How do I merge documents?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Search tab and Click on Box View Tab. |
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3. |
Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section. |
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4. |
To Merge documents, Tick one or more than one document. |
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5. |
Hover over the Manage Documents dropdown and Click on the Merge option. It will open a new window. |
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6. |
Enter the file Name that you want to give to the document. |
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7. |
Click on the MERGE FILES button. It will download a folder with the merged files. |
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How do I download split documents to a PC?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Search tab and Click on Box View Tab. |
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3. |
Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section. |
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4. |
Select the document that you want to Split. |
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5. |
Hover over to the Manage Documents dropdown and Click on the Split/Extract option. It will open a new window. |
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6. |
Hover over the SPLIT ALL PAGES button and Click on the "Download to PC" option. It will allow you to download the zip file. |
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How do I save split documents directly to the respective row?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Search tab and Click on Box View Tab. |
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3. |
Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section. |
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4. |
Select the document that you want to Split. |
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5. |
Hover over to the Manage Documents dropdown and Click on the Split/Extract option. It will open a new window. |
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6. |
Hover over the SPLIT ALL PAGES button and Click on the "Save to Row" option.
Note: Attached files from another location are not allowed to split in a destination. Please split the file available in original source location. |
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7. |
It will show you a pop-up message. Click on the OK / Cancel button. |
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8. |
It will show you a pop-up message. Click on the OK button. Split documents will save on the same document list page. |
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How do I Extract Documents?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Search tab and Click on Box View Tab. |
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3. |
Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section. |
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4. |
Select the document that you want to extract. |
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5. |
Hover over the Manage Documents dropdown and Click on the Split/Extract option. It will open a new window. |
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6. |
Enter the page number for Example 1-5,2-4,1-1 that you want to Extract. |
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7. |
Click on the EXTRACT PAGES button the document will be extracted |
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How do I download documents to a PC?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Search tab and Click on Box View Tab. |
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3. |
Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section. |
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4. |
Select the Document that you want to download to your PC. |
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5. |
Hover over the Manage Documents dropdown and Click on the Download to PC option the file will be downloaded into your system. |
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Lauren Partridge
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