Merging eDocs

If you receive emails containing are two attachments for a single transaction — for example, an invoice and a supporting schedule — the eDoc import creates two eDocs. You can merge them so one eDoc has two attachments.

Decide which eDoc to keep and open it, close the other but have it display in the eDoc panel.

Click and drag the unopened eDoc from the panel to the header of the open eDoc to be kept. eDocs prompts you to:

• Merge Document - Deletes the eDoc header being dragged and attaches the document from it to the open eDoc.
• Merge and Consolidate Document - Deletes the eDoc header being dragged and combines the PDFs in the source and destination eDocs into one file.
• Copy Attachments - Copies the attachment from the eDoc and copies it into the open eDoc.
• Cancel Action - Returns to the desktop.
• Display - A dropdown to change the attachment being displayed in the panel on the right.

Once the merge is complete, the second eDoc displays on the desktop. If you selected the Merge option, the open eDoc now has two attachments.

You can also click the Attachment icon on the top right of the form and view either attachment from there.