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Introduction: This guide describes how to split and rotate documents using the Document Tools feature.

Table of Contents

Table of Contents
excludeTable of Contents

Change Log:

Date

Changes

Sep 2021

Comprehensive documentation about using the document tools feature.

Audience: Financial professionals who manage documents inside the document storage solution.

Functionality: The document tools feature allows you to split, rotate, or flip documents.

How to Split a Document

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Open the document you want to split.

Tip

Tip: These documents can be documents that you upload without document separators or accidentally upload together into a client folder.

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Scroll down to the document tools feature.

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Click the Greater-Than icon between the pages you want to split.

Tip

Tip: You can split a document in multiple locations. This will create multiple documents upon saving.

A dotted line shows you where the split will occur.

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Optional: Uncheck the Update Document checkbox to keep the original file intact.

Tip

Tip: Upon hitting Apply, it will make a copy of the documents and the originals will not be affected.

Click Apply.

The screen will change to display the document above the first split.

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Click Save and Close to return to the previous screen.

How to Rotate or Flip a Document

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Rw step

Open the document you want to rotate.

Tip

Tip: You can rotate documents that were possibly scanned in upside down. You can also change a page’s orientation between landscape and portrait.

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Scroll down to the document tools feature.

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Click the Half-Circle icon next to the document and/or pages you want to rotate.

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Select the direction you want to rotate you document in.

A. Left

B. Right

C. Flip

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Click Apply.

Note: The screen will change to display the document above the first split. If you want

Optional: Uncheck the Update Document checkbox to keep the original

document

file intact

, see the tip below

.

Tip

Tip: If you want to keep the original file intact, uncheck the Update Document checkbox. Upon hitting Apply, it will make a copy of the documents and the originals will not be affected.

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Click Apply.

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The screen will change to display the document above the first split.

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Click Save and Close to return to the previous screen.