Workiva Support Center

You can edit, merge, remove, or move existing source links. If a source link is removed, it breaks the link between the destination links. When this happens, you can create a new source link with a destination link.

Edit Source Links in text

You can edit source links by changing text or formatting, such as bold or italics. After editing a source link, push the change to all of your destination links by publishing the change.

You can find the publish icon in the toolbar above your document.

Merge source links

You can combine two source links to keep your destinations organized under a single source. Merging works across text, tables, charts, and spreadsheets. 

To merge a link:

1. Copy a source link.
2. Paste it over another source link.

3. Choose Merge links to confirm the merge.
   

   Note: Select Normal paste if you simply want to overwrite the selected cell and maintain separate source links.

When merged, your copied link becomes the new source for all connected destinations.

Remove Source Links in text

To remove a text source link, right-click a text link and click Remove Links.

Note: Removing a source link creates broken links at remaining destination links for this source.

Convert destination links to source links

You can convert a destination link into a source link—even across different documents. This allows you to update links without recreating them, helping you maintain document accuracy and integrity. Edit permission is required for the source link.

To use this feature, right-click a destination link and select Link options > Convert to source.

Note: Once converted, the new link will be in an "Unpublished" state.

Broken links

Broken links occur when a source link is removed. This creates a broken link between the source and the destination links.

You can turn a broken destination link into a new source link. To turn a destination link into a source link:

1. Right-click on the broken destination link.
2. Select Make Source Link .

Move Source Links

Source links can also be moved in tables and text. To move a source link:

1. Cut the source link using the function CTRL or ⌘ +X. 
   When moving a source link in text you will need to confirm the deletion.
    
2. Paste the source link into a new location using the CTRL or ⌘ +V function.
3. Publish the link to re-link the source to the destination.