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Quickstart

First Run Checklist​

1. Open the workspace​

Use the Linked Documents ribbon command to show the task pane, then keep it open while you import, review, and reference PDFs.

2. Import PDF files​

Bring one or more PDFs into the File Manager. The app accepts PDF files and skips non-PDF files during import.

3. Open a file in the viewer​

Preview a document or open it in the full viewer before you add shapes, comments, text references, or table references.

4. Create references and extraction outputs​

Draw a region, extract text or tables into Excel, then use the named reference to navigate between workbook cells and the source PDF.

Screenshots​

Ribbon Icon Screenshot PlaceholderAdd the quickstart ribbon command screenshot here.
Related View Screenshot PlaceholderAdd the quickstart view screenshot here.

Suggested Reading Order​

  1. Show Linked Documents Pane
  2. Importing Files
  3. Text Reference
  4. Table Reference