The Edit Document tool lets you manipulate the pages of a PDF in your inbox. You can split a multi-page PDF into separate documents, remove pages you don't need, rearrange pages by dragging them, and add pages from other PDF files. Each group of pages becomes its own separate document when you save.

This tool is available on desktop only and works exclusively with PDF files — it does not appear for images, CSV files, or other file types.

When Is Editing Available?

The Edit Document button appears only when all of the following conditions are met:

• The file is a PDF (not an image, CSV, or HTML file).

• The document is not currently being processed by the system.

• All pages have finished rendering in the viewer.

• You are viewing the document on a desktop device.

• The document's current folder allows editing (see below).

Editing availability depends on where the document lives:

• Inbox — Editing is always available.

• Invoice — Editing is available unless the item is archived or any of its payables belong to a pay application that has been synced to your accounting system.

• Outbox — Editing is not available.

• Archive — Editing is not available.

Opening the Edit Document Tool

Follow these steps to open the editor and begin working with your PDF pages.

1. Open a PDF document in your inbox by selecting it from the item list.

2. Hover your mouse over the PDF viewer panel.

3. Click the Edit Document button (pencil icon) that appears in the bottom-left corner of the viewer.

4. The Edit Document modal opens, displaying all pages of your PDF as thumbnails.

When the modal opens, all pages appear together in a single group labeled Original Invoice. From here, you can split, rearrange, remove, or add pages.

Splitting Pages into Separate Documents

Splitting lets you break a multi-page PDF into multiple separate documents. Each group of pages in the editor becomes its own document when you save. There are two ways to split: splitting at a specific page, or splitting every page at once.

Split at a Specific Page

Use the scissors button to split a document at a specific point between two pages.

1. Locate the scissors icon (✂) that appears between pages within a group.

2. Click the scissors button at the point where you want to split.

3. The pages below the split point move into a new group. The new group is labeled New Invoice 1, New Invoice 2, and so on.

Split All Pages

Use Split all to separate every page into its own individual document at once.

1. Click the Split all button at the top of the modal.

2. Every page becomes its own separate group. A 5-page document, for example, becomes 5 groups with one page each.

Undo a Split (Cancel Split)

If you split pages by mistake, you can merge a group back into the one above it.

1. Locate the Cancel Split button (with an X icon) at the top of the group you want to merge back.

2. Click Cancel Split.

3. All pages from that group are moved to the end of the group directly above it, and the current group is removed.

Rearranging Pages with Drag and Drop

You can drag page thumbnails to change their order within a group, move them between groups, or drop them into the placeholder at the bottom to create a new group.

1. Click and hold a page thumbnail, then move your mouse to begin dragging. The page becomes semi-transparent in its original position, and a copy of the thumbnail follows your cursor.

2. Drag the page to its new position — either within the same group, into a different group, or onto the Add New Invoice placeholder at the bottom.

3. Release the mouse button to drop the page in its new location.

If dragging all pages out of a group other than the first one leaves it empty, that group is automatically removed.

Removing Pages

You can delete individual pages that you do not need in the final document.

1. Hover over the page thumbnail you want to remove.

2. Click the trash button (red icon) that appears in the top-right corner of the thumbnail.

3. The page is removed immediately.

Viewing a Page at Full Resolution

If you need to inspect a page more closely before deciding what to do with it, you can view it at a larger size.

1. Hover over a page thumbnail.

2. Click the magnifying glass button that appears in the center of the thumbnail.

3. A dialog opens showing the page at a higher resolution. The dialog title displays the page number (e.g., "Page 3").

4. Close the dialog when you are done reviewing.

Adding Pages from Other PDFs

You can upload pages from other PDF files and add them to any group in the editor. This is useful when you need to combine pages from multiple source documents.

Add Pages to an Existing Group

1. Locate the Add Pages or Drag and Drop a file area at the end of the page row in the group where you want to add pages.

2. Click the area to open a file browser, or drag and drop a PDF file from your desktop onto it.

3. Select one or more PDF files.

4. The pages from the uploaded PDF appear at the end of the group. Uploaded pages are marked with a green border and a "New Page" label.

Add Pages as a New Document

1. Scroll to the bottom of the modal and locate the Add New Invoice placeholder area.

2. Click the area to open a file browser, or drag and drop a PDF file onto it.

3. A new group is created containing all pages from the uploaded PDF.

Saving Your Changes

When you are satisfied with your page arrangement, save your changes to create the final documents.

1. Review all groups in the editor to confirm they contain the correct pages in the correct order.

2. Click Save Changes in the bottom-right corner of the modal.

3. The button displays "Processing..." while the documents are being generated. Both buttons are disabled during this time.

4. When processing is complete, the modal closes automatically and the inbox refreshes.

Here is what happens to each group when you save:

• The Original Invoice group updates the existing document in place — it keeps the same inbox item, with pages rearranged or reduced as specified.

• Each additional group (New Invoice 1, New Invoice 2, etc.) creates a new document in your inbox. These new documents are automatically analyzed by the system and will appear in your inbox once processing is complete.

Canceling Your Edits

To discard all changes and return to the PDF viewer without modifying anything:

1. Click Cancel Edit in the bottom-left corner of the modal.

2. The modal closes and all changes are discarded. The original document remains unchanged.

Frequently Asked Questions