Help > Setting up XBOUND > Processes > Structuring documents > Splitting documents by document types

Splitting documents by document types

When configuring your XBOUND process, you can use a Split Documents step to create root documents that contain specific document types.

Tip: In the Scan Documents activity the document type can be automatically assigned to newly imported root documents.

To configure document splitting

  1. Using the XBOUND Management Center, open a console containing the Process Designer.

  2. Under Process Navigation, click the desired process.

  3. In the Process area, click Process Design:

  4. Add a Split Documents process step.

  5. Double-click the process step to access the settings.

  6. Configure the process step by selecting Split by document types.

  7. In the Settings box, select a document type and click Add. Add as many document types as you want.

  8. Click OK.

  9. Save the process by clicking the Save button:

During production, you can now see in the Process Monitor that the root document is split by document type.

Tip: You can also export documents to different directories based on document type.

Adding process steps to a process

Configuring an XBOUND process: Overview

Creating a process

Processes: Overview

Setting up XBOUND: Overview