Merge documents to create one cert package

How to merge existing certs or merge into a new SmartCert.  

SmartCert allows you to merge an existing SmartCert - whether it’s from your supplier or an existing SmartCert on your created dashboard - and merge the data and documents into a new or existing SmartCert.  

How to merge a supplier cert into an existing or new SmartCert on your Created dashboard

1. Open a supplier SmartCert and follow your internal review process to approve or reject the cert package  
2. On the right-hand side, click the carrot/dropdown next to Status to display the Merge option
3. Select Merge into Others
4. From here, you can merge specific data and documents into an existing SmartCert by using the search bar to locate the SmartCert you want to merge into, or create a new SmartCert by merging select data and documents

To merge PDF files into one PDF, click the merge files button, and once your files show up on the left-hand side of the screen, click Select.  


Select the PDFs you want to merge and click the desired button to merge them. You can select multiple PDFs to merge into one, create a new PDF with all certs while maintaining originals or secure the selected PDFs