I was speaking with a customer the other day and it became clear a relatively unknown feature in Workshare Professional 5 would solve an immediate need.
This particular customer needed to “package up” all matter related documents into one PDF and send it over to a client before submitting it to the court. They actually already had a master PDF document and simply wanted to add a few more documents to it. No problem!
In Workshare Professional 5 when you are converting documents to PDF you have the option to append other documents to an existing PDF. And you are not limited to adding just documents; you can add any file format to the end of an existing PDF, such as an email or a web page.
In order to merge items into an existing PDF here are the steps to follow:
- Open an existing Word document that you’d like to merge into an existing PDF
- Choose File-Print, select "Workshare PDF Publisher" as the printer and click OK
- In the Save Dialog box, you'll notice a box called "Concatenate". Check this box. Also, browse to an existing PDF file
- Open that PDF file and scroll to the bottom
- Notice that the text from your Word document is now appended to the end of that PDF. It does not replace any existing text in the PDF but adds to the end of it
Look for more advancement’s to this feature in future versions of Workshare Professional.