Merging Documents Together Within a Work Item

Introduction

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

Table of Contents

Merging Documents

Click on images to expand them.

Step 1: Select the document records to merge and click the Merge button.

_{Figure 1: Merge Button}

Step 2: The Documents Merge screen will appear.

_{Figure 2: Documents Merge Screen}

Field	Description
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.

Note

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}