{"id":6482,"date":"2016-10-27T19:02:03","date_gmt":"2016-10-27T19:02:03","guid":{"rendered":"https:\/\/www.investintech.com\/resources\/blog\/?p=6482"},"modified":"2021-12-24T15:55:39","modified_gmt":"2021-12-24T15:55:39","slug":"pdf-conversion-custom-excel-templates","status":"publish","type":"post","link":"https:\/\/www.investintech.com\/resources\/blog\/archives\/6482-pdf-conversion-custom-excel-templates.html","title":{"rendered":"Speed Up Your PDF to Excel Conversion With Custom Excel Templates"},"content":{"rendered":"

\"Excel<\/p>\n

When working to convert PDF data into Excel<\/a>, you can be swamped with the repetitive task of converting the same data everyday.<\/p>\n

For handling large groups of PDFs, there\u2019s the batch conversion feature in Able2Extract. Yet, this option is only ideal for full and automatic conversions.<\/p>\n

What about multiple PDF to Excel conversions that need a bit of customization or scanned PDFs that can’t be converted in batch mode, but have the same layout per page?<\/p>\n

<\/p>\n

You can use the Custom PDF to Excel feature to tailor your conversion. But as you can guess, it will get tedious to set up the same row and column structure each time.<\/p>\n

Fortunately, in the Able2Extract universe, there\u2019s a feature that makes the process easier: Able2Extract\u2019s Custom Excel Templates<\/a>.\u00a0How?<\/p>\n

Say you receive a PDF document with the same table structure on the same pages every week. Think invoices, inventory lists, regular data reports, and ledgers. These PDFs are always formatted in the same way. If you only ever work with data from one column in a weekly PDF inventory list, for example, you can use a Custom Excel Template to quickly pull out only that one column of data each time.<\/p>\n

To show you, we\u2019re taking a closer look. You can conquer the repetitive PDF to Excel conversions that need to be customized with this feature. Here\u2019s what you should know.<\/p>\n

1. Templates Are Easy to Set Up<\/strong><\/h3>\n

A Custom Excel Template is simple to create. In fact, you can create your template as you set up your custom PDF to Excel conversion.\u00a0 To start:<\/p>\n

a) Open your PDF file in Able2Extract.<\/p>\n

b) Select your content to convert.<\/p>\n

c) Click on the Excel <\/strong>button on the toolbar.<\/p>\n

d) In the Convert to Excel dialog that appears, select Define <\/strong>under the Custom option.<\/strong><\/p>\n

\"Selecting<\/p>\n

e) Customize your PDF to Excel conversion by using different options from the Custom Excel panel. Don\u2019t forget to preview your conversion results!<\/p>\n

f) Once everything is set, go to File<\/strong>> Save Custom Excel Template As \u2026.<\/strong><\/p>\n

\"Saving<\/p>\n

g) Name your template file and select the location to save your Excel template in.<\/p>\n

And that\u2019s it. You just created a Custom Excel Template you can use.\u00a0 From there, you can continue with your conversion by clicking on Convert<\/strong>.<\/p>\n

2. Templates Are Easy to Use<\/strong><\/h3>\n

When you have a template saved, you simply load it in the application. The template can be applied to a PDF that is similar to the file for which the template was originally created. This means a PDF that has the same layout on the same pages as that first PDF.<\/p>\n

a) In Able2Extract, open the PDF on which you\u2019d like to apply your Custom Excel template.<\/p>\n

b) Go to File > Load Custom Excel Template\u2026<\/strong><\/p>\n

\"Loading<\/p>\n

c) Browse for and click on the template you saved. It will have a .pcvt file extension. Click on Open<\/strong>.<\/p>\n

\"Selecting<\/p>\n

\u00a03.\u00a0<\/strong>Templates Let You Selectively Convert Data Instantly<\/strong><\/h3>\n

When converting with Custom Excel Templates, you can selectively extract the data you need across tables or across pages. From multiple sections of a table to a few lines in a ledger, a Custom Excel template will let you skip any unnecessary pages or tables you don\u2019t need.<\/p>\n

\"Creating<\/p>\n

4. Templates Aren\u2019t Automatic<\/strong><\/h3>\n

One thing to note about this features is that you can\u2019t automatically create or load templates. But all this means is that you gain control over the content and templates you want to convert and use at any given time as you just saw above.<\/p>\n

5. You Can Modify your Template Conversion on the Spot<\/strong><\/h3>\n

If a PDF file you wish to convert has more pages than the template you\u2019ve created for it and <\/em>all those pages have the same layout per page as the previous pages, you can use the “Extend” option to add more pages to the table structure.<\/p>\n

a) When your template is uploaded and the Custom Excel panel appears, click on\u00a0Extend…<\/strong><\/p>\n

\"Extending<\/p>\n

b) In the dialog that appears, enter the desired page number in the To <\/strong>field.<\/p>\n

\"Extending<\/p>\n

c) Click on Convert<\/strong>.<\/p>\n

d) In the Save As<\/strong> dialog, select a location where the resulting Excel file be saved and give it a name. Click on OK<\/strong>.<\/p>\n

As you can see, there\u2019s always a way to speed things up. Next time you\u2019re stuck with transferring the same PDF data into Excel all day, give this Able2Extract Professional<\/a> feature a try.<\/p>\n","protected":false},"excerpt":{"rendered":"

When working to convert PDF data into Excel, you can be swamped with the repetitive task of converting the same data everyday. For handling large groups of PDFs, there\u2019s the batch conversion feature in Able2Extract. Yet, this option is only ideal for full and automatic conversions. What about multiple PDF to Excel conversions that need … Continue reading \u2192<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,16],"tags":[50,240,267,136,45,135,85,39,59,122,239],"class_list":["post-6482","post","type-post","status-publish","format-standard","hentry","category-2-conversion","category-investintech-tips","tag-able2extract","tag-business","tag-document-management","tag-finance","tag-ms-excel","tag-pdf-conversion","tag-pdf-to-excel","tag-productivity","tag-tips","tag-tutorial","tag-work-productivity"],"yoast_head":"\nSpeed Up Your PDF to Excel Conversion With Custom Excel Templates<\/title>\n<meta name=\"description\" content=\"Dealing with repetitive PDF to Excel conversion tasks? Use a Custom Excel Template. 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