This feature allows you to combine the latest versions of different contract documents. You can merge the documents in different formats (DOCX, DOC, and PDF formats) into one document before sending the documents for review or activating a contract. 

Prerequisite

At least two different contract documents (documents generated using different templates) are available in a contract.

Restriction

You can not join documents in a contract after it is in 'Activated' status.

To join documents

  1. Open a contract and click Join Documents.
  2. From the Available Documents section, select the documents to merge.
  3. In the Selected Documents for Join section, click and drag the reorder icon () to rearrange the order of documents and click Next.

  4. Enter the following details and click Join:

    FieldDescription
    Document NameEnter a name for the joined document.
    Output File TypeSelect a document type for the joined document.
    Output Format

    Select the document output format of the joined document. 

    If all the documents you are joining are in DOC or DOCX format, you can select the output format (DOCX or PDF). If the documents you are merging contain at least one PDF, the PDF output format is selected by default and the DOCX output format is disabled.

    Protection Level

    Select the required protection for the joined document. 

    If you select DOCX as the output format, you can select any protection level. The protection level is only applicable to DOCX documents.

    The Protection Level dropdown is editable based on the document protection setting configured by your administrator. For more information, see Document Protection Setup. 

    Watermark

    Select the Apply Watermark option to add a watermark to the joined document. Select the Remove Watermark option to remove any watermark from the joined document.

    This option is applicable when all the selected documents are in DOC or DOCX format.


    If a DOCX document contains the draft watermark among the DOCX documents you need to merge and you select the Remove Draft Watermark option, the merged document will not retain the watermark from the original document. The Remove and Apply Draft Watermark option is only applicable to DOCX documents but not for PDF documents.

    Header and Footer

    Select the Retain Header and Footer option to keep the header and footer of the selected documents. Select the Custom Header and Footer option to add a custom header and footer in the joined document. When you select the Custom Header and Footer option, the Header and Footer fields are enabled and you can enter the required text. If you select the Custom Header and Footer option and leave the Header and Footer fields blank, the

    Select Custom Header and Footer to see Header and Footer fields and add custom header and footer.


    A new document is created by merging the documents selected for joining. You can view the merged document in the Documents tab on the left panel. 

Related topics

Comparing and Merging Contract Documents using X-Author for Contracts