The reformatting process is designed to be quick and intuitive.
Step 1: Upload
- Navigate to the Schedule Reformatter.
- Drag and Drop your file into the upload zone, or click to browse your computer.
- If the file is Password Protected, you will be prompted to enter the password to unlock it for processing.
Step 2: Format & Analyse
- Click the Re-Format button to start the process.
- Brokernote will begin analysing the document. You can track this via the loading indicator and status messages.
- 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.