⚠️ Important: Rotated, skewed, or upside-down pages are straightened automatically before Auto Split runs, if Document Preprocessing is enabled for your organization. Email [email protected] or contact in-app support to get it turned on.
💡 Tip: If documents were uploaded before Auto Split was enabled or configured, you can reprocess them to split the documents. Learn more: Reprocess a Document from the Source Documents Panel.
1. Configuring AI Auto Split for an Entity
Open Entity Settings → Features and set:
Auto Split: Turn on to split files with multiple sections (like multiple invoices or bank accounts) into separate extractions. Turn off to opt out of Auto Split entirely.
Move to extraction → Choose what happens after splitting:
Hold for Review: Creates Pending extractions without extracting.
Extract Immediately: Splits and extracts automatically, creating Draft extractions.
💡Tip: For newly created entities, Auto Split is enabled by default. Set Move to extraction to Extract Immediately if you want splitting and extraction to happen automatically.
2. Processing a Document
Upload a file that contains multiple items, such as:
Multiple invoices in one PDF
Bank statements containing multiple accounts
tofie will:
Detect separate sections in the document.
Split the document into individual extractions.
Assign the appropriate workflow status.
Status after splitting
Pending = Move to extraction set to Hold for Review
Draft = Move to extraction set to Extract Immediately
Check each extraction in the Extraction Panel to confirm.
Pending
Draft
3. Example Workflow
Upload a multi-item file.
tofie splits pages into separate extractions:
Page 1 → Extraction 1
Page 2-4→ Extraction 2
Page 5-6 → Extraction 3
Each extraction is created in Pending or Draft status, depending on your settings.
Review each Draft extraction and mark it Ready. If Auto-Ready is on, clean extractions move to Ready on their own, while those with a validation error, a new contact, or a duplicate label stay in Draft for your review.
4. Auto Splitting Bank Statements
AI Auto Split can also separate bank statements that contain multiple account sections within the same file.
For example, if a bank statement PDF includes multiple accounts, tofie can automatically split them into individual extractions.
Example result:
Account 1234 → Extraction 1
Account 5678 → Extraction 2
Account 9012 → Extraction 3
Each extraction can then be reviewed, marked Ready, and exported or published separately.
💡 Tip: Manually Splitting Bank Statements
If Auto Split does not detect the sections correctly, you can manually split the statement by dragging and selecting the pages you want to extract. Each selection will create a separate extraction for review.
5. Support & Troubleshooting
If items are not split correctly:
Items not visually separable: Each section should start on a new page or have a clear header.
Single item spans multiple pages: Ambiguous breaks may be treated as one item.
Mixed document types in one file: Combining invoices, bank statements, or receipts may produce inconsistent results.
What to do next
Re-extract the document after improving scan quality if possible.
Set Move to extraction to Hold for Review to review splits before extraction.
Manually split using snipping or cropping tools if needed.
Contact the tofu Support Team if issues persist.
✨ With AI Auto Split, tofie reduces manual work by turning large, multi-item files into neatly separated extractions automatically.