How to Use

Use PDF to Excel through 2 how-to topics, and both are membership-related; start from the How-to Index, then follow the entry path and steps to complete setup and export.

How-to Index

How-to Guide

1. Convert to Excel

Entry: Convert tab → PDF to Excel

1. Click the Convert tab on the top menu bar.
2. Click PDF to Excel.
3. Set the conversion parameters in the dialog box.
4. Click Start Conversion.
5. Wait for the conversion to finish.

Success Criteria

• Interface result: An Excel file is generated after the conversion is complete.
• Next action: You can open the exported .xlsx or .xls file and continue editing it.

Tips While Using

• Membership: This feature requires an active membership.
• Output result: Complex tables may still need manual adjustment for column width, borders, or cell formatting after export.
• Scanned files: Scanned PDFs usually need text recognition first to produce results that are easier to edit.

2. Configure conversion options

Entry: Convert tab → PDF to Excel → settings panel

1. Click PDF to Excel to open the settings panel.
2. Select a conversion engine.
3. Select a conversion mode.
4. Select a table merge method.
5. Select the output format as .xlsx or .xls.
6. Set the image handling option.
7. Select the output folder.
8. Click Start Conversion to run the conversion.

Success Criteria

• Interface result: The settings are selected as needed.
• Next action: You can start the conversion immediately and save the result to the selected folder.

Tips While Using

• Membership: This feature requires an active membership.
• Output format: If you want broader compatibility, choose .xlsx first.
• Conversion mode: For regular tables, start with the standard mode. If you need more layout retention, try the precise mode.