Merging Documents

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Merging Documents

1. Open Document Viewer

   • Select the document you want to merge.

 

    2. Click SPLIT/MERGE

• • Located on the upper left side of the Viewer next to the UPDATE button.
  • The document opens in a pop-out screen.
  • Note: For Unfiled document types, this button may say Index—it works the same.

 

3.  Search for the Loan

• • On the right-hand side, search for the loan containing the document you want to merge with.

4.  Populate Loan Number

• • When the correct loan appears, click MERGE.

5.  New Tab Opens

• • Displays documents for the selected loan.

6.  Select Documents to Merge

• Highlight one or multiple documents.
• To unselect, click the document again.
• When ready, click SELECT (upper right).

7.  Merged Pages Appear

• The selected pages will now appear in the merge/split screen.

8.  Handle Unfiled Pages

• In the Unfiled Pages tab, select pages to save as a separate document:
  • Red border: First selected page.
  • Blue border: Additional selected pages.
• Use:
  • Ctrl+Click for multiple non-consecutive pages.
  • Shift+Click for consecutive pages.

9.  Click COMPLETE

• Finalize the merge.