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Quickstart

The main steps for launching Linked Documents, uploading files, and working with annotations​

1. Open the workspace​

Use the 'Show Linked Documents Pane' ribbon command in the 'Linked Documents' tab to open the task pane on the right-hand side of the Excel screen. Keep the task pane open while you import, review and reference PDFs.

Excel ribbon showing the Linked Documents tab and its command buttons

2. Import PDF files​

Click the 'Upload file' button to import one or more PDF files into the File Manager. The app only accepts PDF files and will skip any non-PDF files during import. Consider converting non-PDF files to PDF format first. You can upload one or more files at a time.

The Linked Documents task pane open in Excel showing imported files and annotations

3. Open a file in the viewer​

The following context menu commands are available for each document: use them to preview or open a document in the PDF viewer. You can also use the PDF viewer to add shapes, comments, text references or table references.

Contex menu showing the PDF preview and view command buttons

4. Add comments and annotations, 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.

Suggested Reading Order​

Files​

  1. Show Linked Documents Pane
  2. Files
  3. Importing Files
  4. File Commands
  5. File Organization

PDF Viewer​

  1. PDF Viewer

Comments and Annotations​

  1. Draw Line
  2. Draw Rectangle
  3. Add Comments
  4. Comment Text
  5. Delete Comments

References and Extraction​

  1. Annotation Groups
  2. Text Reference
  3. Table Reference
  4. Navigate to Reference
  5. Delete Reference
  1. Text Search
  2. Pattern Search

Form Extraction​

  1. Regular Extraction