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PDF2XL Enterprise Online Help

Table of Contents Concepts Conversion Process

Conversion Process

The conversion process begins when the user clicks on one of the conversion starting buttons in the Convert Toolbar, the convert button or drop-down menu of the Standard Toolbar, or one of the items in the Convert Menu.

PDF2XL Enterprise must first decide what pages to convert. This is done by consulting the Pages to Convert setting.
If the Ask me each time setting is on, the Select Conversion Pages Dialog (shown below) will be displayed, and the user can select which pages will be converted.

If, on the other hand, the Ask me each time setting is off, the default setting is used to decide what to do immediately.
If 'Current Visible Page' is selected, the current page will be converted. If 'All Pages' is selected, the whole document will be converted; and if 'Page Range' is selected, the Select Page Range Dialog (shown below) will be displayed for the user to select the range.

If the conversion format is to a new Excel, Word or CSV file, and the Filename settings of the Conversion Settings Page is set to 'Ask me for a filename', the Save As... Dialog will be displayed so the user can select the filename to write to.

Now PDF2XL Enterprise starts the conversion process itself. The progress of the conversion is displayed by the Conversion Progress Dialog shown here:

The user can cancel the conversion at any time by clicking on the 'Cancel' button of the Progress Dialog.

When converting to an existing Excel file, the When File Exists setting comes into play. If this setting is 'Ask me what to do', the Select Output Location dialog will be displayed so the user can select one of the options:

Additionally, any created Office (Excel, Word or Powerpoint) and OpenOffice (Spreadsheet) document will have the 'Generator' property set to "Cogniview PDF2XL Enterprise", and the 'Source' property set to the filename of the converted document.

If the layout contains been set to run an Excel macro, and the conversion was into Excel, the macro will be run after the conversion.
Note that to allow this to work, the user will have to allow PDF2XL Enterprise to access Excel's VBA; if this feature available, the following error message will be displayed:

To get some help on this issue, click here

If the Open File after Conversion option is checked in the Conversion Settings Page, then:

  • If the conversion was to a Excel or Excel File, an Excel window displaying the converted data will be opened when the conversion process has been finished.
  • If the conversion was to a Word or Word File, a Word window displaying the converted data will be opened when the conversion process has been finished.
  • If the conversion was to a CSV File, and the CSV file type is associated with an application (usually to Excel), that application will opened displaying the converted data when the conversion process has been finished.

If the conversion is done on a Scanned Document, there may be an additional stage.
If this is a single page conversion, and the user has not yet fully validated the layout, PDF2XL Enterprise will ask the user to validate the remaining words.
If the conversion is for more then a single page, and at least some of the pages where not yet viewed by the user, PDF2XL Enterprise may request OCR Feedback while performing the OCR on the unviewed pages; the user can disable this feature by clearing the Learn While Converting box found in the OCR Settings page.

Enabling VBA Access

To allow PDF2XL Enterprise access to the VBA, use the following process:

  • Open Excel
  • Open the Excel's Options dialog
  • Select 'Trust Center' from the left-side list
  • Click on the 'Trust Center Settings...' button on the right
  • In the Trust Center dialog, select the 'Macro Settings' from the left-side list
  • Check the 'Trust acces to the VBA project object model' box on the right
  • Close all dialogs and Excel

If the issue still remains, you may have installed Microsoft Office without Visual Basic for Application support. To fix this, you will need to:

  • Open the Windows Control Panel
  • Run the Add/Remove Programs (in older versions of Windows) or Programs and then 'Programs and Features' (in newer versions of Windows)
  • Select the Microsoft Office installation
  • Click on 'Change' to update the installation
  • When the office installation runs, select to install 'Visual Basic for Applications'
  • Let the installation application update Microsoft Office

Additional Site Links:

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