Link a Journal Entry for a Word or Excel Document to a Contact

Last reviewed on September 12, 2011   —  No comments yet

Outlook tracks Office documents automatically (if you set up the Journal options that way), but does not associate documents with particular contacts.

Try creating a journal entry for the contact first, by dragging the contact to the Journal folder or icon. Then use the Insert | File command to insert a shortcut to the document.

On any contact, you can choose Actions | Link | File to create a new Journal item with a shortcut to the file. These linked items will appear on the Activities tab on the contact item.

About Diane Poremsky

Diane Poremsky
A Microsoft Outlook Most Valuable Professional (MVP) since 1999, Diane is the author of several books, including Outlook 2013 Absolute Beginners Book. She also created video training CDs and online training classes for Microsoft Outlook. You can find her helping people online in Outlook Forums as well as in the Microsoft Answers and TechNet forums.

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