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Included in Free

Merge PDFs

Merge PDFs is the packet-building path for teams that need one controlled output from many source documents.

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Problem

Packet assembly is error-prone when source files are renamed, reordered, or copied outside the workspace.

Use

Combine selected PDFs into one new artifact while preserving the original inputs and their order.

Evidence plan

What this unlocks

  • Combine multiple PDFs into one document
  • Run from the document workspace once signed in
  • Available for repeatable batch or pipeline workflows

Workflow

Explore the workflow
Simple pathForm W-9

Quick OCR and field check

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

  1. 1Upload the W-9
  2. 2Run OCR
  3. 3Inspect detected text and form regions
  4. 4Save a searchable copy

Tool chain

OCRForms Ops StudioSet Metadata Studio
Searchable PDFField review notesClean source metadata
Explore the workflow
Complex pathForm W-9

Secure intake pipeline

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

  1. 1Upload the form batch
  2. 2OCR and extract fields
  3. 3Apply redaction policy
  4. 4Verify redaction
  5. 5Compress and export packet
  6. 6Attach audit trail

Tool chain

Pipeline BuilderOCRExtract TablesRedact & RemoveCompress PDFProvenance Ledger
Redacted PDFStructured field exportRedaction verification report
Explore the workflow

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Assemble evidence packets
  • Combine signed exhibits
  • Build a delivery-ready client package

Workflow steps

  1. 1Select multiple PDFs from the workspace
  2. 2Order files and confirm output naming
  3. 3Create a new merged PDF and keep source files unchanged

Outputs

  • Merged PDF
  • Input order manifest
  • Job history entry

Review checks

  • Verify source file order
  • Confirm final page count
  • Review bookmarks or separators after merge

API

Endpoint family: /v1/documents, /v1/jobs, /v1/artifacts
POST/v1/documents/uploadPOST/v1/ocr/{document_id}GET/v1/jobs/{job_id}/downloadPOST/v1/pipelines/run-adhocPOST/v1/processing/redactGET/v1/forensics/{document_id}/redaction-verify
  • Submit source document IDs to the merge processing endpoint.
  • Poll the returned job before downloading the merged PDF artifact.
Integration overview

Limits

Availability
Included in Free
Readiness
beta
Automation
Native batch support

Confirm entitlement, input requirements, and deployment fit in the package and API documentation before you automate this capability.

Integration overview

Evidence

Browse proof
Evidence is published with the related workflow and proof artifact when it is available for this capability.

Public example workflows

Integration overview
Simple

Quick OCR and field check

Form W-9

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

Proof artifacts

Searchable PDF, Field review notes

Complex

Secure intake pipeline

Form W-9

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

Proof artifacts

Structured field export, Redaction verification report

Roles and use cases

Developers and platform teams

Developers / Platform

Connect document workflows to your application through scoped APIs and observable jobs.

Connected tools

Split PDF, Rotate Pages, Compress PDF

Generated artifact: Merge PDFsGenerated artifact: Split PDF

Operations teams

Deal / Data Room Teams

Prepare controlled recipient review with watermarking, revocation, and activity evidence.

Connected tools

Split PDF, Rotate Pages, Compress PDF

Generated artifact: Merge PDFsGenerated artifact: Split PDF

Legal and review teams

Legal Ops

Prepare evidence-ready PDFs and review packages.

Connected tools

Compare PDFs, Signature Center, Redact & Remove

Decision history: Compare review decisionsAudit record: Provenance ledger