Adding a File to a PDF

You can use the process below to add a new file to an existing PDF. You can specify if the new file is added above or below a specific page or to the end of the PDF. If needed, you can change its location in the PDF after adding it.

If you are adding a password-protected file, you will be prompted to enter the password before you can add the file. The password protection will not apply to the file once it is included in the CCH ProSystem fx Funnel PDF.

Tip: Adding a file to a PDF causes the PDF to be rebuilt. Inserting a target sheet and deleting a page also trigger a rebuild. If you need to perform several of these tasks in the same PDF, consider working in Edit mode instead of using the procedure below. The Edit mode can save you time by preventing the PDF from rebuilding until you have completed all the required editing tasks.

To add a file to a PDF, proceed as follows:

Open the existing PDF in CCH ProSystem fx Funnel.
1. Click Open on the PDF Viewer ribbon.
2. Navigate to and select the PDF.
3. Click Open.

Do one of the following, depending on where you want to insert the page:

Add the file before a specific page. Select the page in the navigation pane. Then, on the PDF Viewer ribbon, click Add File > Add File Above. You can also right-click the page and select Add File Above.

Add the file after a specific page. Select the page in the navigation pane. On the PDF Viewer ribbon, click Add File > Add File Below. You can also right-click the page and select Add File Below.

Add the file to the end of the PDF. Select Add File > Add File to End on the PDF Viewer ribbon. You can also right-click any page in the navigation pane and select Add File to End.

Navigate to and select the file to add.
Click Open.