Knowledge Base

How To Merge Documents From The Company Library


To merge documents together from the Company Forms Library, you would need to select two or more documents from the library that you would like to merge together. To be able to select the documents, put a checkmark inside the box next to the document name. Once you do this, click on the three vertical dots at the top right corner > a menu will appear, and click on Merge to Working Documents. Once the documents are merged, a window will come up and it will ask you to name the package. It will also let you organize how you want the documents to appear in the package. All you need to do to re-organize the documents is drag and drop them, then click on Save.

Once you do that, you will be able to see the package in My Working Documents which is on the left-hand side of the page. From here, click on the document to be able to start preparing the documents for signatures.

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Updated on April 28, 2022