Merging documents

Merging documents

Merge multiple documents into a single PDF

Bulk action to merge multiple documents

Select two or more documents from the same location (feed, inbox or archive) and click 'Merge documents' through the bulk actions dropdown.

From the side panel, you can re-order documents, and pre-select the metadata for the resulting file before confirming the merge.

On merge, the pages of the selected PDF documents will be joined in the order selected, resulting in a single PDF. If the document type is supported by our parser (Performance Report, Capital Account Statement, Fund Financial Statement or Cashflow Notice), it will automatically be parsed.

Tracking source and destination documents

Once merged, you can track your source and destination documents using the alert column.

The merge icon will indicate documents that were either used for a merge or resulting from a merge. On hover, a tooltip will provide more details and allow you to quickly filter for the source and destination documents.

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Restrictions

Merge operations are restricted to 400 pages. Any merge operations resulting in PDFs over this limit will be rejected. Filenames with special characters are prohibited.