PDF Splitter

The PDF Splitter separates multi-document PDFs into individual files before processing. Upload a scanned batch, mark document boundaries, then send splits to Invoice or Lease workflows.

Splitting Documents Workflow

1. Select Splitter Mode
   Choose Splitter from the Document Type dropdown in the sidebar.

2. Upload PDFs
   Drag PDF files into the upload box or click Browse files.

3. Click Load PDFs
   The system loads all pages and auto-detects document boundaries.

4. Review and Adjust Splits
   Toggle New Doc checkboxes to mark where each document begins. Exclude pages as needed.

5. Process or Save
   Send splits to Invoice/Lease processing or save directly to local folder.

Sidebar Controls

Process Stack As

Select the target workflow for split documents:

• Invoice: Sends splits to Invoice Preprocessing for OCR and vendor matching
• Lease: Sends splits to Lease Preprocessing for document type detection

The status line shows current page count, document count, and excluded pages.

Split Controls

• Split Confidence: Adjusts the threshold for automatic boundary detection. Drag the slider to change sensitivity:
  • Lower values: More splits detected, catches subtle document boundaries
  • Higher values: Fewer splits detected, only high-confidence boundaries
• Auto: Re-runs automatic document boundary detection
• Reset: Clears all split markers (returns to single document)

Save Splits

Save to Local: Saves all split documents to Documents\split_docs folder. Files are named originalname_split1.pdf, originalname_split2.pdf, etc.

Page Grid Controls

Each page displays a thumbnail with controls below:

Page Preview

Click the thumbnail or Page # button to open a larger preview. This helps verify page content before splitting.

New Doc Checkbox

Marks the start of a new document. When checked:

• A red line appears on the left edge of the thumbnail
• The page button turns red
• All following pages belong to this document until the next split

The first page is always marked as a new document and cannot be unchecked.

Exclude Checkbox

Removes a page from processing without deleting it from the original file. Excluded pages:

• Appear grayed out
• Show a crossed out Page #
• Are skipped when saving or processing splits

Use this for blank pages, cover sheets, or pages that don’t belong in any document.

Note

Excluding a page with New Doc checked automatically unchecks New Doc. The next non-excluded page becomes the document start.

Document Number

Below each page, Doc # indicates which split document the page belongs to. This updates automatically when you toggle New Doc or Exclude checkboxes.

Auto-Detection

The system automatically detects document boundaries when loading PDFs. Detection looks for:

• Significant visual changes between pages
• Common first-page patterns (letterheads, headers)
• Page layout differences

After auto-detection, review the splits and adjust manually as needed.

Tip

Click Auto in Split Controls to re-run detection after making changes. Click Reset to start fresh with no splits.

Processing Split Documents

After marking splits, click Process PDFs to send documents to the selected workflow:

1. Excluded pages are removed from the stack
2. Each split becomes a separate PDF
3. The target workflow (Invoice or Lease) opens with the split documents loaded
4. Process each document normally in the target workflow

Save Locations

Split files save to: Documents\split_docs

Files use the naming pattern: {original_filename}_split{number}.pdf

Example: DOC016.pdf split into 3 documents creates:

• DOC016_split1.pdf
• DOC016_split2.pdf
• DOC016_split3.pdf