Merging files in DMS
ProSeries : 2008Can you merge two files in the DMS? Example we scanned a clients tax info and then we have to scan additional information. How do you handle this situation so that you have only one file
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NadineB
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ProAdvisor
Members of the QuickBooks ProAdvisor Program
03/28/09 11:05am PDT
2 Replies
03/28/09 12:52pm PDT
i do not have a solution within dms, however there is a "free" product from pdf995 that will combine multiple pdf files into 1 pdf file. just search for pdf995 on the internet. After combining the files, simply import the new combined file into dms. Instead of combining 2 files, we normally just add another pdf file to the "source documents sub-folder" in the clients dms folder. this is much quicker in our office and works just as well. sometimes we just name the new file "additional info received from client."
LacerteGuru
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Intuit Superstar
Employee who makes outstanding contributions to the community
03/28/09 1:05pm PDT
Latest post
We have heard questions surrounding appending a PDF in both Adobe and Document Management System. Attached is a short video on how to append a PDF in Document Management System. The process is somewhat similar in Adobe.
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