Merge to PDF reflects the document order as the workspace
When you're merging multiple documents to a single PDF, it would make sense if the order of the documents reflects the order of the records in the workspace. For instance, if I want to merge all of the HTML applications from a single deadline, I conduct a search for HTML documents, sort by Org name, select all, then merge to PDF. The PDF should also be sorted by Org name rather than whatever crazy order they come in. Otherwise, you have to download each individual document and sort them outside the system.
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Amy Gunderson
- Dec 13 2022
- Reviewed: Need Further Info
Related ideas
I am following up on this request.
The functionality described by Benton Austin is accurate but does not address the underlying issue. While manually arranging the order is not an issue if you're working with 2 or 3 documents, it very quickly becomes tedious and unmanageable when users have to manually arrange and rearrange the desired order or documents in a merge for several files - and then even worse for several batches of records that each include several files.
Users NEED the ability to merge documents together in an order that is both functional (which it technically currently is) AND scalable.
The functionality described by the original poster would be ideal: that documents merge in the order in which they are listed on the current search view.
Amy I am following up on your Idea about order of documents when selecting to Merge documents to PDF. When you select multiple records to be merged to PDF, the modal that is presented shows all records in the order they will be added to the document at the bottom of the modal. You can edit this order using the drag and drop icons or select the Top to move an item to the top. Are you requesting another method to use to order the records for PDF creation?