Overview: Users in Active Platform can combine multiple PDF files into a single PDF directly within Active Documents using the Merge PDF feature. When merging, users can rename the output file, reorder pages, and profile the document for filing. The merged PDF file is saved directly to the correct cabinet in Active Documents. This functionality is only available for PDF files; other file types cannot be merged using this feature.
Merging multiple PDFs into a single PDF
The Merge PDF feature is available from the client's document list page or from the global document list page.
To start, select the documents to be merged. Once more than one document is selected, the bulk action options will appear.
Click Merge PDFs to merge the selected documents. A slide-out will open where users can complete the following before merging:
Reorder pages: Drag-and-drop to arrange the documents in the order they should appear in the merged output.
Rename the output file: A default name is pre-populated but can be updated as needed.
Add more PDFs: Include any additional PDF files to be part of the merged output.
Profile the document: Select the profile details that will determine where the merged file is filed in Active Documents once created. The client field is pre-populated based on the source documents but can be overridden, along with other profile fields such as the cabinet.
Once happy, click on Merge PDFs button to finalise and create the merged PDF file.
Once the merged file is created, a preview will open in a new window. The document will be filed in the designated cabinet automatically.
Viewing merged document relationships
The merged file retains its relationship with the source documents it was created from. This relationship is visible in the document grid on the document list page.
Users can also view these relationships in the document’s profile page under the Related Documents section.
The source documents will also reflect this relationship, visible in both the document grid and the individual document’s profile page.
