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How to Consolidate Order Attachments into a Single PDF

Here is how you can create a single PDF of all the attachments related to an order, to share with your customer or for your own records.

Updated over a year ago

Steps to Download Attachments as a Single File

  1. Find Order

    • From the side navigation menu, click on Orders

    • From the orders table, find the order for which you want to create a consolidated PDF

  2. Save as PDF

    • Click on the three dots menu next to the order

    • Select Save as PDF from the dropdown menu

    • The Save Order as PDF modal will appear, from there select the documents you want to include in the PDF

  3. Download the PDF

    • Click Save PDF

      • A PDF document will be automatically downloaded to your device

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