Tutorial: Split a Multi-Page Document
Goal: Separate a single uploaded file that contains multiple distinct documents (like several invoices scanned together) into individual Zudello records for proper processing.
Persona: Maria Garcia (New General User) or Anya Sharma (AP Clerk)
Sometimes, you might receive a single PDF file containing multiple invoices, or perhaps a combined invoice and credit note. To process these correctly in Zudello, each distinct document needs to be its own record. Zudello's "Split" function allows you to easily divide a multi-page file into separate documents based on page ranges.
This guide covers identifying a document that needs splitting and using the Split action to define the page ranges for each new document.
Steps:
Let's start by finding the document and starting the split process.