--- title: "Manage Documents in Documents to Process" slug: "manage-documents-in-documents-to-process" description: "Select and manage documents in bulk or individually in Documents to Process using the action bar and document menu." updated: 2026-08-17T16:06:33Z published: 2026-08-17T16:06:33Z canonical: "docs.restaurant365.com/manage-documents-in-documents-to-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Documents in Documents to Process 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: - [Journal entry](/doc/docs/journal-entry-record) - [Accounting AP Invoice](/doc/docs/ap-invoice-record) or [Operations AP Invoice](/doc/docs/ap-invoices-create-an-invoice) - (The AP Invoice and credit memo experience is determined by permissions and by the selection in [User Preferences](/doc/docs/user-preferences)) - [Accounting AP Credit Memo](/doc/docs/ap-credit-memo) or Operations [AP Credit Memo](/doc/docs/ap-credit-memos-create-a-credit-memo) - [AP Payment](/doc/docs/ap-payment-record) - [Bank Transfer](/doc/docs/bank-transfer) *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Documents to Process page**](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Select the **document** to be **created**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D9NE0SIF.png) ****3)** Click **create** in the **action bar**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C3E98ZH0.png) ****4)** Enter the transaction details and complete the process in the record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XIS9P64P.png) --- ## 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. > [!NOTE] > 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**](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Select **one or more documents**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UURP8V8W.png) ****3)** Click **edit** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5EOV0X0X.png) in the **action bar**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q9HWS25U.png) ****4)** Update the **desired fields**.** Options include: - Document type - Location - User - Priority > All updates apply to every selected document. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CT1CCVYE.png) ****5)** Click **Update.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6QS93FLG.png) > For organizations with [Capture AI](/doc/docs/ap-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](/doc/docs/ap-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**](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Select **at least two documents**.** At least two documents **must be** selected for the merge option to appear. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MBU7M779.png) ****3)** Select **merge** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E7UDZWNR.png) in the **action bar**.** If the documents cannot be merged, a notification appears when hovering over the Merge icon. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OG4UENC8.png) 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/bdf719b8-c10a-449f-93f3-7b2dda157f04.png) > 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](/doc/docs/ap-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. > [!WARNING] > 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**](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Select a **document with multiple pages**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KSDDWHVA.png) ****3)** Click **Split** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1A53QX5Z.png) in the **action bar.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I239KU6F.png) ****4)** Select the **page(s) to be split** into a separate document.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W5HEWP4F.png) ****5)** Enter a **file name** for the new document.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RXONF84F.png) ****6)** Click **Split pages**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MUKJKMWF.png) Each split creates a new document that can be managed independently. --- ## Create a Document with OCR This option is only available when [Capture AI](/doc/docs/ap-capture-ai) is enabled. *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Documents to Process page**](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Select the **documents to be created with OCR.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ENRW9LND.png) ****3)** Select **create with OCR** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GBYRLYMO.png) in the action bar.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OKL5L9ON.png) 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](/doc/docs/ap-capture-ai) now performs the same reset automatically as part of the split. You can still [reset a document manually](/doc/docs/reset-document-in-docs-to-process) 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](/doc/docs/ap-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] Access rights granted to users or user roles that dictate what actions they can perform within the system. ## Related - [Delete a Document in Documents to Process](/delete-a-document-in-documents-to-process.md) - [Attach a Document to an Existing Transaction in Documents to Process](/attach-document-to-existing-transaction-in-documents-to-process.md) - [Archive a Document in Documents to Process](/archive-a-document-in-documents-to-process.md) - [Reset Document in Docs to Process](/reset-document-in-docs-to-process.md)