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How to: Merge Documents During Enrollment Review

Learn how to combine multiple documents into one combined document during enrollment review

Updated this week

Merging documents during Enrollment Review is a huge time-saver—especially when parents upload multi-page documents as separate images (like individual photos of each page). Instead of downloading, combining, and re-uploading files manually, you can now merge them directly within the platform in just a few clicks.

This feature helps you:

  • Keep student records clean and organized

  • Review documents more efficiently

  • Eliminate manual file handling


When should you use this?

Use document merging when:

  • A parent uploads multiple files that belong to the same document

  • Pages are out of order and need rearranging

  • You want a single, clean PDF for review and approval


How to merge documents

1. Select the documents

Navigate to the student’s form submission and locate the uploaded files.

  • Click on the documents you want to merge

  • Select them in the order you want them to appear

💡 As you select each file, you’ll see a number (1, 2, 3, etc.) indicating its position in the final merged document.


2. Adjust the order (if needed)

Changed your mind? No problem.

  • Deselect any document by clicking it again

  • Re-select documents in your preferred order

Make sure you click them in that exact sequence.


3. Click “Merge selected”

  • Once your documents are selected and ordered, click Merge selected

  • You’ll see confirmation of how many files are being merged

  • Give it a moment to process


4. Review the merged file

After merging:

  • A new document will appear in the submission

  • It will contain all selected files combined into a single PDF

  • Pages will follow the exact order you selected


5. Rename (optional)

Once approved and populated in the documents tab of the student card, you can rename the merged document for clarity.


Tips & Best Practices

  • Always double-check order before merging — the system follows your selection sequence exactly

  • Use merging to reduce clutter — fewer files = faster review

  • Great for mobile uploads — especially when parents submit photos instead of PDFs

  • No need for external tools — everything happens within Enrollment Review

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