Want to learn how to separate PDFs and .tiffs in OnBase? The video demo below and this blog will show you how to do just that!

How to Separate Documents (i.e. PDFs & .tiffs) in OnBase

How to Separate Documents (i.e. PDFs & .tiffs) in OnBase

PDFs and documents assigned to the default image file format or a custom file type based off an image file type can be separated into multiple documents using the document separation layout.

In addition to separating documents, you may also drag pages between documents, copy pages within documents, or pin documents together in the document separation window.

A few important things to note before we begin:

  • First, to utilize document separation you must be licensed for PDF framework.
  • Second, sending password protective PDF documents to document separation is not
  • And third, this will require a few privileges to be assigned to a User Group performing the document separation.

These privileges are, the advanced document splitter, client-based product privilege, as well as this separate privilege.

Returning to the Unity Client, images and PDFs can be sent to document separation in a few ways:

  • You can right-click the document and document retrieval and hit send to document separation.
  • You can also navigate within the document itself by using the “send to” button, and go into document separation, or by going to the image tab and selecting edit pages.

Once we have the document separation page open, we can begin to separate out our documents.

Depending on our display mode shown on the ribbon by the group by document button, we can do different things. In this document display mode, we can create and edit documents when clicking and dragging pages.

When in the page display mode or tree display mode, we can only edit existing documents.

For separating out pages to become a new document, we will remain in the document display mode. With the document in our example video having multiple documents, we went ahead and selected one of the pages that we wanted to start as the new first page. When we clicked and dragged to the empty space in the separation window, it created a new document, which was signified by the red line that appeared. In the video example, we noted that the new document must be indexed after you finish making your changes. Clicking and dragging and releasing create that new document.

Another way to do this separation is by using the split button. We first select a page within our existing document that will become the new first page for a new document.

Here, we can then go to hit “split” and click “split” again, and now we’ve created a new document with that as our first page.

Similarly, if you hover in between pages, you will see a scissor icon appear. Selecting this will also split out those documents.

Splitting the document has a few additional options: We can use it to break documents completely apart by every page, every other page, every three pages, or a custom option.

To do so, we will select the document Itself by using the check mark, selecting split once more, and this time, instead of the split button, hitting break into documents. In the case of this video example, since we had a smaller document, we could only go by every page or custom.

By selecting every page, it will cut up every page individually. It is also worth noting that besides separating out documents if you ever need to add anything in, you can do that as well.

If you do this, you can select the document that you want to add to, and then you can hit “browse.”

By selecting one of the documents you’d like to add, in the case of this video example, a welcome image, you can just go ahead and open that.

You’ll be able to see that it’s now added onto your document.

With that, it will add that new file to our existing document that you’ve been working on and it will be saved out once we’ve ended our document separation session. And that’s how to separate documents in onbase.

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