Splitting and merging documents

The Split and Merge Feature in our product empowers users to efficiently process multiple documents within a single file. This guide demonstrates how to effectively utilize this tool to split documents for processing and merge them once processing is complete. It provides a versatile solution for managing multiple documents, allowing users to streamline processing by splitting and later ensure document integrity by merging.

Note:

If you encounter any issues, contact your system administrator.

Knowing split merge UI

When you click Manual Split from Document monitor page. The Split Merge page opens.

Refer the table below to read the callout descriptions.

#	DESCRIPTION
1	Displays the statistical information about the current document available for split and merge. Document Name: Displays the name of the document. Total Pages: Displays the total number of pages present in the document. Pages split and merged: Displays the number of pages that are split and merged. Documents created: Displays the total number of documents created after split and merge. Discarded Pages: Displays the number of discarded pages from the document. Pending Pages: Displays the total number of pending pages available for split and merge.
2	You can use the features available to mark a region on the displayed page, or, to crop a region of the displayed page, or to merge selected documents, or to split the selected pages or to forward the document to a user or to discard a selected document, or to view the Hot Keys, or to delete a selected document, or, to change the size of the displayed page.
3	The page viewer displays the selected page. The top-left corner of the page viewer displays the ML-identified class, along with a green tick at the bottom-right of the thumbnail (see image below). In case of misclassification by ML but the user identified and correctly classified, the page viewer will show the message as shown in the image below.
4	Displays the thumbnail view of the pages available in the document. Click the checkbox next to the page to view it in the page viewer. You can select specific pages to either merge or discard or Click Select All checkbox to select all the pages in the document. Enable the Show Pending toggle switch to display the pending pages for processing. Note Documents which are already created will have a Doc Id assigned that is labelled below the page (see image below) and will not have checkboxes displayed against them. All pages in the base parent document are displayed in the manual splitter, along with a document Id mapped to the documents paired in the previous splitter stage. At this point, the user can break the pairings and create new ones or discard the documents.
5	Displays the reason of document rejection, page number, page navigation, and status of the document. Click to view the reason of rejection. Displays the page number of the selected document out of the total number of pages present in the document. NOTE Use the quick access toolbar to navigate through the documents. Status displays the current status of the selected document.

Note:

If a parent document is split and several child documents are created, processed, and exported, the user will be unable to reprocess these documents. The message This document id cannot be reprocessed is displayed at the bottom of the screen. Only uploading the parent document into the system would be a workaround.
When a page or document is discarded from the manual split menu, the rejected document is treated as a standalone document and is not related to the parent document when reintroduced from the document reprocess screen (if the discarded document is to be merged, the document would have to be uploaded again).
If documents are manually split from the menu, and the user sends them from MI/QC to the manual split, the user will not be able to unpair them. The message This document id cannot be unpaired is displayed at the bottom of the screen.
If the documents are manually merged from the manual split screen, the user will not be able to unpair such documents. The message This document id cannot be unpaired is displayed at the bottom of the screen.
Post-split the file name of the split documents will be renamed as parentdocumentname/number+n (where n = number of split pair). ExampleIn case of a 10pg Invoice.pdf, file name of the split documents post split would be 10pg Invoice_1.pdf, 10pg Invoice_2.pdf, 10pg Invoice_3.pdf, and so on.

Quick access toolbar

The below image explains some handy tools available on the upper-right corner of the Split Merge page.

Hover-over the above image to know about the features.

Note:

Please note that if the document is injected into the system via a Project Level input source (Document Classification), only then the Crop icon will be visible.

To crop a page, follow these steps:

Select the page to be cropped to display it in the page viewer.
Click to mark the region to be cropped.
Click to crop. The Save Changes window opens.
Select the required subtype name from the drop-down list and click Save. The page will be saved as a separate document.

Note:

At any time, if you want to delete the marked region, select the region to be deleted and then click . The Delete Confirm window opens (see the below image). Click Yes to delete the ROI.
Before cropping a document, it needs to be unpaired. When a user crops a paired document, the Unpair Document window opens (see the below image). Click Yes to unpair the document.

Note:

The forward icon is visible only if the Forward to User toggle switch is enabled in Manual Intervention application settings.

To forward a document, follow these steps:

Click the Forward icon to forward the document. The Forward to user window opens.
Select the user to whom the document is to be forwarded from the Select User drop-down list. Also, specify reason in the Reasonfield, and then click Forward to forward the document to the selected user.

To merge pages, follow these steps:

Note:

For an integrated project, you cannot merge pages belonging to documents of different subtypes.

Select the pages to be merged.
Click to merge the pages into a single document. The Save changes? window opens.
Click Proceed to merge the pages.

To split pages, follow these steps:

Select the pages to be split.
Click to split the selected pages into individual documents.
Click Proceed to split the pages.

Example: If a user receives a document with 50 pages of invoices merged as a single file, by clicking the Split All icon, the user can split the selected pages into multiple single-page documents.

To discard a page, follow these steps:

Select the page to be discarded to display it in the page viewer.
Click to discard the page. An undo icon appears on the discarded page and is labelled as Discarded (see below image).
To undo discarding, click the undo icon displayed on the discarded page. The Recover Image? window opens.
Click Yes to recover the discarded page.

To unpair a document, follow these steps:

Click the red cross symbol appearing on the document (see below image).
The Unpair Document window opens. Click Yes to unpair the document. The unpaired document appears as a separate document on the same screen.