and your Word document isn’t updating, you likely missed the final Replace step in the E2W add-in. Follow the steps below to correctly replace the source file so all defined names refresh in your document.

When to use this

Use this flow when:

  • You have a new version of an Excel file that your Word document references via defined names
  • You want all existing references to point to the new file

 

Prerequisites

  • You can open the Excel2Word add-in in Word
  • You have the new Excel file available and accessible

 

Steps

  1. Open the Excel2Word add-in and go to “All Excel files”.
  2. Find the file you want to replace and click the replace icon.
  3. Click “Replace all” to confirm that every reference should switch to the new file.
  4. Accept changes when prompted.

Tip: Submitting only the new file link isn’t enough. You must click “Replace all” and then accept changes to complete the replacement

 

Troubleshooting

  • Still seeing old values after replacing?
    • Reopen the add-in and confirm you used “Replace all”, not just submitted the link.
    • Make sure the new Excel file contains the same defined names your Word document expects.
  • If the issue persists, contact support and we’ll set up a troubleshooting session.

 

FAQ

  • Will my defined names break?

    As long as the new Excel file contains the same defined names, your Word document will update normally after “Replace all”. 

  • Can I replace only some references?

    “Replace all” updates every reference to that file. If you need a partial change, duplicate the file and adjust references selectively before replacing.