Reformatter Workflow

The reformatting process is designed to be quick and intuitive.

Step 1: Upload

1. Navigate to the Schedule Reformatter.
2. Drag and Drop your file into the upload zone, or click to browse your computer.
3. If the file is Password Protected, you will be prompted to enter the password to unlock it for processing.

Step 2: Format & Analyse

1. Click the Re-Format button to start the process.
2. Brokernote will begin analysing the document. You can track this via the loading indicator and status messages.
3. For PDF files, a page preview will be displayed to show progress.

Step 3: Review

This is the most critical step. You will see a Preview of your reformatted document.

• Scroll through to check that the schedule content looks correct.
• Use tools like Reduce Font or Transpose Table to fix any layout issues.
• Check that headings are correctly identified.

Step 4: Export

Once you are happy with the preview:

• Click Download Word to save a file.
• Click Copy for WinBEAT to copy the content to your clipboard.