Merge SmartCerts to build a cert package

Merging SmartCerts

SmartCert lets you merge an existing SmartCert, whether it came from a supplier or your Created dashboard, into a new or existing SmartCert.

Before you start: Make sure the SmartCerts you want to merge have been reviewed and approved for use. This keeps your process clean and ensures you're only working with verified documentation.

Steps to merge:

1. Open the SmartCert you want to work with.
2. Click Merging in the right panel. You'll see two options:

Option A: Merge into others This pulls data and/or documents from the SmartCert you have open into another existing SmartCert.

• Use the search bar on the left to find the SmartCert you want to merge into.
• As you scroll, select the data sections and files you want to bring over.

Option B: Merge with others This pulls data or documents from another SmartCert into the one you have open.

• Use the search bar to find the SmartCert you want to pull from.
• As you scroll, select the data sections and files you want to merge in.
• Note: You cannot override existing data in the SmartCert you're merging into. If you need to update a field, you'll have to copy and paste the data manually.

Important: You cannot merge SmartCerts into a one that exists on your Received dashboard. Make a copy of the supplier SmartCert first, then merge from there.

Merging PDF Files

Once your SmartCert has multiple files, you can combine them into a single PDF.

1. Click the Select button in the Files panel.
2. Choose the PDFs you want to work with and the order you want the certs to be combined.
3. Pick one of the following actions:
   • Merge and replace: Combines the selected files into a single document.
   • Merge as selected: Combines the selected files while keeping the originals separate.
   • Convert to PDF/A: Lock the PDF to embed fonts, color profiles and update to read-only formatting.

Merged PDFs are automatically bookmarked so you can find each section easily in the document viewer.