Question 1

Document Management

Accepted Answer

The Documents section allows you to centralize and organize all your PDF files directly in Excel.

Import Documents

Organization

Available Actions

Question 2

File Matching

Accepted Answer

The document matching feature automates the search and extraction of information from your PDFs.

3-Step Process

Range Selection:

Document Selection:

Column Mapping:

Results
Matches are displayed with an intuitive color code:

The name of the source document is automatically added for easier traceability.

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