It is now possible to combine two or more separate documents within the ‘Docs & Emails’ tab into a new, single PDF document.
This is beneficial because:
- You will no longer need to attach numerous separate documents to the same email.
- Related documents can be grouped together. For example, individual Search Pack documents.
How do I do this?
Within the relevant Matter, click the ‘Docs & Emails’ tab
Click the new ‘Merge Documents’ button.
Please note: This function is only available if two or more documents exist within the Matter.
A pop-up will appear. This will enable you to drag across the documents that you wish to combine, in the order that you wish for them to be read.
When finished, click ‘Create’.
The new combined PDF file will appear alongside the original, seperate documents.