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Combine PDF documents

Combine PDF documents in Client Documents, Firm Documents, My Documents and Folder Templates without needing to leave Onvio. Access this functionality by selecting two or more PDFs and selecting
Manage
, then
Combine PDFs
. Documents will be combined in the order they are selected in the grid.
  1. In the
    Combine PDFs into a single file
     screen, enter the name of the new document.
  2. You can select from the following options:
    1. Create outline for combined PDF
      . This will add an outline item for the first page of each of the original documents in the newly combined document.
    2. Move the original PDFs to the Recycle Bin
      . Unclutters your folder.
    3. View
      . When selected on each card you can preview a combined PDF.
    4. Remove
      . Removes a PDF from being combined.
    5. Drag PDFs to change their order before combining.
  3. Select
    Enter Password
     if an original document has a password before you select Create PDF.
    note
    The combined document will not be password protected
If original PDFs contain annotations, they won'tt be carried over into the combined PDF.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff