How to use A-Suite's PDF Splitter, a tool that can be used to separate a single PDF containing multiple pages into individual pages designated for specific Record Types for a User.
Unassociated Files Icons Overview
There are several action options for a PDF when it's uploaded to your Unassociated Files folder:
- Preview your PDF by clicking the magnifying glass.
- Burst the PDF, or split a multiple page PDF into individual pages.
- Split the PDF into individual Records
- Download the PDF to your computer
- Delete the file entirely
Here we'll be talking about using the A-Suite's PDF Splitter, which as said before, is a tool that can be used to separate a single PDF containing multiple pages into individual pages designated for specific Record Types in a User's Account.
Using the PDF Splitter
- Scroll down to the Unassociated Files Dropdown Panel
- Upload or Select the PDF you're wishing to split
- Select the Multiple Folder Icon to Split the Attachment into Records
You'll then see a new window appear. This is the PDF Splitter platform, where you'll proceed to create the desired Record Types for the files you're wishing to split.
To add a Record Type, hover up to the "Add New Record" panel and select your desired Record from the Dropdown Menu.
Click Add and it will be added to your Splitter.
Add however many Records you'd like.
Next, simply drag over the pages of your PDF you've just split and place them into the according record type.
Set any expirations by clicking the Calendar Icon on the right of the Record type.
Click on Split and Create Records and now your split PDF pages will automatically create the Records for these files.
To view your Records, simply click over to the User's Records Browser where you'll see all of the documents you've just split.
As you can see, the page of our original PDF is now a record, and our days until expiration column is updated with the date you input.