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Merging  Merging Documents Together Within a Work Item


Info
titleIntroduction

In some cases, you may decide two (or more) documents within a work item should be merged together.

Table of Contents

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Merging Documents
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Click on images to expand them.

Step







1
Select the document records to merge and click
the
the Merge
button.Image Removed
 button.

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2


3


4







Step 1: 


Figure 1: Merge Button


Step 2: The Documents Merge screen will appear.

Figure 2: Documents Merge Screen




FieldDescription
Merge files in that order: 

Rearrange the order by dragging and dropping the document id #

Document used as a source for indexing is:  You can select what document id record information you’d prefer to maintain in the merged document
References to original documents need to be replaced:  You can merge the documents together and either retain the originals as unique records or have them removed. By checking this box, you will remove the original documents 



Step 3: After making your selections, click Save.  The system will process the request.

 

Step 4: Your results will now be visible in the Work Item Unindexed Documents section.

Info
titleNote

Because we did not mark C, the original documents (8883 and 8885) were not deleted. If “C” was marked, both the original documents would have been removed, and the Work Item would only have 8886.


Figure 3: Merge Results




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