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Document Merge Feature

Overview

The Document Merge feature allows you to attach an additional PDF document to an existing report. The attached PDF is integrated into the report as if it were stapled to the original document. This feature is useful for combining multiple documents into a single file.

How to Use the Document Merge Feature

  1. Open the report to which you want to attach another document.
  2. Navigate to the +New Page and select Document Merge.
  3. Select a Page Template from the available options. This template will be applied to the merged document.
  4. Select the PDF document you want to merge with the report.
  5. Enter the start page and end page of the attached PDF that you want to include in the merged report. If you want to include all pages, leave the default values.
  6. Export the report to see the newly created report with attached document.