The short answer: Use Merge Documents to combine 2 or more uploaded files into a single document from any draft transaction or template.
Merge Documents in a Draft Transaction
Log in to your Proof account to complete the steps below.
1. Go to Transactions
Select Transactions from the navigation menu on the left.
2. Open the Transaction
Open the transaction that contains the documents you'd like to merge. The transaction must be in Draft status.
3. Select Document Actions
Select Document actions in the Documents section.
4. Select the Documents to Merge
Check the boxes next to each document you'd like to combine.
5. Merge the Documents
Select Merge documents at the top of the document list.
6. Confirm the Merge
Select Merge documents again in the pop-up to confirm. A banner at the top of the page will keep you updated on the merging progress.
Merge Documents in a Template
1. Go to Tools
Select Tools from the navigation panel on the left.
2. Open Document Templates
Choose Document templates from the Tools page menu.
3. Select Document Actions
Select Document actions.
4. Merge the Documents
Follow steps 4–6 in the Merge Documents in a Draft Transaction section above.
Summary Checklist
- Open a Draft transaction or a Document template
- Reorder documents first if the merged file needs a specific name or requirements
- Select Document actions, then check the documents to merge
- Select Merge documents and confirm — the first document in the list sets the name and requirements
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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