Merging documents is a great way to consolidate different versions of the same file. This helps you stay organized so you know which one to use when sending documents.
Did You Know?
If you accidentally merge files together, you can always split them apart by using our splitting feature. This article goes over it in more detail: Split a Document.
Step 1:
From the Documents tab inside the property, check the boxes for the files you want to merge or click Select All if all documents need to be merged into one.
Step 2:
Choose Options and select Merge PDFs.
Important!
If you do not see the option to merge the PDFs, this means one of two things: either the documents have not been uploaded to the file place holder or they are not in PDF format. Make sure both of these are true in order to use the merge option.
Step 3:
You will need to complete the following information:
Choose a Folder or File - This is where you want the newly merged file to go once the process is complete.
New File Name - Name the file something that is easy to understand and find.
Choose File Role (if applicable) - This option will overwrite any pre-defined file role set on the destination file and set the new file name.
Important!
Only the main files will be merged. Add-on files are not included in the merge request.
Step 4:
If you want to have the original files deleted after the merge is complete, click the radio button next to this option.
Step 5:
Once everything looks good, click the Merge Files button.
