Joining Documents
Restriction: You cannot join documents in a contract after it is in Activated status
- Open a contract and click Join Documents.
- From the Available Documents section, select the documents to merge.
- In the Selected Documents for Join section, click and drag the reorder icon (
) to rearrange the order of documents and click Next.
- Enter the following details and click Join.
Field
Description
Document Name
Enter a name for the joined document.
Output File Type
Select 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.
Note: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.
Note: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: Refer to "Comparing and Merging Contract Documents using X-Author for Contracts" documentation.