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Supporting Documents - How to Split or Combine Documents
Supporting Documents - How to Split or Combine Documents

This article describes Split or Combine Documents functionality in Simpology Supporting Documents

Kate Gubbins avatar
Written by Kate Gubbins
Updated over 4 months ago

Often you will receive a large documents file from applicants that need to be split into individual documents; or a bunch of individual documents you would like to combine into one.

The Supporting Documents engine allows you to split and/or combine documents.

Split Documents

Upload your documents file so that it is in the "documents bucket" in Supporting Documents. Here we have a document called "All Docs":

Grab the thumbnail of the file you want to split up, and drag to "Split or Combine":

A third panel will open up showing all the pages in your large document:

To view just this panel, click with icon on the right:

To give you a closer look at each document, you will find you can magnify each document by hovering on the document:

Click on the pages you wish to turn into a new file, Add a new title for the new document, and click create:

The selected pages will be removed from the existing file, and you can continue breaking up the large file into smaller ones. When you have finished breaking up the document, you can go back to the checklist panes by click on "default view":

Once back in the default view, you can continue allocating documents to your checklist.

Combining Documents

To combine documents, you select documents in the Bucket you wish to combine, and drag to "Split or Combine":

Select pages to be included, and Rename the Doc, click Create:

Your new combined document will be in the Documents Bucket:

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