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On the File tab, click Options > Customize Ribbon. If the Developer tab is not available, do the following to display it: Top of Page Delete a smart document solution If an updated XML expansion pack is available, the new components will be downloaded. To check for updates outside those intervals, click Update. XML expansion packs can be configured to update automatically at set intervals. To replace the current XML expansion pack with the new XML expansion pack, in the Available XML expansion packs list, select a different XML expansion pack and then click Attach. The XML expansion pack will still be available in the Available XML expansion packs list. To remove the XML expansion pack's name and URL properties from the document, click Delete. On the Developer tab, in the XML group, click Expansion Packs. In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK Note: If you are using Excel 2007, click the Microsoft Office Button, and then click Excel Options. And, no matter who has the document, the smart document knows where it is in the expense review workflow and what step needs to happen next. Because the smart document "knows" who your manager is, it can automatically route itself to that person. When you complete the expense report, the smart document can display a button that allows you to send it to the next step in the workflow. If that template is converted into a smart document, it can be connected to a database that automatically completes some of the required information, such as employee name, employee number, and manager's name. For example, your company might have a process for filling out annual employee expense forms, and you might already use an Excel template for this purpose. Workflows can be used to consistently manage common business processes, such as document approval or review.

A workflow is the automated movement of documents or items through a specific sequence of actions or tasks related to a business process. Smart documents work especially well for workbooks that are part of a workflow.