Table Extract

In auditing, handling large volumes of tabular data can be a daunting task. Audit Quicker Cloud's Document Markup tool offers a robust Table Extract feature that simplifies this process. By allowing users to extract tables from various documents directly into Excel, this tool enhances both accuracy and efficiency. Let's delve into the specifics of the Table Extract feature and see how it can transform your auditing workflow.

What is Table Extract?

Table Extract is a feature within Audit Quicker Cloud's Document Markup tool that allows users to extract tabular data from PDFs, images, and other document types directly into an Excel spreadsheet.

How Does Table Extract Work?

Using the Table Extract feature is straightforward:

1. Select the Document: Open the document from which you want to extract tables. This could be a PDF, an image, or another supported document type. You can open a document from either the Document Manager or Document Markup.
2. Highlight the Table: Use the Table Extract tool to highlight the table you need to transfer. Select the purple table extract button on the left of the document, then click and drag to highlight the table region.
   1. Click within the table extract to create row and column dividers
3. Transfer to Excel: The highlighted table is automatically extracted and placed into the selected Excel cells.

Key Benefits of Table Extract

Time-Saving Automation:

Manually entering tabular data can be extremely time-consuming. Table Extract automates this process, allowing auditors to focus on analysis rather than data transcription. By reducing the time spent on manual entry, auditors can complete their tasks more efficiently.

Enhanced Accuracy:

Manual data entry is prone to errors, which can lead to inaccurate audit results. Table Extract minimizes these risks by ensuring that the tables are transferred accurately from the document to Excel, maintaining data integrity and reliability.

Improved Productivity:

With Table Extract, auditors can handle large volumes of tabular data with ease. This increased efficiency leads to higher productivity, enabling auditors to manage more audits in less time.

Use Cases for Table Extract

Financial Audits:

Extracting financial statements, balance sheets, and other tabular financial data into Excel becomes seamless with Table Extract. This ensures that all necessary data is accurately captured and readily available for analysis.

Compliance Checks:

When conducting compliance audits, extracting policy documents, regulatory tables, and other critical tabular information into Excel helps auditors ensure that all requirements are met and documented.

Performance Reviews:

For performance audits, extracting performance metrics, evaluation tables, and other relevant data into Excel allows for a comprehensive and organized review process.

Step-by-Step Guide to Using Table Extract

1. Log in to Audit Quicker Cloud: Access the Document Markup tool through auditquicker.com or the Excel add-in.
2. Upload Your Document: Navigate to the Document Manager to upload the document from which you need to extract tables.
3. Highlight the Table: Use the Table Extract tool (purple) to highlight the table directly on the document. Click and drag to select the table area.
   1. Click within the Table extract to add row and column dividers
4. Extract to Excel: The table will be automatically placed into the selected Excel cells. If you are using the Document Markup tool outside the Excel add-in, you can view Table Extracts in the Markup Preview.
5. Review and Analyze: After the Table Extract is made, the selected cells will be highlighted purple. This indicates that a link has been successfully created. If you select the cells, the Document Markup tool will automatically find the document of origin.