Version: Current

FAQ: When should I split a document? How does it work?

The Split action in Zudello is used when a single uploaded file contains multiple distinct documents that need to be processed separately (e.g., a scanned PDF containing several invoices).

When to Use:

You receive a single PDF file from a supplier containing multiple invoices.
A scanned batch includes different document types (e.g., an invoice followed by a credit note).
A long document needs to be broken down into smaller, more manageable sections for processing or approval.

How it Works:

Open the Multi-Page Document: Navigate to and open the document containing multiple pages you want to split.
Select Split Action: Click the More Actions (...) menu > Split.
- (Example: Split action - image temporarily unavailable)
Define New Documents: A modal appears allowing you to define how to split the original file:
- For each new document you want to create, specify the From page and To page range from the original file.
- You can optionally assign a Document Type (Module/Submodule) to each new document if they differ (e.g., split into an Invoice and a Credit). If not specified, they usually default to the original document's type.
- Click Add Document to define additional splits.
- Ensure all pages from the original document are assigned to one of the new documents without gaps or overlaps.
- (Example: Split modal - image temporarily unavailable)
Confirm Split: Click Split.

Outcome:

The original document is usually marked as Deleted or Archived.
New document records are created in Zudello for each page range you defined.
Each new document contains only the pages specified for it from the original file.
The new documents typically start in the Scanning status and go through the extraction and enrichment process individually.

Permissions:

Splitting requires permissions to modify the original document (likely #UPDATE or a specific #SPLIT permission) and permissions to create new documents ({Module}:{Submodule}#CREATE).