If you have two packages you want to merge, you'd have to delete one of them, and then use the "add existing" button in the remaining one to associate the saved documents with it.
- When deleting the unwanted package, the system will ask you if you want to delete the saved documents associated with it.
Make sure you don't delete them!
- In the remaining package, you'll highlight the missing document you want to add and click the "Add Existing" button. This will bring up a search window.
- In the search window, double-click the word 'Loans' to expand that section, and then put a checkbox next to Loans.
- In the 'Fields' section, highlight 'Account', and in the text box, you'll type in the account number and click Add, then click Search.
- In the next window, you can highlight the document you want to attach to the package, then click Select.
You'll need to repeat that process for each document that you need to move to the remaining package.