Merge Documents – Proof Help Center
The Proof Help Center explains how to merge multiple uploaded documents into a single file within a draft transaction or document template by selecting and reordering documents under "Document actions," confirming the merge, and noting that the merged document inherits the name and requirements of the first document in the list, with options to rename afterward.
The short answer: Use Merge Documents to combine 2 or more uploaded files into a single document from any draft transaction or template.
The merged document takes the name and requirements of the first document in the list. If you need a different name or requirements, reorder your documents before merging. You can also rename the document after the merge is complete.
Merge Documents in a Draft Transaction
- 1.Go to Transactions
- Select Transactions from the navigation menu on the left.
- 2.Open the Transaction
- Open the transaction that contains the documents you'd like to merge. The transaction must be in Draft status.
- 3.Select Document Actions
- Select Document actions in the Documents section.
- 4.Select the Documents to Merge
- Check the boxes next to each document you'd like to combine.
- 5.Merge the Documents
- Select Merge documents at the top of the document list.
- 6.Confirm the Merge
- Select Merge documents again in the pop-up to confirm. A banner at the top of the page will keep you updated on the merging progress.
Merge Documents in a Template
- 1.Go to Tools
- Select Tools from the navigation panel on the left.
- 2.Open Document Templates
- Choose Document templates from the Tools page menu.
- 3.Select Document Actions
- Select Document actions.
- 4.Merge the Documents
- Follow steps 4–6 in the "Merge Documents in a Draft Transaction" section above.
Summary Checklist
- Open a Draft transaction or a Document template
- Reorder documents first if the merged file needs a specific name or requirements
- Select Document actions, then check the documents to merge
- Select Merge documents and confirm — the first document in the list sets the name and requirements
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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