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:

1. Click  and then  from the left side of document viewer screen.
   
    
2. A dialog will appear. Select the document from your package with which you want to merge a PDF. 
3. 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.
   
    
4. Repeat the above steps to merge multiple documents.