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How to merge PDFs into a single document

Using Legalesign PDF upload feature, you can upload and merge multiple PDFs together. This is particularly useful if the document you want signed has originated from different sources and needs to be compiled together.

For example, accountants at the end of the tax year may need to send multiple documents to customers: accounts from a spreadsheet, and a tax return and a summary document from Word. This feature makes short work of putting them all together and sending them out to be signed.

The first step is to save each file as a PDF. This can usually be done within the original software (e.g. any Office or iWorks program).

While Legalesign will convert Word documents to PDF, we recommend you use the original software which will produce the best PDF output.

On Legalesign, go to Doc Options > Upload PDF > Upload Multiple Files. Then click the upload box to select your first PDF (or drag and drop). Rinse and repeat in the order you want to merge your PDF together.

Scroll to the bottom of the page and click on 'append these together'. The appended document will take on the name of the first PDF.

Click on the PDF name to access the editing page for your freshly merged document.

Watch this video to see a demo:

Combine this feature with text tags to automate form set up.

How to merge multiple PDF's into a single document - watch on Youtube