Merge documents
Combine multiple documents and arrange them into a single PDF file that can be converted to a fillable form. Create multiple PDF templates and send them out for signing or via a link or button. Up to 5 documents can be turned into PDF Templates or 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.
Send them out for signing, share them via a link or button, or create multiple templates from them.
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Updated over 5 years ago