Upload & Split Document File
- Brokerage Engine |
- 9 steps |
- 39 seconds
1
Locate Document file and click "Upload & Split" at bottom of file
2
Click here to select file from your computer, then click upload.
3
Select which pages you want to first split out.
Tip! You can select a range of document by selecting the first and last one, for example if I want pages 1 through 5 to split to same checklist placeholder - I can click on page 1 then 5, I do not need to click on all 5.
Alert! You can not select pages out of order if going to same checklist item. Need to select those documents individually to then split
4
Once you have selected the pages, from dropdown list select where which document placeholder to send these pages to.
5
Click "Split"
6
Repeat steps 3 through 5 until all pages have been allocated
7
To disregard any pages - select the page to disregard and then click this trash can button
8
If you are splitting documents to a document placeholder that already has documents assigned, you have the option to replace those documents by checking this box.
Leaving box unchecked will simply add the new pages to the existing documents in that placeholder
Alert! Even if you select to override existing documents, those documents will still be available in audit log of that checklist placeholder.
9
Click "Finalize"
