Friday, January 31, 2014

How to merge all documents into a PDF

To merge all of your deal documents into one PDF please follow the step-by-step guide below:


1) Open up the loan that you would like to merge into a PDF. When inside the loan click on the box icon in the top right corner called Package Deal to start the merge process.

2) When the merge process has been started you will see a status report of the action in the top left corner. It will notify you when the package is ready for use!

 

3) When the merge process has been completed you will then be able to download your merged files by clicking on the green arrow or clicking the link logo to get a direct link to the file.



NOTE: If the package contains files other than Adobe PDF's it will packaged as a .Zip file. Newer operating system are able to open .zip files by default. If you can not open the .zip file we recommend you use WinRAR.

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