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Merge Documents from two different projects

Planerat
Begär demo

We are trying to attach our periodic semi-annual filing (N-CSR) to an already created/rolled N2 document. Is there a way to merge the N-CSR filing to the end of the N2 document?

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Kommentarer

5 kommentarer

Datum Röster
  • Paige Ringhofer

    Hi Elizabeth,

    Welcome to the Community and thanks for reaching out! You are only able to leverage copy/paste of content but your CSM should be able to leverage lossless export/import to append one document to the end of another. Please let me know if you have any other questions!

    Thanks!

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  • Elizabeth Forman

    Is this a feature your team would consider implementing? Do all companies spend time copying and pasting their financials to the back of the prospectus? It is rather timely. 

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  • Paige Ringhofer

    Hi Elizabeth,

    Thanks for the feedback! I have passed this request on to our Product Team and will update you if anything changes. Please let me know if you have any questions I can help with in the meantime!

    Thanks!

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  • Alexandra Tinmouth

    Hi,

    Are there any updates on the above request/question? Is there a solution for merging two documents into one without manual copy/pasting?

    Thank you in advance!

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  • Isabel Messore

    Welcome to the Community Alexandra Tinmouth!

    The current solution is to export the second document as a docx and then import and append the first document using the docx.
     
    Hope this helps!
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