The ‘Merge Documents’ option allows users to merge PDF documents into one file.
- Open a case and go to the Documents tab
- Click ‘Merge Documents’ in the left hand menu
- Use the tick boxes to choose which files you want to update
> Tick the box next to individual files to select them
OR
> Tick the ‘Check Top 20’ box at the top of the list to select the first 20 files
Note: The documents will be combined in the order that they are listed in Equinox. The document at the top of the list will be displayed first in the merged PDF.
4. Click ‘Combine & View’ to complete (OR click ‘Cancel’ to go back)
5. A new tab will open to generate the combined document as a PDF
6. Click ‘View Merged Document’
The new document will not be saved automatically to the case within Equinox. You can download the document to your PC and save it back to the case.