How to use
IndexFrog.

First-run checklist

1. Install the IndexFrog add-in and restart Excel.
2. Open the IndexFrog ribbon tab.
3. Click Load Files to import your PDFs (or Load Folder to import a whole directory).
4. Select a document in the PdfViewer to start referencing values into your sheet.

Supported file types

• PDF — text or scanned, with automatic OCR
• PNG — single-image scans
• GIF — multi-frame scans
• MSG — Outlook email exports
• Others — JPG, JPEG, BMP, TIFF, and similar image formats

How it works

1. Select an Excel cell.
2. In the PdfViewer, drag-select the text you want to capture.
3. To add more text to the same cell, hold Ctrl while making additional selections.
4. Need a leading zero? Format the cell as Text first, then type the number.

Troubleshooting

• Cell empty? The PDF likely has only a partial text layer — click Send to OCR on the ribbon.
• Wrong text? The text layer order may differ from the visual order — re-run OCR manually.

How it works

1. Select a single Excel cell.
2. Click Sum on the IndexFrog ribbon.
3. Click each number in the PDF you want to include — the total updates live in the cell.
4. Stay on the same cell to keep adding; no need to hold Ctrl.

Tips

• Numbers are parsed with their currency and sign automatically.
• To remove an item from the sum, see Delete index.
• Tie the cell to your GL — the diff updates if either side changes.

How it works

1. Select the Excel cell you want to validate.
2. Click Validation on the ribbon.
3. Click the matching number or text on the PDF — IndexFrog ties the two together.

Reviewer workflow

• Reviewers click the validated cell to jump straight to the PDF page.
• Combine with Show annotations to see every reference at once.

How it works

1. Select the Excel cell with the disagreement.
2. Click Exception on the ribbon.
3. Click the source figure on the PDF — the cell is flagged with the discrepancy.

Best practices

• Pair every exception with a short note explaining the disposition.
• Export the audit trail at the end of the engagement to capture every exception in one place.

How it works

1. Click Search on the IndexFrog ribbon.
2. Type a value, name, or reference — results appear across all loaded files.
3. Click any result to jump to the page and highlight the match.

Tips

• To narrow file lists in the PdfViewer, just start typing the file name — the list filters live.
• Use file groups (see FAQ — Files) to keep large engagements tidy.

How it works

1. Open both the PDF (e.g. statement) and the Excel range (e.g. GL).
2. Click Table matching on the ribbon.
3. Select the matching key on each side — IndexFrog pairs the rows automatically.
4. Review the tickmark column for matched rows and exceptions.

What you get

• Per-row links back to PDF page coordinates.
• Currency, sign, and rounding handled automatically.
• Exceptions surfaced with a reason code.

One specific table

1. Select the document in the PdfViewer.
2. Click Extract Table on the ribbon.
3. Drag-select the table area on the PDF — it appears in Excel.

All tables (multi-page)

• Select the document.
• Click Extract All Tables on the ribbon — every table in the file is written into Excel.

How it works

1. Click Show all annotations on the ribbon.
2. Every reference on the active document is drawn at once.
3. Click Show all annotations again to hide them.

Reviewer flow

• Hover over the border of an annotation until the cursor turns into a hand.
• Left-click to jump straight to the matching Excel cell — see Go to cell.

How it works

1. With Show annotations active, hover over the border of any annotation on the PDF.
2. When the cursor turns into a hand, left-click.
3. Excel jumps to the cell that owns the reference.

Use it for…

• Reviews — verify a number lives in the right working paper.
• Hand-offs — onboard next year's team without the binder hunt.
• Documentation — prove every figure has a source.

How it works

1. Select the Excel cell that holds the sum.
2. Hover over the mistakenly-added item on the PDF.
3. Right-click and choose Delete index — the annotation disappears and the sum updates.

Good to know

• Only the single index is removed — other contributing items stay intact.
• Combine with Sum amounts to keep adding from a clean state.

How it works

1. Hover over the document in the PdfViewer.
2. Right-click.
3. Choose one of the four rotation options.

Related controls

• Zoom — hover over the doc, hold Ctrl, scroll the mouse wheel.
• Full screen — click the full screen button on the PdfViewer to move the doc to a second monitor.
• Navigate pages — use the up/down arrows in the PdfViewer.

Two ways to remove

1. Use the Remove File button on the main ribbon.
2. Or open Files → select the file → click Remove File in the File window.

Bulk actions

• Select multiple files with SHIFT for a contiguous range.
• Or with CTRL for a non-contiguous selection.
• Then act on the whole selection at once.