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Version: Current

Step 1: Identify Document and Initiate Split

First, find the uploaded file that contains multiple documents and open the splitting tool.

Steps:

  1. Locate the Document: Navigate to the relevant submodule (e.g., Purchasing > Invoices) and find the record created from the multi-document file. It might be in Scanning, Ready, or User Review status.
  2. Open the Document: Click the document record to open the viewer.
  3. Initiate Split Action:
    • Click the ... (more options) button at the top right of the document modal.
    • Select Split from the drop-down menu.

What Happens Next?

The Split Document interface appears, allowing you to define how the pages should be divided.

Next Step: Define Page Ranges and Confirm Split

Related How-To Guides: