My Files is a personal folder where users can store and reuse their work-related documents. In addition, users can extract and combine pages from PDFs to create new PDFs. The PDFs can be forwarded to other destinations, for example, a folder or downloaded.
Note: Merge can only be used with PDFs. No other file format is supported. An error message appears if users attempt to merge documents that are not PDFs.
Users can create new PDFs from other PDFs by using the following My Files options.
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Merge is used to combine individual PDFs into a new PDF. A new PDF is automatically created after the PDFs have been merged.
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Split is used to split the PDF at a certain page. A new PDF is automatically created that includes the page where the split occurred and the remaining pages of the PDF, if any. The page numbers included in the PDF appear in the new filename, for example, new_multipage_document.p4-8.pdf.
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Reorder is used to move pages up or down in the PDF.
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Duplicate is used to duplicate a page in the PDF.
Note: Users cannot delete pages from the PDF.
Before you begin
Administrators must complete the following tasks.
Install the
Note: My Files > Merge is included in the
You can set up groups and folders to limit merging and splitting PDFs to a specific group and destination if necessary.
Before setting up groups and folders, ensure the Merge application property appears in the Actions list.
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In the Server Administrator, expand Configuration.
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Select
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Right-click the appropriate profile, for example, Default. The Properties short cut menu appears.
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Select Properties.
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Select the Applications tab.
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Select My Files. The My Files Application Properties dialog box appears.
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Select the Actions tab. The Merge action appears on the list as a default.
See the My Files Application Properties > Actions dialog box example below.
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Select OK on the My Files Applications Properties dialog box.
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Select OK on the Profile Properties dialog box.
Note: The other default actions listed including Merge will appear in the WebApps/HP CR Client > My Files toolbar.
Workflow examples
These examples are for illustrative purposes and may not reflect your unique workflow configurations.
In this example, the Data Processing (DP) department of a medical company is responsible for processing new patient information. Large patient information documents (PDFs) need to be split by unique patient data. PDFs must be merged if multiple pages of the PDF refer to the same patient. The information can be forwarded to a network folder for additional review or data entry begins into a medical patient record system.
Multiple-page PDFs are distributed to the DP staff via My Files. A staff member begins the process by opening the PDF in
See the My Files >Thumbnail page example below.
The staff member discovers that there is information missing from one of the PDFs and forwards it to the network folder for additional review.
The staff member proceeds with another patient’s data, selects multiple PDFs in the table and selects Merge to combine all PDFs related to the same patient.
See the My Files > Multiple PDFs > Merge example below.
In this example, the Mortgage Processing department of a financial company is responsible for processing new customer mortgage applications. Multiple mortgage information documents (PDFs) need to be merged by unique customer data. The information is scanned from a My Files button on a device for additional review and PDF management before data entry begins into the banking system.
The workflow would require the following setup.
Note: There are different ways to set up My Files to meet your specific requirements. Contact Technical Support for assistance.