Merge documents
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Merge documents
You can also merge other document(s) with your workflow document before sharing it. However, merging documents in a workflow is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable it in your Role>Document Settings.
Merge a document
After you have:
- Added the documents,
- Added all the recipients and placeholders,
- Configured workflow type, and
- Configured special privileges in a workflow package:
- Click and then from the left side of document viewer screen.
- A dialog will appear. Select the document from your package with which you want to merge a PDF.
- Choose whether to merge the PDF "At Top" or "At Bottom" of the document. Click to browse and upload a PDF.
The PDF will be merged with the selected document and displayed accordingly.
- Repeat the above steps to merge multiple documents.
A document is merged with the following considerations:
a. The dimensions of the documents (being merged) should be the same. However, SigningHub allows up to 5 pixels difference.
b. There should be no unassigned/ signed signature field in the document being merged.
See also
New Workflow button
Add a document
Add recipient(s) and placeholder(s)
Configure workflow type
Configure special privileges
Add email message
Add comments
Add attachments
Add data fields
Save your configurations in a template
Apply a template on your document(s)
Change a recipient/ placeholder after sharing