Upload & Split Document File
9 steps
36 seconds
Brokerageengine
1
From the Document file, select Upload & Split at the bottom.
2
Select a file from your computer, then click Upload
3
Select the pages you want to split out first
Tip! You can select a range of pages by clicking the first and last page. For example, to split pages 1 through 5 to the same checklist placeholder, simply click on page 1 and then page 5. You don’t need to click on each page individually.
Alert! Pages must be selected in order if assigning them to the same checklist item. To split pages out of order, select them individually.
4
Once you have selected the pages, use the dropdown list to choose which document placeholder to send them to
5
Click "Split"
6
Repeat steps 3-5 until all pages have been allocated
7
To disregard a page, select it and then click the trash can button
8
If you are splitting documents to a document placeholder that already has documents assigned, you can choose to replace the existing documents by checking this box. Leaving it unchecked will add the new pages to the existing documents instead.
Alert! Even if you choose to override existing documents, the original documents will still be available in the audit log for that checklist placeholder.
9
Click "Finalize"
Upload & Split Document File
9 steps
36 seconds
Brokerageengine
1
From the Document file, select Upload & Split at the bottom.
2
Select a file from your computer, then click Upload
3
Select the pages you want to split out first
Tip! You can select a range of pages by clicking the first and last page. For example, to split pages 1 through 5 to the same checklist placeholder, simply click on page 1 and then page 5. You don’t need to click on each page individually.
Alert! Pages must be selected in order if assigning them to the same checklist item. To split pages out of order, select them individually.
4
Once you have selected the pages, use the dropdown list to choose which document placeholder to send them to
5
Click "Split"
6
Repeat steps 3-5 until all pages have been allocated
7
To disregard a page, select it and then click the trash can button
8
If you are splitting documents to a document placeholder that already has documents assigned, you can choose to replace the existing documents by checking this box. Leaving it unchecked will add the new pages to the existing documents instead.
Alert! Even if you choose to override existing documents, the original documents will still be available in the audit log for that checklist placeholder.
9
Click "Finalize"
