How to Merge Documents in the Document Register

Merging documents is only used when there are previous revisions in the system and a user has accidentally uploaded the latest revision with an incorrect document number.

Example:

We have 2 revision for Doc No AB1100; A and B (B is the latest revision).

The consultant uploads the latest revision (C) and has renamed the document number to A1100.

The document register now has AB1100(A) and AB1100(B) - B the latest revision and A1100.

We would need to merge revision C with A and B, C will supersede B.

 

Before merging there are 4 rules:

1. You must be a System Admin or Document Controller to have permission to manage the Document Register
2. Document Type need to be the same
   
3. You cannot merge documents that have the same latest revision
   
4. Only 3 documents can be merged at once

1. Select the documents you would like to merge, click Options and select Merge.

2. Select the document number that you are merging into.

2a. Select the latest revision.

3. Tick the 'Are you sure you want to merge?' box and select Confirm.

Now the documents are merged together, with C as the latest revision.

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