Merge Files

Merge Files

Step 1: Navigate to the Case

Step 2: Click Files Tab

Step 3: Select the Files that you’d like to merge

Step 4: Choose your options

• You can reorder the files

• Type in the merged file name

• Add description that will show the on merged file

Internal review notes before publishing

• Add limitations for IMM/XFA PDFs if they cannot be merged like regular PDFs.
• Add a note about deleting pages from merged PDFs if this is not supported in-app.
• Link to the broader file-management article.