Merging PDF documents stored in GoFileRoom

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Follow these steps to merge two or more PDF documents within GoFileRoom.

Notes

  • Digital signatures are removed during the merge process.
  • You must have permissions for viewing and editing within the related drawer prior to merging PDF documents.
  • When you merge GoFileRoom documents, a new document is created and the two source documents are deleted. However, all previous GoFileRoom annotations from both source documents are retained.
  1. Perform a search to locate the documents you want to merge.
  2. In the Search Results screen, mark the checkboxes for the PDF documents you want to merge.
  3. Right-click and choose Merge PDFs from the context menu.
  4. In the Merge Documents screen that opens, verify the order of the PDFs. The document at the top of the list will appear first in the merged document. In addition, the merged document will use the index values of the document that appears first. You can modify the document order using the up and down arrow buttons to the left of the client name for each document.
  5. Click OK to confirm that you want to proceed with the merge.
  6. Click OK when notified that the documents are being merged.

Notes

  • The merging process may take several minutes.
  • If a merge fails, the source documents will not be deleted. For example, if a PDF is password protected, the server-side components cannot open it for processing.

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