Use the Merge Documents function to send multiple documents to a client in a single email and one SMS. Click here to watch the video on how it works.
If you want to merge multiple unprocessed documents into one document before sending, select the unprocessed documents you want to merge and follow the steps below.
The documents must be unprocessed (white) before you can merge them.
You may need additional document profiles to support merging. These profiles help manage naming and the email or letter templates. Email Support to request additional profiles if required.
Note: You can merge a maximum of 20 documents at once.
To merge documents:
Select the unprocessed documents you want to merge.
Click Merge Documents.
Choose the order in which to merge the documents. Change the number next to each document to reorder the list. The display updates to reflect your changes.
Complete the rest of the form, similar to creating an Ad‑Hoc document.
You can:choose the Document Profile
modify the Document Name (if the profile allows name editing)
select the financial year
link the client
enter an optional Document Date, which can flow into the email or letter template
Click Submit and wait for the merging process to finish.
When merging completes, a message appears confirming that the process is finished and instructing you to wait while the ATO SmartDocs processing list reloads.
The merge window closes and the SmartDocs list refreshes, showing the newly created merged document.
Note: When you merge multiple documents, SmartDocs saves the merged output as a single document in your Document Management System.