Merging documents

Administrator, Manager, and Editor users can merge two or more documents into one document.

1. Add required documents to the Documents Cart.
2. Select the documents from the cart you want to merge.
3. Click Actions and then select Merge.
   • The Merge Documents window will open.

   

   
4. Confirm that all of the documents present are to be merged.
5. Use the Up and Down buttons on the right side to place them in the correct order of appearance in the final document.
6. Press either Download or Save as New Document.
   • Save as New Document will create the merged file as a new document in the study room. All additional steps refer to this process.
   • The screenshot below shows the next screen that appears after pressing ‘Save as New Document.’

   

7. The dropdown menu at the top of the screen allows you to clone the metadata from any of the source documents.
8. The lower area, listing the source documents, is there in case the user wishes to delete any of the source documents as a part of the merge process.
   • The source documents will only appear here if the user has the appropriate access rights to the documents to delete them.
   • Any document selected will be deleted as a part of the merge process.
9. Press Next
10. Confirm the metadata for the merged document and press ‘Finish’