How to merge documents

If you need to merge several uploaded files into a single multi-page document so they can be recorded under the same journal entry, follow the steps below:

1. Select Files: Hold down the Ctrl key (or Cmd on Mac) and click to select the documents you wish to merge.

1. Action Bar: An action bar will appear at the bottom of the screen.

2. Merge: Click the "Merge Documents" button.

1. Confirm: Confirm the action in the pop-up window that appears.

⚠ Notes and Limitations

• Processed Documents: You cannot edit or merge documents that have already been published to the accounting system or those with an active approval workflow.

  • To proceed: You must first remove the approval workflow or duplicate the document and work on the copy.

• Digital Signatures: Editing a file (such as merging or reordering pages) creates a brand-new file. If the original file was digitally signed by the supplier, editing it will invalidate the signature.

  • Recommendation: Avoid editing signed documents, or keep the original file and create a duplicate for editing purposes.