Splitting and merging documents

This guide explains how to split documents that have been sent to you as one incorrectly combined file, or merge those that have been incorrectly sent as separate files.

Splitting documents

Use document splitting when you receive multiple documents combined in a single file (e.g., three separate invoices in one PDF).

To split a document:

1. Open the document.
2. Click ... at the top of the document.
3. Click Split.
4. For each individual document:
   • Enter the From page number.
   • Enter the To page number.
5. To add another document section, click Add Document.
6. To remove a document section, click X next to the document number.
7. Click Split.

When splitting documents:

• Ensure page numbers don't overlap between documents
• Don't use the same From page number for multiple documents
• All pages must be included in one of the split sections

Merging documents

Use document merging to combine separate documents into one (e.g., if a supplier sent two pages of the same invoice as individual PDFs).

warning

Do not use merging to combine different related documents, like an invoice and evidence of work provided. For this case, use Related documents and attachments.

To merge documents:

1. Open the primary document.
2. Click ... at the top of the document.
3. Click Merge.
4. In the document selection window:
   • Filter documents by module and submodule if needed.
   • Search for specific document numbers using the search bar.
5. Select the checkbox next to each document you want to merge.
6. Click Select.

The new merged document will then move into Scanning status and go back through the extration process.

The original documents will be set to Deleted status, and will be added as related documents against the merged document.

Need help?

Contact Zudello support for assistance with document management functions.