Hi, Tom. Allow me to touch on your questions below:
- Embedded Excel files: As it turns out, this is a limitation of Microsoft's OLE process, so your suspicion was correct. Only the first page of an Excel file can be displayed within a Word document.
- Linked documents: Yes and no. First off, you may have noticed that your report first needs to be saved for any links to work at all. In addition, for Word to be able to locate (and let you view/open from your generated report) your related documents, your generated report needs to be saved in the same location as your related documents. So, you can put all of your related documents in a shared location and then save your generated reports there, but you lose the ability to have your related documents version-controlled when they're not in your working folder. You could also approach this from the other direction - keep your related docs AND your generated reports in your working folder, then share the lot of them as a whole when you're ready (ie, copy them to a network location).
- Formatting: I'm not sure of the specifics behind this one, but there are quite often problems that result - as you've seen - when trying to embed tables within tables when generating Word reports from CaseComplete, and is best avoided. If you can remove the extra layer of tables and use $repeat statements instead, I think you'll find that your template yields much more consistent results, and won't change the formatting in the rest of your report.