The Merge Documents tool makes document edits quick and painless for customers who rely on templates for splitting and tagging documents.
After uploading the documents, you can select and merge 2 or more files together instead of having multiple files.
The resulting document of the merge will have the name and requirements of the first document in the list. If you want the final package to be saved under a different name and/or requirements, consider reordering the documents before merging. You can also rename the document after the merge.
This feature can be used for preparing documents for transactions in Draft status and creating Document Templates.
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- Proof Basics: Document Actions
- Business: Merge Documents for BusinessÂ
- Real Estate: Merge Real Estate Documents
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