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Merge Real Estate Documents

  • Updated

Combine multiple documents into one PDF file

🎯Primary Audience: Title Agents & Lenders

You can merge documents when creating a new transaction or when a transaction has been saved (the status displayed in the Proof platform = Draft).

❗ The document resulting from the merger adopts the name and requirements of the first document in the list. If necessary, consider changing the order of the documents before merging them.
  1. Log in to your Proof account.
  2. Click Send & manage from the navigation panel on the left:
    • If you don't see the panel, click the caret to expand it.
  3. Select Document templates under TOOLS (a sub-menu of Send & manage).
  4. Click Document actions.
  5. Select the documents you want to merge:
    • Check the box next to each document.
      -or-
    • Check the box at the top to select all documents.
  6. Click Merge documents
  7. Confirm document merge: Click  in the pop-up box to confirm:
    • Messages "Merging documents" followed by "Documents merged successfully" appear in a green box at the top of the page to confirm the process is complete.

We're here to help! Please don’t hesitate to reach out to your Proof team with any questions about Proof Real Estate solutions.

To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@proof.com!

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