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.
Who can do this
Users who has access to send transactions can merge documents in a draft transaction.
Only owners, admins, and team members can merge documents in templates.
Read more about user roles for your organization here.
What to expect
This feature can be used for preparing documents for transactions in Draft status and when you create a business document template.
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.
Log in to your Proof account to complete the steps below.
Merge documents in a draft transaction
- Click Send & manage from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Open the transaction that contains documents you'd like to merge.
- Click Document actions in the Documents section.
- Check the boxes next to the documents you'd like to combine.
- Click Merge documents at the top of the document list.
- Click Merge documents again in the pop-up to confirm the change.
A banner at the top of the page will keep you updated on the merging process.
Merge documents in a template
- Click Tools from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Select Document templates on the Tools page menu.
- Click Document actions.
- Check the box next to each document you'd like to merge.
- Check the box at the top to select all documents.
- Click Merge documents.
- Click Merge documents the pop-up box to confirm the merge.
A banner at the top of the page will keep you updated on the merging process.