Merging Documents

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Documents cannot be merged except when first being added (See Adding Documents). The only way to combine documents already in the system is to checkout both documents and cut & paste. The process is outlined below.

Steps to Cut & Paste

From the search results screen, select and put a check mark in the boxes of the charts you want to merge. Click Check Out.


Merge1.png


Select all of the thumbnails from the left that will be merged with another document, right-click in the thumbnail area and select Cut.


Merge2.png


At the top select the tab for the document the cut pages will be added to. Scroll to the bottom and right-click in the thumbnail area and select Paste. Choose the appropriate paste option.


Merge3.png


The added pages should appear in this view. Click Check In.


Merge4.png


Click Yes to check in as a new version.


Merge5.jpg


Click Ok to acknowledge document was successfully checked in.


Merge6.png


Go back to the previous tab and select Check In and close the Document Imaging App.


Merge7.png

If no pages remain on this tab simply close the Document Imaging App


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