Document files in the .doc, .png, .jpg, or .jpeg file formats can be converted and merged into .pdf files within the Firm360.
Covert and Merge Files
1. Navigate to the desired documents tab.
2. Select documents to be converted and merged by checking select box.
3. Choose "Merge Selected Documents" from the gear icon dropdown options.
4. Make desired choices in pop-up modal.
5. Click "Merge".
6. New .pdf file will be available in client's document list.