Split a Document

Creation date: 6/10/2026 1:20 PM    Updated: 6/10/2026 2:07 PM

Overview

This article helps you split one document into multiple documents. You may need this when one fax contains records for more than one patient or more than one document type.

Steps

  1. Click Inbox.
  2. Open the document.
  3. Hover between the pages where you want the split.
  4. Click the split icon.
  5. Click Create Split to split after that page, or click Advanced Split for more control.
  6. If you use Advanced Split, review each split section.
  7. Assign the patient, document type, and date for each split as needed.
  8. Click Create Splits.
  9. Review the new split documents.

Troubleshooting

  • If Create Splits is disabled, then create at least one split first.
  • If you need the same patient, document type, or date on every split, then use the apply-to-all controls in the advanced split window.