How to Copy a Table from a Document in Document Store

Scenario

It is possible to copy a table from a letter held in document store by converting it into a Word table which you can then paste into your document.
This is a not a very straightforward process so you may find it easier to create a new letter using the Duplicate button.


 

Instructions

Copy from Document Store

  1. Open the letter from Document Store.
  2. Click PDF to open the document in PDF form.
  3. Highlight the table (use your mouse to drag across the text).
  4. Copy the table using Ctrl C.

Paste into Document

  1. Open Microsoft Word.
  2. Press Ctrl V to paste the copied table into your Word document.

Convert to Table

  1. Select the text.
  2. Click on Insert in top grey menu bar.
  3. Click the drop down arrow from the Table menu.
  4. Select Convert Text to Table.
  5. Select number of columns.
  6. Select or type the symbol that separates the columns (i.e. full colon symbol).
  7. Click OK and the text will be converted to a Microsoft Word table.

Copy and Paste

  1. Select the full table then press Ctrl C or right click and choose copy from menu.
  2. Open the document that you wish to paste the table into and press Ctrl V or right click and choose paste from the menu.
  3. Click inside the table and the table menu will appear.
  4. Click on Table Properties. You can make adjustments to spacing and formatting using the table properties menu.


Updated: 19 August 2024