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Merge Files Into a New PDF
Updated over 3 months ago

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Unless encrypted, the following file types can be converted and combined into a PDF in Canopy: csv, docx, eml, html, msg, ods, odt, pptx, rtf, xls, xlsm, xlsx, jpeg, jpg, png, doc, ppt, bmp, emf, jp2, tif, tiff, htm, html, txt, xod, and xps.

Multiple files of different formats can be merged and converted to a single PDF with just a few quick clicks in Canopy. Files can be merged on the Files tab of the client record.

Merge Files Into a New PDF

1. Navigate to a Client Record and click on the Files tab.

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2. Select the Files you want to merge.

  • Hold Shift and Click to select all of the files between your first and second click.

  • Hold Control and Click to select multiple, non-sequential files.

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3. With the relevant files selected, Right Click on one of the files to open a pop-up window.

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4. Select Combine Files from the popup window.

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One or two boxes will appear. If a file is unable to be combined, it will show up in a second box titled Files that can't be combined.

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5. Enter a File Name for the combined file.

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6. Move files around to change their location on the combined file.

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7. Select whether to Archive the original files or Keep the original files.

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8. Click Next.

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9. Choose where to save the combined file.

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10. Click Combine and save.

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Unmerge Files: You can "unmerge" or separate any multi-page PDF in Canopy by...

  1. Expanding the Panel

  2. Selecting the pages you'd like to separate

  3. Clicking the ellipses icon

  4. Choosing the Extract option

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