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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 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 CTR 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.

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