Merge documents
This functionality has been updated for newly installed DaDaDocs packages starting from v.4.0.
Note! After upgrading a DaDaDocs package to v.4.0, this functionality will remain unchanged and is relevant to the v.3.4 section of this user guide.
Combine multiple documents and arrange them into a single PDF file. Up to 5 documents can be merged into a single file with a maximum size of 25 MB or 150 pages without leaving Salesforce.
- Navigate to the Documents tab and choose the documents you’d like to merge by checking the boxes next to them.
Then, click Merge documents.
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- In the Document merge order pop-up, enter a name for your merged document.
Define the order of documents being merged by dragging them individually.
When finished, click Generate.
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To locate merged documents in the Documents tab, reload the page.
Merged documents will appear in the tab with a Merged tag.
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Updated over 4 years ago