Before you start This manual explains every button with a screenshot per function. Free local tools work offline; AI functions marked 'online/billed' need a registered login with balance.
Contents Login PDF Tools Merge Excel Clean / Standardize Excel Template Fill Smart Compare VLOOKUP Word Tools Dir List / Organize Archive Files Reminders / Alerts Find & Replace Extract → Excel Classify → PDF Compare → Excel Import AI Doc Export AI Doc B/L → Excel CO → Excel VAT → Excel Batch Process Batch Compress (by subfolder) Group Emails Settings Recharge Foreign-Trade Tools (top menu) 01 LoginLog in first after launching. Use account/password, or try the trial mode.
Steps
1. Enter the username and password assigned to you. 2. Tick 'Remember me' to skip typing next time. 3. Click 'Login' to enter; or use 'Register' / 'Trial'. Buttons / Options
Button / Option Description Login Sign in with account & password. Register Create a new account. Trial Use free local tools without an account (daily page quota). Remember me Save credentials and auto-fill next time. 中/English Switch interface language.
02 PDF ToolsView, split, merge, to-image, remove watermark, rotate, select/copy text, convert to Word/Excel.
Steps
1. Click 'Open PDF' (multi-select), or drag a PDF onto a pane. 2. Browse with the page/zoom/rotate buttons on top. 3. On the right, switch 'Page Ops / Export / Edit' groups and act. 4. For text PDFs use 'Edit > Select Text (box-copy) / Copy Whole Page Text'. Buttons / Options
Button / Option Description Open PDF (multi) Pick one or more PDFs; multi opens into panes A/B. Split View Show A/B dual panes side by side. ◀ / ▶ / page Prev / next / jump to a page. - / + / 100% / Fit Zoom out / in / scale / fit window. ↺ ↻ Straighten Rotate left, right 90°, reset to 0°. Split PDF Split every page into separate PDFs. Delete Pages Enter pages (e.g. 1,3,5-8) and save a copy. Insert Pages Insert another PDF at a chosen position. Merge PDFs Combine several PDFs into one. To Word / To Excel Editable PDF converts locally; image/scan asks to pay then AI OCR. Select Text / Copy Page Text Box-select to copy, or copy the whole page text.
03 Merge ExcelMerge multiple Excel workbooks/sheets into one.
Steps
1. Select the Excel files to merge. 2. Choose the merge mode (e.g. align by header). 3. Click merge and save. Buttons / Options
Button / Option Description Select Files Add Excel files to merge. Clear Remove selected files. Merge Run merge and save a new Excel.
04 Clean / Standardize ExcelRemove blanks/dups/garbage, unmerge+fill, mask, unify template, print setup.
Steps
1. Select Excel files (multi). 2. Tick options under 'Clean' and 'Standardize/Mask/Print'. 3. Click 'Clean & Save'. Buttons / Options
Button / Option Description Select Files Add Excel files. Clean (checkboxes) Unmerge+fill, trim, de-garble, remove blank/dup/subtotal rows. Standardize/Mask/Print Clear format, unify template & sizes, mask phone/ID, print setup. Clean & Save Process by ticked options and save.
05 Template FillExcel/Word template + multiple sources, auto-fill by field mapping.
Steps
1. Pick 'Excel Template Fill' or 'Word Template Fill'. 2. Choose template and source files (multi). 3. Check the field mapping; apply/save a 'Mapping Scheme'. 4. Click 'Fill & Generate'. Buttons / Options
Button / Option Description Excel/Word Fill Switch template type. Select Template Pick the target template. Select Sources Pick data sources (multi). Mapping Scheme / Apply / Save / Delete Apply, save or delete a saved mapping. Fill & Generate Fill by mapping and save.
06 Smart CompareDiff two datasets (Excel/Word) and output a reconciliation report.
Steps
1. Select the baseline and the file to check. 2. Set key/columns to compare. 3. Run compare to get a diff report. Buttons / Options
Button / Option Description Select Files Pick baseline and target files. Compare Run diff and export report.
07 VLOOKUPLike Excel VLOOKUP: pull values from another sheet by key column.
Steps
1. Pick the main and lookup tables. 2. Set the match column and columns to bring back. 3. Run and save. Buttons / Options
Button / Option Description Select Files Pick main & lookup tables. Run/Generate Fill by key and save.
08 Word ToolsExtract Word tables, merge documents, etc.
Steps
1. Select Word files. 2. Choose action (extract tables / merge). 3. Run and save. Buttons / Options
Button / Option Description Select Files Add Word docs. Extract Tables / Merge Tables to Excel, or merge multiple docs.
09 Dir List / OrganizeGenerate directory listings and organize files by rules.
Steps
1. Select the target folder. 2. Choose 'List' or an organize rule. 3. Run. Buttons / Options
Button / Option Description Select Folder Pick the folder. List / Organize Export listing or organize by rules.
10 Archive FilesArchive by file type, by modified time (year/month/day), or prefix-rename by folder name (modifies disk; back up first).
Steps
1. Select a folder. 2. Pick 'Archive by type', or choose a time unit and click 'Archive by time', or 'Prefix by folder name'. 3. Confirm and run. Buttons / Options
Button / Option Description Select Folder Pick the folder. Archive by type Move files into category subfolders. Time unit + Archive by time Move by modified time (year/month/day), e.g. 2024-03. Prefix Batch-rename with folder name or custom prefix.
11 Reminders / AlertsSet due/overdue reminders, optionally email alerts.
Steps
1. Import data with dates. 2. Set alert rules and recipients. 3. Send/save reminders. Buttons / Options
Button / Option Description Import Import data to monitor. Sender/Recipients Configure email sender & recipients. Send Send alert emails by rules.
12 Find & ReplaceBatch find/replace across Word/Excel/PPT/CSV in a folder (in-place; back up first).
Steps
1. Select a folder. 2. Fill 'from → to' rules (multiple). 3. Confirm to replace recursively. Buttons / Options
Button / Option Description Select Folder Pick the folder. +Add/-Del Add/remove rules. Replace Recurse and modify in place.
13 Extract → ExcelAI extracts fields from PDFs/images by a template, exports Excel (billed per page).
Steps
1. Create & save an 'Extract Template' (fields+notes) first. 2. Select files. 3. Pick the template, confirm charge, call the API. 4. Save the returned Excel. Buttons / Options
Button / Option Description Extract Template Pick/manage templates in AI_PROMPT. Select Files Pick PDFs/images. Call API Upload & extract, then generate Excel.
14 Classify → PDFAI auto-classifies documents and exports results.
Steps
1. Select files. 2. Set categories. 3. Call the API to classify and export. Buttons / Options
Button / Option Description Select Files Pick files to classify. Call API Upload & classify, get results.
15 Compare → ExcelAI compares two files (PDF/Word/Excel/image), exports Excel.
Steps
1. Pick File A and File B. 2. Choose a template, add notes. 3. Call the API and export. Buttons / Options
Button / Option Description File A / File B Pick the two files. Template/Notes Pick template and add notes. Call API Upload & compare, export diff Excel.
16 Import AI DocPick a docs folder → ZIP → call AI → generate import customs Excel.
Steps
1. Click 'Select Folder' for the documents. 2. Check the file preview. 3. Click 'Generate' to upload and build Excel. Buttons / Options
Button / Option Description Select Folder Pick the documents folder. Generate ZIP the folder, upload, build customs Excel. Stop Abort current run.
17 Export AI DocPick a docs folder → ZIP → call AI → generate export customs Excel.
Steps
1. Click 'Select Folder'. 2. Check the preview. 3. Click 'Generate'. Buttons / Options
Button / Option Description Select Folder Pick the documents folder. Generate ZIP, upload, build export customs Excel. Stop Abort.
18 B/L → ExcelAdd B/L files/folder → ZIP → call AI → generate Excel.
Steps
1. Use 'Add Files / Select Folder' (multi-select, drag-drop). 2. Adjust list with 'Remove/Clear'. 3. Click 'Parse' to upload and build Excel. Buttons / Options
Button / Option Description Add Files Add B/L files (PDF/images, multi). Select Folder ZIP the whole folder. Remove / Clear Remove selected / clear list. Parse ZIP, upload, build Excel.
19 CO → ExcelAdd Certificate-of-Origin files/folder → ZIP → call AI → generate Excel.
Steps
1. Use 'Add Files / Select Folder' (multi, drag-drop). 2. Adjust with 'Remove/Clear'. 3. Click 'Parse' to build Excel. Buttons / Options
Button / Option Description Add Files Add CO files (multi). Select Folder ZIP the whole folder. Remove / Clear Remove selected / clear. Parse ZIP, upload, build Excel.
20 VAT → ExcelAdd invoice files/folder → ZIP → call AI → generate 'Header+Detail' Excel.
Steps
1. Use 'Add Files / Select Folder' (multi, drag-drop). 2. Adjust the list. 3. Click 'Parse' to build Excel. Buttons / Options
Button / Option Description Add Files Add invoices (PDF/images, multi). Select Folder ZIP the whole folder. Remove / Clear Remove selected / clear. Parse VAT ZIP, upload, build a Header/Detail Excel.
21 Batch ProcessRun one function over many files/subfolders in a directory. Function-specific options appear below.
Steps
1. Pick a function in the 'Function' dropdown. 2. Choose 'Input' and 'Output' folders. 3. Fill function-specific options (Extract=template; Clean=checkboxes; Template Fill=template+mapping; Import/Export=by subfolder). 4. Click 'Start'; the table shows per-item progress and results. Buttons / Options
Button / Option Description Function (dropdown) Pick the function to batch-run. Input / Output folder Source files folder / results folder. Function options Extract=template; Clean=checkboxes; Template Fill=template+mapping; Import/Export=per subfolder ZIP. Start / Stop Start or abort the batch.
22 Batch Compress (by subfolder)Zip each subfolder of the input directory into its own ZIP named after the subfolder, with optional prefix/suffix; progress shown live.
Steps
1. In the 'Function' dropdown pick 'Batch Compress (local, by subfolder)'. 2. Set 'Input' to a folder of subfolders; set 'Output' for the ZIPs. 3. Optionally fill 'Prefix / Suffix' (name = prefix + subfolder + suffix + .zip). 4. Click 'Start'; the table shows each subfolder's progress and ZIP. Buttons / Options
Button / Option Description Function Choose 'Batch Compress (local, by subfolder)'. Input folder Folder containing subfolders (each becomes one ZIP). Output folder Where ZIP files are saved. Prefix (optional) Prepended to the ZIP file name. Suffix (optional) Inserted after the subfolder name, before .zip. Start / Stop Start or abort; the table shows per-subfolder progress.
23 Group EmailsGroup emails by a keyword in subject or body: emails sharing the same keyword (e.g. one order no.) go to one folder, and their attachments are exported there too. Supports .eml / .msg.
Steps
1. Select email files or a folder (folders are searched recursively for .eml/.msg). 2. Pick 'Group by' (subject / body) and enter 'Keywords' (e.g. order no.; comma-separated). 3. Choose an output folder and click 'Start'. 4. The app extracts the code right after the keyword (e.g. 'OrderNo SO12345' -> SO12345), groups same-code emails and their attachments into folder SO12345/; unmatched go to 'Unmatched'. Buttons / Options
Button / Option Description Select emails / folder Drag or pick .eml/.msg files or their folder. Group by Match the keyword in subject or body. Keywords Anchor keyword (e.g. order no.); the code after it is the group value. Copy email file too Also copy the original email into the group folder. Output folder Where the grouped folders are saved. Start Run grouping; the table shows each group folder and email count.
24 SettingsConfigure AI endpoints/APIKEY, database, theme & font size, payment QR, etc.
Steps
1. Open via menu 'Settings…' or Ctrl+,. 2. Fill each tab. 3. Click 'Save'. Buttons / Options
Button / Option Description API tabs Endpoints & APIKEY for Import/Export AI Doc, Extract, etc. UI (theme/font) Switch theme, drag to set font size. Database SQL Server connection (for billing/login). Save Persist all settings.
25 RechargeTop up via WeChat / Alipay / bank transfer (credited after admin confirmation).
Steps
1. Click '💰 Recharge' on the bottom user card. 2. Choose method, enter amount. 3. Pay as instructed; await confirmation. Buttons / Options
Button / Option Description Method WeChat / Alipay / bank transfer. Amount Enter or pick amount. Submit Create the order.
26 Foreign-Trade Tools (top menu)Top '🧰 Trade Tools' menu opens web pages; the first three carry your APIKEY automatically.
HS Code Lookup Classification & Dual-use Query Sanctions Query Loading Optimizer 
