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Getting Started

Desktop Guide to the ProjectStarter Toolkit

Please download this standalone PDF document for an overview of this toolkit, its contents and how to use them. You can keep it open as a reference as you navigate the toolkit or print a hard copy if you need it.

How to use the editable PDF templates:

Open the template in Adobe Reader. If you don’t have Adobe Reader, you can download it free from http://www.adobe.com.

Enter your data into the template and save it as a PDF to your computer. You can edit the template title, row sub-headers and body cells. Use the buttons for Add Block/Remove Block, +/- Row (where applicable), Hide/Show +/- Row, Hide/Show Instructions and Hide/Show Footer to customize the template to your needs.

All of the buttons will hide when you print the PDF template directly from Adobe Reader or Acrobat. The template margins are set to 0.25 inches. For best results, adjust your printer settings to match the page layout (portrait or landscape) and print at 100% scale. Do not fit to page unless your printer is cutting off portions of your template.

Once saved, you can edit your data in the PDF, email it to team members, print it out and/or embed it into a Microsoft Word document presentation. To insert your PDF template into a Microsoft Word document, choose one of the following techniques: 

Embed the PDF as an Object (recommended for best image quality)

  1. In your PDF template, hide the sections you don’t want to display (instructions, footer, +/- rows). Save your PDF template.
  2. In your Word document, place your cursor where you want to insert the PDF file and click on the “Insert” tab at the top of your window.
  3. In the Text group, click “Object” and then “Adobe Acrobat Document” and then “OK”
  4. Navigate to and select the PDF you want to insert and click “Open.” Your PDF will appear in your Word document layout. 
  5. Use the image crop tool to trim out the PDF margins and utility buttons so your template table fits flush within your Word document page margins.
  6. Use the image editing tools to resize, rotate and position your PDF as desired.

Embed the PDF as an Image

  1. In your PDF template, hide the sections you don’t want to display (instructions, footer, +/- rows). Save your PDF template.
  2. Follow the instructions as in option 1 above, except select “Picture From File” in the Insert menu. 
  3. Navigate to and select your PDF, insert it as an image and use the image tools to resize, rotate, position and crop the template to fit.

Take an Adobe Reader snapshot and paste it into Word

  1. In Adobe Reader, go to Edit > Take a Snapshot
  2. Select the area you want to place into your Word document. Select the table area as closely as possible without cutting off any useful content. You can exclude the buttons, instructions and footer if desired.
  3. Adobe Reader will copy the selected area to your clipboard.
  4. Return to your Word document and place your cursor where you want to insert the template snapshot.
  5. Paste the template snapshot into your Word document and use the image tools to resize, rotate, position and crop the template to fit.

Other Methods

If you have a very old version of Microsoft Word, or need more options, we suggest doing an Internet search for “Insert PDF into Microsoft Word document” and include your operating system and/or version of Word in your search terms. There are many additional tutorials and workarounds for this task available online.