Inserting PDFs

 Insert PDF

Use Insert PDF to add documents to an existing PDF file, even if it was scanned or printed to PDF format from another application. This tool assists with the inclusion of late-arriving documents in the original bookmarked PDF file.

By default, Adobe® Acrobat® places incoming pages and bookmarks at the end of the receiving PDF file. You would have to manually drag the bookmarks or pages under the correct parent bookmark. With CCH ProSystem fx PDFlyer, parent bookmarks are analyzed and child bookmarks are combined under the same parents automatically.

To insert PDFs into an existing PDF file, do the following:

1. Convert the pages to be added into PDF format. If you are scanning, direct the scanned output to the location where you normally scan your non-Scan documents.

Note: Multiple new items for a given client can be converted to PDF and scanned at the same time (for example, brokerage statements or revised T5013).

2. Open the PDF file to which the pages are to be inserted.
3. Select the position in the currently open PDF file where you would like the new pages to be inserted by highlighting the bookmark.
4. Click the Insert PDF tool from the CCH ProSystem fx PDFlyer tools.
5. Browse to locate the incoming PDF file you want to insert.
6. Click Open or double-click the file name to display the Insert PDF window.
7. If the incoming PDF file is bookmarked, Merge PDF page(s) based on parent level bookmarks is selected by default. This option merges the two PDF files, combining child bookmarks under the same parent bookmarks. The PDF is repaginated based on the location of the inserted PDF.
8. Select Append PDF page(s) as a single bookmark if the incoming PDF file is not bookmarked and you want to append it as a single bookmark. Show me the bookmark levels available if I select this option.
• Same level as the highlighted bookmark
• Child of the highlighted bookmark
• Parent level at the end of the PDF

The Bookmark Name displays as the name of the incoming PDF file. You can change the bookmark name if needed. You can also choose to automatically create a unique bookmark for each page by selecting the Create a bookmark for each page check box.

9. Select Append PDF page(s) without a bookmark if you want to append the incoming PDF file without a bookmark. Options include Append to the highlighted bookmark, or Append to the end of the PDF.
10. Click OK.