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How to Merge PDFs in PracSuite

Updated this week

Overview

PDFs can be merged with the PDF Editor found on the Tools > PDF Editor page. This great for consolidating documents and notes.

1) Download the PDFs

To begin, you'll need to download the PDFs you want to merge. If the PDFs are already in PracSuite, for example: on a patient's file, you can download them by following this guide: Link to Article Here

Additionally, you can download Clinical Notes as PDFs, this article explains how: How to Print or Export Clinical Notes

2) Merging the PDFs

Once you've downloaded the PDFs, they can be merged by following these steps:

Step 1:

Navigate to the Tools > PDF Editor page and click on the Open button.

Step 2:

Select the first PDF and click Open.

Step 3:

Click on the Panel button, then click on the More Options button on the page that you would like to insert the second PDF, and then finally the Insert button.

Step 4:

Select the Upload tab and then click on Browse Files.
​Note: you can also drag-and-drop the PDF into this window

Step 5:

Specify which page location you want to insert the PDF pages to and select which pages to insert.

Step 6:

Choose whether to insert the pages above or below the Specified Page Location.
(Note: If you're unsure, you can always reorganize them after adding)

Step 7:

Click Add Page(s).
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The selected Pages from the second PDF should now be combined with the first PDF.

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