Documents to Process provides a centralized workspace for Accounts Payable teams to review and prepare uploaded documents before they move forward in processing. From this page, users access the Action Bar to perform bulk document management tasks such as editing, merging, splitting, archiving, or resetting documents. These actions are available only from the Action Bar when one or more documents are selected. These actions may be helpful to users responsible for managing incoming AP documents. Actions that can be performed from either the Action Bar or from individual document views are documented in separate, linked articles.
Supported Actions
Documents can be managed individually or in bulk using the Action Bar. Available actions include:
Create
Edit
Delete
Attach
Merge
Split
Archive
Reset
Create with OCR
The actions available depend on: Whether Capture AI is enabled, Document type, Document status, Number of documents selected, Number of pages in the document
Security
Users must have the following permission to manage documents in Documents to process:
Accounts Payable → Docs to Process → Edit Docs to Process Documents
Create a Document Manually in Documents to Process
Create a document manually to enter the transaction details manually.
This option is only available when a single document is selected and supports the following document types:
Accounting AP Invoice or Operations AP Invoice
(The AP Invoice and credit memo experience is determined by permissions and by the selection in User Preferences)
Accounting AP Credit Memo or Operations AP Credit Memo
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select the document to be created.
3) Click create in the action bar.
4) Enter the transaction details and complete the process in the record.
Edit a Document in Documents to Process
Edit documents to update shared values across one or more selected documents.
Editable fields:
Document type
Location
User
Priority
Not all fields are required when editing documents.
The Location field cannot be updated when a document is in the Verification needed or Ready for review status.
To edit a document in Documents to Process, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select one or more documents.
3) Click edit 
in the action bar.
in the action bar. 
4) Update the desired fields.
Options include:
Document type
Location
User
Priority
All updates apply to every selected document.
5) Click Update.
For organizations with Capture AI, if a location is assigned by a user, Capture AI will not override with OCR-detected values.
Merge Documents in Documents to Process
Merge combines multiple documents into a single document for processing.
Merge Requirements:
At least two documents must be selected.
If Capture AI is enabled, all selected documents must be in a Waiting or Failed status.
To merge documents in Documents to Process, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select at least two documents.
At least two documents must be selected for the merge option to appear.
3) Select merge 
in the action bar.
in the action bar.If the documents cannot be merged, a notification appears when hovering over the Merge icon.
If selected documents contain conflicting values for Location, Document Type, or Assigned To, a confirmation message appears. Confirming the merge removes the conflicting values, which must be re-entered after the merge.
Merged documents are renamed with the prefix ‘Merge-’.
For example, Document1234 becomes Merge-Document1234.
Split a Document in Documents to Process
Split separates a multi-page document into individual documents.
Split Requirements:
The document must contain more than one page.
Split is available for a document even if it has already been processed by Capture AI. Splitting an already-processed document automatically resets it as part of the split — its draft transaction and OCR mapping are deleted and the document returns to Waiting status, removing the need to reset it separately first. This reset happens automatically when Split pages is clicked, with no separate confirmation step, and cannot be undone.
Splitting from this Action Bar does not show a separate confirmation before the reset occurs. Confirm the correct document and pages are selected before clicking Split pages.
To split a document, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select a document with multiple pages.
3) Click Split 
in the action bar.
in the action bar. 
4) Select the page(s) to be split into a separate document.
5) Enter a file name for the new document.
6) Click Split pages.
Each split creates a new document that can be managed independently.
Create a Document with OCR
This option is only available when Capture AI is enabled.
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select the documents to be created with OCR.
3) Select create with OCR 
in the action bar.
in the action bar. 
The documents selected are processed by OCR and moved into a ‘Ready to Review’ or ‘Verification needed’ status and the Review option appears in the actions column.
FAQ
Do I still need to reset a document before splitting it?
No. Splitting a document that has already been processed by Capture AI now performs the same reset automatically as part of the split. You can still reset a document manually first if you want to review it in Waiting status before splitting, but it's no longer required.
What happens to a document's OCR data when I split it?
If the document had already been processed by Capture AI, its draft transaction and OCR mapping are deleted as part of the split, and the original document returns to Waiting status. The new document created from the split pages starts fresh with no prior OCR mapping.
Can I undo a split once I click Split pages?
No. Splitting cannot be undone, and there's no confirmation step before the split — and any accompanying reset — takes effect. Confirm you've selected the correct document and pages before clicking Split pages.
Why is Split unavailable for some documents in the grid?
Split requires the document to contain more than one page. [LINK NEEDED: Documents Splitter Dialog — article not yet published in Doc360]