As you are working with clients and other agents to get documents and forms signed, you might have separate PDF documents that you need to merge together, to make it fit in the Command Compliance Checklist. Using DocuSign, we can merge multiple PDF documents together for easier organization and to get them into the Opportunity.
- If you have the opposite problem, you have the ability to split PDF documents using either DocuSign or Command.
| You can only merge PDF documents and signed forms that have been manually uploaded to DocuSign. DocuSign Room Docs are proprietary and cannot be merged or split. |
To merge multiple PDF documents into one, using DocuSign:
1. In the Opportunity, access the DocuSign Room that holds the PDF. Click here to learn how to access the DocuSign room for an Opportunity.
2. By default, you will land on the Documents tab, in the DocuSign Room for this Opportunity. Select the bulk actions checkbox on the PDF documents you want to merge, then click the Combine icon, , at the top of the page.
3. The Combine Documents modal will appear showing the list of selected PDF documents. Enter the New Document Name, re-order the documents (drag & drop) in the order you want them to appear in the combined document, then click Save.
Once saved, you will now see the new, combined PDF document, along with both of the original docs.