Jumping between Excel and PDF viewers breaks your workflow—especially when working with receipts, invoices, or customer documents. In this training, I show you how to display PDFs directly inside Excel UserForms using a smart, dynamic setup built entirely with VBA. You’ll learn how to create a TreeView that navigates folders, detect files automatically, and preview PDFs instantly inside your Excel application—no external software required. 👉 Watch the full training and download the free templat

Insert the PDF as an Object in Excel Open Excel and go to the desired worksheet. Click on Insert > Text > Object. In the Object window, go to the Create from File tab. Click Browse and select the saved PDF file. Check the box "Display as icon" if you want an icon instead of embedding the full document. Click OK to insert the PDF. | Excel By Vikal