Split, Merge and Reprocess Documents

The Document Manipulation feature gives you the flexibility to correct document classification errors directly within Navix — without re-uploading or re-submitting documents. You can split, merge, or reprocess documents as needed to ensure accurate records.

Queue Availability

• Split & Merge — Available in the Audit, Customer Billing, and Documents queues.
• Reprocess — Available in the Audit and Customer Billing queues.

Splitting a Document

Use the Split feature when a single document in Navix actually contains pages that belong to two or more separate documents. Splitting lets you extract those pages into their own distinct documents without affecting the rest of the submission.

When to Use This

Example: Two separate Bills of Lading (BOLs), each several pages long, were ingested and classified together as a single BOL document. You can split them into two individual BOL records, each with the correct pages.

How to Split a Document

1. Navigate to the View Documents tab within the submission or Invoice record.
2. Click Split Documents.
3. Select the page(s) you want to split into a new document.
4. Optionally, enter a new name for the document being split out.
5. Select the Document Type for the newly created document.
6. Click Split Document to confirm.

Tip: The original document will retain all pages that were not selected during the split. You only need to rename and type the new document being created.

Merging Documents

Use the Merge feature when two or more documents in Navix should have been classified as a single document. Merging combines them into one unified record.

When to Use This

Example: A four-page BOL was ingested and split into two separate two-page BOL records. You can select both documents and merge them back together into one complete BOL.

How to Merge Documents

1. Navigate to the View Documents tab within the submission or Invoice record.
2. Select the documents you want to merge by checking the checkbox next to each one.
3. Click Merge Documents.
4. Reorder the documents if the page sequence needs to be adjusted.
5. Update the Document Name and Document Type if needed.
6. Click Merge Documents to finalize.

Tip: Both Split and Merge are designed for documents that are already in the correct submission or Invoice record — use these tools when the documents simply need to be reorganized, not relocated.

Reprocessing a Document for Ingestion

Use the Reprocess feature to send an Invoice document back through the IDP (Intelligent Document Processing) flow. When a document is reprocessed, it is removed from its current record and a new, standalone record is created for it — with field-level data extracted automatically.

When to Use This

Example: A document packet contains multiple invoices bundled together. Each invoice needs its own record with extracted field data. Use Reprocess to select an individual invoice (and any supporting documents) and send it through ingestion to create its own record.

How to Reprocess a Document

1. Navigate to the View Documents tab within the Invoice record.
2. Select the Invoice document you want to reprocess. You may also select any supporting documents that should be reprocessed alongside it.
3. Click Reprocess for Document Ingestion.
4. Click Reprocess Documents to confirm.

Note: Reprocessing will remove the selected document from its existing record. A new record will be created automatically once the document completes the IDP flow.

Quick Reference