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Introduction: This guide describes how to use Document Separators.
Change Log:
Date | Changes |
|---|---|
Sep 2021 | Comprehensive documentation about Document Separators. |
Audience: Financial professionals who upload documents into Docupace.
Functionality: Document Separators allow users to automatically split a single PDF file into multiple documents.
Overview
Document Separators function like a coversheet that tells the system where it should split your file when you upload it into the system. This allows you to upload multiple documents with a single pdf file without having to manually separate them with Document Tools.
You can print or save the Document Separator by clicking User Tools, then Print Document Separator. When you scan in your pages, place a Document Separator between each document.
Note: Separator Sheets do not show up in any of the final separated documents.
Tip: Print one fewer copy of the Document Separator than the number of documents you are uploading at once (ie. for three documents, print two copies).
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Example
Let’s say that you have three documents to scan into the system, with a total of fourteen pages.
