With the ‘Split & organize’ function, you can split documents, organize them (determine the page order), and delete pages. For example, you can use this function to split scanned documents containing multiple invoices into separate documents. You can split documents manually or automatically with the additional Automatically split documents module.
Please note:
Documents with a maximum of 250 pages are supported.
This function is only available for PDF documents. If file types other than PDF are combined with the PDF file before splitting, the other documents will be lost during the splitting process.
Splitting and organizing creates new documents. When these documents are processed, processed invoices will be charged again, even if this already happened for the original document upon receipt in the administration.
There are two ways to split documents:
Manually split documents
Automatically split documents
Manual splitting
The ‘Split & organize’ function can be found under ‘Upload & process’. Click on the desired PDF document and then click ‘Split & organize’ in the right-hand menu:
The ‘Split & organize’ window will appear. If there are multiple pages, you can scroll to the right using the scrollbar at the bottom of the split screen.
Splitting: Click the plus icon between pages to indicate where the document should be split. When two pages are split, scissors are shown instead of a plus sign between the pages.
Click the ‘Split all pages’ button to split at every page transition, creating a separate document for each page:
Organizing: Drag a page to another position to change the page order. This determines which document is shown in the booking screen.
Deleting a page: Click the ‘Delete’ button below a page to remove it from the document.
Undo: Click the ‘Undo’ button to revert the last action performed.
Minimap: The minimap shows an overview of the splits. When using automatic splitting (see below), use the minimap to easily navigate through many pages.
When finished, click ‘Save’ or ‘Save & process’.
Automatic splitting
Refer to this article for more information on how to enable this additional module.
Splitting: Click the ‘Automatically split’ button to apply a split proposal. The system will automatically determine whether pages need to be split. This is based, among other things, on whether pages belong to different invoices or different document types (for example, a receipt or invoice).
The recognition score indicates how certain the system is that the split proposal is correct:
Recognition scores above 80% are displayed in green.
Recognition scores between 60% and 80% are displayed in orange.
Recognition scores below 60% are displayed in red.
In the minimap, all splits are displayed. The color of a split indicates the recognition score (see above). When you click on a split, the corresponding pages are shown. If a split is manually adjusted, the color changes to grey in the minimap and the recognition score is no longer visible.
If you delete pages or change the page order, you must click ‘Automatically split’ again to apply a new split proposal.
Automatic splitting is self-learning and improves as more documents are processed within an administration.