{"id":9018,"date":"2019-01-21T15:40:24","date_gmt":"2019-01-21T15:40:24","guid":{"rendered":"https:\/\/www.investintech.com\/resources\/blog\/?p=9018"},"modified":"2019-09-12T12:29:16","modified_gmt":"2019-09-12T12:29:16","slug":"how-to-batch-convert-pdf-to-excel-with-ai-technology-master-templates-part-2","status":"publish","type":"post","link":"https:\/\/www.investintech.com\/resources\/blog\/archives\/9018-how-to-batch-convert-pdf-to-excel-with-ai-technology-master-templates-part-2.html","title":{"rendered":"How to Batch Convert PDF to Excel with AI Technology: Master Templates (Part 2)"},"content":{"rendered":"\n
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Last week, we introduced you to Able2Extract\u2019s new Smart Templates feature in the first part of this series, How to Custom Convert PDF to Excel with AI Technology: Smart Templates<\/a>. <\/em>This week, we\u2019re going to cover Master Templates and how they work to further enhance your batch conversions.
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We all know that batch converting multiple files to Excel at the same time is fast and efficient. Now, imagine having a number of PDFs and being able to automatically batch convert only the specific PDF tables you need. That would be a great time saver, indeed!  
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The only problem to figure out, though, is how to select those tables from a number of separate files for batch conversion. The closest we\u2019d be able to get using regular methods is to open all files, select the specific table in each one and convert one file at a time, which would be time consuming.
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From a batch conversion perspective, though, automating the data selection makes more sense – and this is where a Master Template steps in.
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This comes in handy if, for instance, you\u2019re a retail manager who exports monthly reports on all in-store products for 2018 into separate PDFs (one for each month). When you need to analyze the data for the sale of a specific product over the entire year, a Master Template can help Able2Extract to identify, select and convert that specific dataset from all <\/em>of your 2018 monthly PDF reports in one sitting.
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To do this, though, you first need to train a Master Template. This is what we\u2019ll cover in today\u2019s post.
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Master Templates: Batch Convert Custom PDF to Excel<\/h2>\n\n\n\n

The Smart Template training concept you learned in last week\u2019s post also applies here. The only difference is that Master Templates are trained through the batch conversion interface.
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To train a Master Template, be sure to have approximately 5-10 PDFs that contain the desired table structures you want and its matching Custom Excel Template file (.pcvt). Click on the Batch icon from the Command Toolbar to open the batch conversion interface.
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Then follow these steps:
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1. Upload the files to the batch conversion queue by using the Add Files…<\/strong> or Add Directory\u2026<\/strong> buttons.
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2. Then turn on the Automatically Match Templates to Documents<\/strong> option.<\/p>\n\n\n\n

3. Click on the Manage\u2026 <\/strong>button below..<\/strong><\/p>\n\n\n\n

4. In the Manage Groups <\/strong>dialog that follows, upload your existing Custom Excel template file(s).
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You can further manage your templates and groups with the options to Add, Replace, Save, Remove, Export<\/strong> or Import<\/strong> your template files:
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5. Once your templates and PDF documents are uploaded, select the category of each PDF file in the batch queue list to its corresponding template by using the combo box on the right side of each file.  <\/p>\n\n\n\n

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6. Put a check the Remember Matching Results<\/strong> option box.
7. Click on either Preview<\/strong> or complete the conversion process by clicking on Convert<\/strong>.
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Now you can batch convert PDFs with table structures similar to the one saved in the Master template which you\u2019ve just trained.
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There are a few things you should note about this feature before you start:
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