What's in this Article
Info: Unless encrypted, the following file types can be converted and combined into a PDF in Canopy: csv, docx, eml, html, msg, ods, odt, pptx, rtf, xls, xlsm, xlsx, jpeg, jpg, png, doc, ppt, bmp, emf, jp2, tif, tiff, htm, html, txt, xod, and xps.
Multiple files of different formats can be merged and converted to a single PDF with just a few quick clicks in Canopy. Files can be merged on the Files tab of the client record.
Merge Files Into a New PDF
1. Navigate to a Client Record and click on the Files tab.
2. Select the Files you want to merge.
- Hold Shift and Click to select all of the files between your first and second click.
- Hold Control and Click to select multiple, non-sequential files.
3. With the relevant files selected, Right Click on one of the files to open a pop-up window.
4. Select Combine Files from the popup window.
One or two boxes will appear. If a file is unable to be combined, it will show up in a second box titled Files that can't be combined.