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Perceptive Content: Merging Documents

This article will talk about how to merge documents when in workflow and keep the index values that are needed.

Merging Documents:

  • Documents need to be in the same drawer.
    • Exceptions are the L_Forms and L_Acct Forms drawers.
    • Merge permissions are granted at the drawer level.

  1. Hold the CTRL key down.
  2. Left click to select the two documents.
  3. Determine which document needs to keep the indexing values.
  4. Right click on that document.
  5. Select Merge from the drop down menu.

    This pictures show the selected document, right click and select merge in the drop down menu.

  6. Clicking anywhere on the screen will display the following message to complete the merging step.  "Are you sure you would like to merge the selected items into:
  7. Highlighted in green, we can double check the finial indexing of the merged document.
  8. If correct, click yes.

    this picutre shows a dialog box that gives us a chance to verify the indexing of the merged documents.

  9. The two documents have merged into one. This completes the merging process.
The picture show the doucmets have been merged into on document.

If you cannot find a solution to your imagenow issue click here to create a ticket


KeywordsMerge Merging documents Adding supporting documents documentation documents document Image Now ImageNow Image Stout ImageStout Perceptive Content Perceptive Software Documents won't merger Why won't my documents merge Error message when trying to merge documents food requisition form attachements   Doc ID47873
OwnerCody G.GroupUW Stout
KnowledgeBase
Created2015-03-02 14:04:32Updated2024-08-14 14:19:58
SitesUW Stout
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