Using the PDF separator in OnBase

Description

Use the PDF separator in OnBase to split multi-paged PDFs into individual files or to reorder the pages within a PDF file.

Environment

OnBase desktop app (Unity Client) for PCs

Solution 

1. After using the C ustom queryor Retrievalfunction to retrieve the file you're working on, right-click the file name in the search results. Select Send To, then select Document Separation.  

2. Your OnBase screen will update to display a thumbnail image for each page contained within the document.  Right-clickthe page(s) you want to separate into a different document. 

3. Drag the page(s) belowor place your cursor between two pages. This will cause your cursor to change to a scissors icon. Now, you can left-clickand the document will be separated.

4. The pages will now be displayed in two different rows which indicates two separate documents.

5. At this point, both documents have the same keywords. If you would like the newly created document to contain different keywords, select the Key iconand populate the new keyword values in the Keyword Panel.

   1. Select  Save and Remove in the Keyword Panel. 

6. If you are satisfied with the documents and their keywords, select Save and Close All in the upper left corner of your screen. 

Outcome: You should now be able to use the PDF separator in OnBase.

Get help from OIT

• Visit the  Electronic Document Management: OnBase page  to create a ticket