Splitting Documents

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Splitting Documents

Sometimes you need to break a single document into smaller documents. XDOC makes this easy with the Split/Merge function.

Steps

1. Open Document Viewer

   • Select the document you want to split.

2. Click SPLIT/MERGE

   • Located on the upper right of the Viewer next to the UPDATE button.
   • Note: If the document type is Unfiled, the button may say Index instead of Split/Merge.
     → This means you’re indexing the document to a specific type.

NOTE: For the Unfiled document type, the label of this button may say "Index" instead of "Split/Merge" but it does the same thing.  When a document is labelled as "Unfiled" it needs to be indexed to a more specific document type, which is what you are doing with this function.

3.  Pop-Out Window

• The document opens in a separate window.

4.  Select Pages

• Go to the Unfiled Pages tab.
• Select pages to split:
  • First selected page = red border.
  • Additional pages = blue border.
• Use:
  • Ctrl + Click for multiple non-consecutive pages.
  • Shift + Click for consecutive pages.

5.  View Larger Page

• Double-click a thumbnail to view full screen.
• Double-click again to return to thumbnails.

6.  Assign Pages to a Document

• Option 1:
  • Right-click selected pages → Quick Assign window pops up.
  • Choose Document Type and fields → Click CREATE.

• Option 2:
  • Use the right-hand pane to select Document Type and fields.

7.  Repeat for All Pages

• Continue until all pages are assigned.

8.  Click COMPLETE

• Finalize the split process.

Note:
The original document may still appear in the Document Viewer depending on admin configuration.