Acrobat for Legal Professionals

April 6, 2009

Exporting a PDF to Excel

I received this email from a paralegal at a large law firm recently:

Help! An attorney has asked me to convert PDFs we received in discovery to Excel. The PDFs are tabular in nature (probably originated in Excel). Some are scanned in from paper and others appear to be converted electronically. How do I do this?

Fortunately, Acrobat 9.1 offers a couple of different ways to export to Excel.

  1. Select table and open in Excel
    This allows you to select a portion of a page and open it in Excel.
    - Works best when you only need small part of the table
    - Better results if the file didn't originate from a spreadsheet
  2. Export as Tables in Excel
    This method uses some artificial intelligence to convert multiple page PDF documents to multiple worksheets in an XML-based spreadsheet file. It works best on files which were converted directly from Excel to PDF.

To open the XML-based file output generated using method 2 above, you'll need either:


Acrobat generally will usually do a pretty good job converting the text, but formatting and column widths will look different than the original. Acrobat only copies over the text. Formulas will not convert. Do not expect 100% fidelity.

In the full article, you'll receive my usual step-by-step instructions.

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11:12 PM | Permalink

April 3, 2009

Rick's Slides from the ABA Techshow, Some new movies

Last year, over one hundred people attended my "Acrobat for Legal Professionals" track at the ABA Techshow.

I think all of them came up to me afterwards and asked for a copy of my slides!

To stay ahead of the game, I'm posting them here, in advance.

The slides include some tips for getting to many Acrobat features including Bates Numbering, Redaction, etc.

And, for everyone, I posted three new movies on my all new Movie Page:

  • Creating a Custom Stamp
  • Understanding and Working with Comments
  • Exporting a PDF to Excel

The link to the slides is in the full article.

Enjoy!

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12:01 PM | Permalink