How do I manage Documents?

How do I merge documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Search tab and Click on Box View Tab.
3.	Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section.
4.	To Merge documents, Tick one or more than one document.
5.	Hover over the Manage Documents dropdown and Click on the Merge option. It will open a new window.
6.	Enter the file Name that you want to give to the document.
7.	Click on the MERGE FILES button. It will download a folder with the merged files.

How do I download split documents to a PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Search tab and Click on Box View Tab.
3.	Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section.
4.	Select the document that you want to Split.
5.	Hover over to the Manage Documents dropdown and Click on the Split/Extract option. It will open a new window.
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.

How do I save split documents directly to the respective row?

1.	Login to your account using the username and password provided.
2.	Hover over the Search tab and Click on Box View Tab.
3.	Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section.
4.	Select the document that you want to Split.
5.	Hover over to the Manage Documents dropdown and Click on the Split/Extract option. It will open a new window.
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.
7.	It will show you a pop-up message. Click on the OK / Cancel button.
8.	It will show you a pop-up message. Click on the OK button. Split documents will save on the same document list page.

How do I Extract Documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Search tab and Click on Box View Tab.
3.	Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section.
4.	Select the document that you want to extract.
5.	Hover over the Manage Documents dropdown and Click on the Split/Extract option. It will open a new window.
6.	Enter the page number for Example 1-5,2-4,1-1 that you want to Extract.
7.	Click on the EXTRACT PAGES button the document will be extracted

How do I download documents to a PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Search tab and Click on Box View Tab.
3.	Select Client, Search Type, and Other relevant details and It will show you multiple results in the bottom section.
4.	Select the Document that you want to download to your PC.
5.	Hover over the Manage Documents dropdown and Click on the Download to PC option the file will be downloaded into your system.