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How do I work with Excel in O&D?
How do I work with Excel in O&D?

Follow these best practices when working with Excel.

Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Follow these best practices when working with Excel:

  1. Upload the Documents and Extract Placeholders: Start by uploading your documents to O&D and extracting the placeholders.

  2. Export the Table: Once placeholders are extracted, export the table. This file will serve as a template for entering or updating placeholder information.

  3. Populate the Table in Excel: Use Excel to fill in the table. While doing this, ensure that the formatting is consistent—pay particular attention to spacing and case sensitivity, as the system treats placeholders with different cases or spaces as separate entries.

  4. Re-upload the Completed Table to the System: After you've filled out the table in Excel, save it and import the file back to O&D to save your docs.

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