PDF Splitter

The PDF Splitter feature allows users to separate a single PDF into multiple individual files. This is particularly useful when a client provides all invoices, bank statements, receipts, or other supporting documents for a job in one consolidated PDF. For accurate extraction and workpaper processing, these documents must be uploaded individually and categorised against the relevant workpapers.

Using the PDF Splitter, users can split a combined PDF into separate files by defining file names, page ranges, and the appropriate document category or workpaper.

Accessing the PDF Splitter

• As a standalone feature, accessible from anywhere in the portal after firm setup.
• During document upload via Source Docs, where users are prompted with a checkbox asking whether they would like to split the uploaded PDF before proceeding.

How to use

1. Click Drag and drop PDF file here, or select a PDF file from your system.
2. Click Upload and Split PDF to begin processing.

Viewing and downloading split files

Once processing is complete:

• The uploaded PDF will be displayed along with the total number of files created.
• Click the arrow beside the file name to expand the list and show all split documents.
• Click the Eye Icon to preview the document.
• Click the Download Icon to save individual split files.

Defining and editing page ranges

The system will display the PDF pages. For multi-page PDFs, you can manually edit the page range fields to group specific pages together. For example, if a PDF is 10 pages long, you can set the first document as pages 1-3, the second as page 4, and the third as pages 5-10.

This ensures documents are correctly organised and categorised, enabling accurate extraction and reliable workpaper outputs.

How to access PDF Splitter

1. Go to Clients.
2. Select PDF Splitter.