Merge PDFs

You can now combine, upload, and organize your PDF files in CCH Axcess Document.

The following features are now available:

  • Merge two or more PDFs into a single file

  • Upload and combine new PDFs with existing ones in Document

  • Reorder pages and rename combined files

  • Save merged PDFs back to Document

ClosedShortcuts

Use these keyboard shortcuts to speed up your workflow:

  • Alt + A: Attach (Combine)

  • Alt + D: Document (Attach From)

  • Alt + M: My Device (Attach From)

  • Alt + C: Cancel

ClosedCombining PDFs

You can combine PDFs in several ways:

  • From the context menu

  • Using the Top Ribbon option (always enabled)

  • Selecting files from File List, Recent Files, and Search Results

  • File selection from Device

When you click "Combine PDF," a new window will open, displaying your selected files

Getting Started

  1. Open Document Central

  2. Click on File List / Recent Files / Search Results

  3. Select one or more PDF files to combine

  4. Right-click on the selected file(s) and choose "Combine PDF" from the context menu.

Note: The Combine PDF option is only available for PDF files and will be disabled for other document types.

ClosedAdding More Files

To add more files to your merge:

  1. Click the "Add" button

  2. Choose the source: Document or My Device

  3. When "Document" is selected, the Attach Document file window will open

  4. Click and select "Entity Type and Entity Name"

  5. Select the desired PDF files

  6. Click "Attach Selected" to add them to the Combine PDF window

  7. When "My Device" is selected, the System browse file window will open

  8. Browse and select the desired PDF files

  9. Click "Open" to add them to the Combine PDF window

ClosedWorking with PDF/Pages

Expand a PDF in the Combine PDF window to:

  1. Move pages between PDFs (drag and drop)

  2. Rearrange pages within a PDF (drag and drop)

  3. Delete individual or multiple pages by right clicking and selecting "Delete"

  4. The "Delete" button can also be used to delete the pages/PDF

  5. Users can delete the individual PDF by hovering on to the PDF and click on delete

Note: Deleted or moved pages will only affect the combined PDF, not the original files.

ClosedFinalizing Your Merged PDF

  1. Select the checkbox provided before the PDFs to perform the combine operation

  2. You can select multiple files for the combine operation

  3. If none of the checkboxes are selected, the "Combine" button will be disabled by default

  4. If you want to select all files, you can click "Select All" for combine operation

  5. Click the "Combine" button when you are ready to combine the PDFs

  6. Rename the file if desired (default name is the first PDF)

  7. Preview the combined PDF if needed

  8. Save the file

Note: The Document system will handle file naming conflicts and guide you through metadata selection if necessary.

ClosedFile Size Limit

Note that there is a 2 GB file size limit for individual and combined PDFs. The system will alert you if you exceed this limit.

ClosedPassword-Protected Files

If you select password-protected PDFs:

  1. A window will open prompting for passwords

  2. Enter the correct password for each file

  3. Click "Continue" to add the files to the Combine PDF window

  4. You can remove files from this list if you do not want to provide a password

ClosedFile Locking

When a user is performing Combine operations on a PDF, the file becomes locked in Document Central. Other users will see a checkout symbol indicating that the file is in use.

ClosedDrag and Drop

You can use drag and drop to:

  • Rearrange PDFs in the Combine PDF window

  • Add PDFs from Document or your Device to the Combine PDF window

  • Remember, you can only drag and drop PDF files

ClosedCanceling Operations

If you need to cancel the combine operation:

  1. Click the "Cancel" button or use Alt + C

  2. Any changes made will not be saved

  3. You will need to start over if you decide to combine files later