When preparing files for upload, you may need to divide a single, large file into separate documents or hide sensitive information before it enters the system. The built-in Split/Redact tool allows you to handle both of these tasks in one place.
Accessing the Editor
Navigate to the Upload documents screen and select the file you want to upload.
Once the file appears in the list, click the Split/Redact icon (the pencil symbol) next to the document's name. This will open the document editor.
Splitting Documents
The editor allows you to easily break a multi-page document into smaller, separate files, or exclude pages you don't need.
Split Pages: In the middle column displaying page thumbnails, hover between the pages where you want to make a break and click the scissors icon. This will separate the document into distinct sections.
Merge Pages: If you make a mistake or want to rejoin separated sections, click the + Merge button between the segments.
Rename Sections: In the right-hand panel, you can type a new Name for each newly created document segment to keep them organised.
Delete Pages: If there is a specific page you want to remove entirely, find its section in the right-hand panel and click the trash can icon.
Exclude Sections: If you split a document but only want to upload certain parts, uncheck the green box next to the page range in the right-hand panel. This will exclude that segment from the final upload.
Redacting Documents
If your document contains sensitive data (like financial details or personal identification) that should not be uploaded, use the redaction tool to securely mask it.
Select the page you want to edit from the middle thumbnail column.
Click the black square icon located in the toolbar just above the main document viewer.
Click and drag your cursor over the specific text, image, or area you want to hide. A solid black box will appear over the selection.
Check out our Add Documents in Documents Page or Add Documents to Data Record guide to learn about the whole uploading process.