How to Merge Documents

Once all supporting files for a deal have been uploaded, you can merge any or all documents into one file for ease of viewing faxing or emailing right from the program

• Open the Deal
• Click on the checklist tab
• In the Files grid click on the merge documents button at the bottom of the grid

• • A new Form will open with the available files to merge
  • Select the files by checking them on the left
  • Or to merge all files click the select all button
  • The Order that the files appear on the Selected files side is the order that they will be merged
    • So either move them over from the available side in the order you would like them to appear OR
    • You can move them up or down on the Selected side by using the blue up and down Buttons
  • Once the files are in the appropriate order check the Save As Attachment box
  • Choose a Name from the Drop Down list or Type in a Name that the merged files will be called
  • IF DESIRED Click Include Coversheet and choose a contact to appear on the coversheet
  • Click SAVE
  • Your Files are now merged and will appear on the File Attachments List on the Checklist Tab of the deal.
  • You can email, fax, or print right from the PDF file one the file is opened