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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:

  1. The one you want to merge

  2. The one you want to merge into

Example

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


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2

Click on the work item you plan to Merge or click the pencil icon to view the Work Item Details page.

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3

In the Merge into Request # field type in the second work item number you noted, then click Save and Close.

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4

Click the Merge button to complete the task.

Note

The first work item has now been merged into the 2nd work item.

Merged Work Items

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