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Introduction: In some cases, you may realize that separately scanned documents (and, therefore work items, Work Items) should be merged together in into a single work itemWork Item

The example below shows a process where a document was scanned into the Mailroom and needs to be processed with an active work itemWork Item.

Rw ui steps macro
Rw step

Write down two

work item

Work Item IDs:

  1. The one you want to merge

  2. The one you want to merge into

Info

Example: Mailroom Work Item 2208 is to be merged into Pending Advisor Review Work Item 2191

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Rw step

Click on the

work item

Work Item you plan to Merge or click the pencil icon to view the Work Item Details page.

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Rw step

In the Merge into Request # field, type in the second

work item

Work Item number you noted, then click Save and Close.

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Rw step

Click the Merge button to complete the task.

Note: The first

work item

Work Item has now been merged into the 2nd

work item

Work Item.

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Merged Work Items

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