Manually merging multiple documents with different file types and converting them to PDF is, frankly, dull and time-consuming. That’s why weâve created Vertr to do it for you! Vertr allows you to convert between various file formats directly from SharePoint, meaning you donât have to learn a new system or interface, as it sits on top of what youâre used to.
To ensure that you can convert and merge within SharePoint, you must have installed our conversion tool, Vertr.
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You can set up a free trial today and start using it immediately. It’s then really easy to upgrade to a paid plan to roll it out company-wide. Or if itâs just for you or a small team, we have a free plan!
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You have options if you want to find out how to merge multiple file formats into a PDF!
We have created both a step-by-step guide and a video. So you can learn in the best way that suits you.
Merge multiple files to PDF format
Vertr allows you to convert and merge multiple documents simultaneously from various file formats. No need to select them in any specific order. You can configure the order of the documents later on.
You might have to click the ⌠to see the Convert option.
Not seeing âConvertâ? Take a look at our installation guide to ensure youâre all set up!
A âConvert Filesâ pop-up will appear to take you through each step. You donât need to do anything at this point; it will only take a few moments. Vertr validates each file to ensure you arenât trying to convert something incompatible or an invalid identity like a Folder.
By selecting âMerge Files to PDFâ, you will be given some different options.
However, if youâre looking to convert files individually, you can select which formats you need here (see below). Here’s a How-to blog on using Vertr to convert files individually.
For ease, weâre keeping the merged file we will create in the same folder as the documents weâre merging. But you can choose wherever in SharePoint you want the file generated.
In the âMerged PDF Filenameâ field, name what you want your PDF to be called.
If you have a file of the same name in the Destination Folder, your merged PDF will overwrite that file if you check the Overwrite File box. But if you uncheck the box, Vertr will automatically generate a unique name.
If you choose to remove the markup, that means that any comments or tracked changes you have made in your original files will be removed, leaving you with a clean PDF document.
Choosing PDF/A Compliant means your PDF/A file will meet the regulatory requirements. These include things like embedded fonts, text, colours and images.
If you want your file to have a text watermark, you can type whatever you would like it to be into the Text field.
You can choose for your text watermark to be horizontal, vertical or diagonal.
If you want your PDF to have an image watermark, we suggest checking out our Flowr Power Automate action â Add Image Watermark to PDF. There is even an Advanced version, so you can configure your watermark to your exact specifications. You can run this flow after your files have been merged and converted.
Not every document you create will be for everyoneâs eyes. Thatâs why adding a password s a quick way to make sure only the people who need to view your document, can. To check you have added the correct password in the Password field, you can click the eye button on the right-hand side to view what you have typed (see below).
You can choose which order you want your documents to be in the merged PDF using the Move Up and Move Down buttons.
If you choose that you no longer need one of the documents you had originally selected, you donât need to start the process all over again. All you need to do it click the Delete button. They will then disappear from your Selected File list (see below).
Your files will be merged and converted into PDF in a matter of moments. You can even watch the Status change on each document (see below).
You will be given a link to your document for you to check it out immediately!
If you choose to give your document a password, you will be asked for it immediately. Once you have typed it in, you can see your Merge PDF in full (see below).
If you have chosen to have a watermark, itâs always best to check you can still read your document!
You now have a new PDF!
Files donât tend to go missing by themselves, so maybe you chose a different Destination Library.
We hope youâve found this explanation helpful! If you have any questions, feel free to comment below or reach out to our support team at support@encodian.com
