--- title: "Generate Native PDF and Spreadsheet Views" slug: "generate-native-pdf-and-spreadsheet-views" tags: ["PDF view", "native"] updated: 2026-03-12T19:31:08Z published: 2026-03-12T19:31:08Z --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt > Use this file to discover all available pages before exploring further. # Generate Native PDF and Spreadsheet Views Native View (PDF) and Spreadsheet View text sets may need to be manually generated for viewing in Document Viewer. Both of these text sets can be created in Reveal Web through the Review Grid. > [!WARNING] > Important > > Reveal requires third-party cookies to be enabled in your browser. If third-party cookies are not enabled, you *will not be able to generate or view* Native PDFs and Spreadsheets in Reveal Web. ## How to use this document This document will outline the *minimum required settings*needed to generating Native View (PDF), or Spreadsheet View. In general, you will be: 1. Isolating your data by file type. 2. Indexing the data to generate text sets. If you’ve performed advanced searches or indexed documents before, the below workflows can be used as reference to select the necessary settings to create your text sets. If you are unfamiliar with advanced searches or indexing, please use this document in tandem with our [Use Advanced Search](/reveal/docs/use-advanced-search) and [Index Data – Web](/reveal/docs/index-data-1) articles. Both these articles explain how to use these features in their entirety. ## Convert native files to PDF ### I. Isolate non-spreadsheet files 1. In the Review Grid, open Advanced Search. 2. Click **+Add**. ![Dropdown menu showing options for adding file extensions in a document management system.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot 2025-09-04 at 2.01.08 PM.png) 3. Select *File Extension* with the following parameters: 1. Select ***IS*** as your operator. 2. Click the ***Items*****checkbox to select all listed file extensions. The selection box will summarize the currently specified number of items and documents for the search. 3. Uncheck all spreadsheet file types available in the list*.*Note the updated values in the selection box. ![List of file extensions with corresponding counts for various document types.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot 2025-09-04 at 2.03.40 PM.png) 4. Click **ADD TO SEARCH**. 4. With this search pill present in the Advanced Search box, click **SEARCH.** 5. With the search results in Grid view, click **Index**in the Review Grid toolbar. 6. In the **Settings** tab, set the following parameters:![Settings menu for indexing documents with options for job name and filters.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot 2025-09-04 at 2.12.30 PM.png) 1. Specify a readily recognizable **Job Name**. 2. **Native Views**may be indexed here at *Native View*or*Spreadsheet View*or*Select All.* 3. **Native View Templates** may be left *Default Template* or *Intake Imaging*. 4. **Text Sets** may be indexed here as Extracted, Extracted PDF, Native View, OCR/Loaded or Transcription.** 5. Clear the **Generation Options** used for detect color and add alerts to unindexed documents. 6. **Document Filte**r may be left at *All Documents* or *Unindexed and Error Documents*. This field is required. may be left unselected. 7. A checkbox labeled **Skip Redacted or Annotated Documents**will be checked. > [!NOTE] > Note > > If *Negative View* is selected, this checkbox will be checked by default. If *Native View* is selected and the user unchecks this box, a warning message will be displayed. If *Native View* is not selected, the checkbox will not appear at all. 8. Click **SUBMIT** to proceed; job **Notifications** will automatically be sent to the current user. 9. **CONFIRM** the indexing job to proceed. 7. You may open the **Jobs** screen at the navigation sidebar at left and go to **Indexes** to follow the progress of the job. ## Convert Spreadsheet Files to Spreadsheet View (Blackout) Here, you will only be indexing spreadsheet file types. 1. Open Advanced Search and **+Add** a search for *file extension* to locate the File Extension field as shown in Items 1 and 2 of the [Convert Native Documents to PDF](/reveal/docs/generate-native-pdf-and-spreadsheet-views#convert-native-documents-to-pdf-excluding-spreadsheets) section. 2. Select *File Extension* with the following parameters: ![File extension options for document types including xls, doc, and pdf formats.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot 2025-09-04 at 2.16.33 PM.png) 1. Select *IS* as your operator. 2. Select all the spreadsheet file types from this list that are supported (see [Supported File Types – Spreadsheet View](/reveal/docs/blackout-redacting-in-spreadsheet-viewer#supported-file-types-–-spreadsheet-view)). Note the updated values in the selection box. 3. Click **ADD TO SEARCH**. 3. With this search pill present in the Advanced Search box, click **SEARCH.** 4. With the search results in Grid view, click **Index**in the Review Grid toolbar. 5. In the **Settings** tab, set parameters as shown under Item 6 in the [Convert Native Documents to PDF](/reveal/docs/generate-native-pdf-and-spreadsheet-views#convert-native-documents-to-pdf-excluding-spreadsheets) section, but this time setting **Native Views** to ***Spreadsheet View****.* ![Settings menu for indexing documents with options for job name and filters.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot 2025-09-04 at 2.14.18 PM.png) 6. Click **SUBMIT** to proceed; job **Notifications** will automatically be sent to the current user. 7. **CONFIRM** the indexing job to proceed. 8. You may open the **Jobs** screen at the navigation sidebar at left and go to **Indexes** to follow the progress of the job. ## Related - [Tag Validation Rules - Set, Test, and Use](/tag-validation-rules-set-test-and-use.md) - [Reveal 2024 Project Admin Sidebar](/reveal-2024-project-admin-sidebar.md) - [Security Policy for Files Uploaded](/security-policy-for-files-uploaded.md)