The Merge Document Template action merges available data into a document template

Document templates are created using the Integration Add-ins for Word or by using PDF form documents. After the merge is performed the resulting Document is saved into the active Record.


Options


Settings


    • Document template - The template to merge into. When the action runs the date from the active Record and the environment will be merged into the template to create a Document.


    • Category / SubCategory / Name - Specify the Category / SubCategory / Name of for the resulting merged document(s). Leave these blank to use the Cat/SubCat/Name defined in the template.


Options


    • Overwrite Document - Check this ON to overwrite an existing Document or OFF to add a new Document


    • Convert to PDF - Check this ON to convert the document to a PDF file


    • Compress PDF Output - You can compress the resulting PDF after it is merged. Compressing will remove any extra meta data and will try to remove all unnecessary information in the PDF that is not used for rendering. Compressing will compress images, optimize fonts, optimize page content and remove meta data information from the PDF.


    • Remove PDF Fields - After the merge of a PDF file, you can remove its form fields to make it a flat PDF file. Do not turn this on if you plan on merging this document again.


Attachments


    • PDF Attachments - PDFs can also embed other documents inside them. After the merge, you can embed other documents by specifying which documents to include by their Cat / SubCat / Name.





The Category, SubCategory and Name fields can all contain static values or variables.