Merge PDF documents together in Workiro to create a new combined PDF for you and your clients, send it for electronic signature, and help to clean up a cluttered client file.
Selecting the Documents
You can merge any of the PDF documents found by navigating to a connection or project (aka job, matter, NetSuite record).
💡 Tip: use the filters and search box at the top of the list of documents to find what you need quicker.
1. Use the Select button at the top of the list of documents to select the PDFs you want to merge
2. Choose 'PDF Merge...' from the Actions menu
Merging the Documents
Rearrange the documents by dragging them into your desired order.
Finally, decide on the name of the new document and its classification.
Click the Merge button...
Following a successful merge the document will display at the top of your list
Technical Limits
- A maximum of 250 documents can be merged at any time.
- For larger documents, the merge could take a few minutes.
- The resulting document can be a maximum of 500 MB.
- Password-protected PDF documents cannot be merged. Currently you need to export the document, remove the password using another program, and then re-upload the document as a new version. We are looking to support removing passwords in Workiro soon.
- Signed documents can be merged, but this process will invalidate the electronic signature.