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Introduction
In some cases, you may realize that separately scanned documents (and therefore work items) should be merged together in a single work item.
The example below shows a process where a document was scanned into the Mailroom and needs to be processed with an active work item.
1 | Write down two work item IDs:
ExampleMailroom Work Item 2208 is to be merged into Pending Advisor Review Work Item 2191 | |
2 | Click on the work item you plan to Merge or click the pencil icon to view the Work Item Details page. | |
3 | In the Merge into Request # field type in the second work item number you noted, then click Save and Close. | |
4 | Click the Merge button to complete the task. NoteThe first work item has now been merged into the 2nd work item. |