Converting Your PDFs to Excel - Easy 3-Step Guide

Step 1: Open Your PDF
Select the Open... command from the File menu.
Or, Click on the Folder icon on the tool bar.

Step 2: Select the PDF data you want to convert
You must select data in your PDF prior to converting. Two selection types are available:

1. Mouse Selection:
   Left click mouse button beginning at the position from which you want to select text. Drag the mouse pointer ( while still holding left button pressed! ) over the portion of text that you want to select.
   
   
2. Selection Menu Options:
   Select Page Range - Use this to select certain pages of a document – eg. pages 1,4,9
   Select All Pages
   Selects all the pages of a particular document
   Select All on Page

Step 3: Converting to Excel
After selecting, you are ready for conversion:
Click the “E” on the toolbar;
Or, Select “Convert to Excel” in the pulldown Edit menu.

Step 3a: Conversion options to Excel

• Standard – Automatically interprets the table structure of the document and converts into Excel without user input.
• Custom – Gives user control of designating how the conversion to Excel will look (More detail on this below).
  
  

Using the Excel “Custom” Conversion Feature
The Excel “Custom” conversion solution lets you manually add and re-position as many vertical lines as required to designate the column breaks for the conversion into Excel.

1. Vertical Lines
   • Adding Vertical Lines
     Click your mouse RIGHT BUTTON to add vertical lines (as many vertical lines can be added as required).
   • Removing Vertical Lines
     Position mouse pointer over Vertical Line. Double RIGHT CLICK mouse button to remove.
   • Re-Positioning Vertical Lines
     Position mouse pointer over Line. Hold down mouse RIGHT BUTTON and move either left or right.
     
     
     
     
2. Horizontal Lines
   There are two horizontal lines in total. One at the top of the page and one at the bottom. Additional horizontal cannot be added. Horizontal lines are used to designate page headers and footers.
   • Removing Horizontal Lines
     Position mouse pointer over Horizontal Line. Double RIGHT CLICK mouse button to remove.
   • Re-Positioning Horizontal Lines
     Position mouse pointer over Horizontal Line. Hold down right mouse button and move either up or down.
     
     
     
     
3. Selecting Data
   Selecting Data to Convert – Hold mouse LEFT BUTTON down and highlight data you wish to convert. Or, use the selection options available in the Edit Menu.
   
   
   
   
4. Completing Conversion
   When completed re-positioning the lines and selecting Data, Click on the “E” icon on the toolbar.