This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Merge multiple completed documents into a single PDF file using the Merge completed documents to PDF bot and export them to the system you need using the following bots:
Archive to Microfocus
Archive to Egnyte
Archive to Procore
Save to Citrix ShareFile
Archive to SharePoint Folder
Save to Google Drive
Save to OneDrive
Save to Dropbox
Save to AWS S3
Save to Box.
Use case example: Compliance Documentation. An employee needs to consolidate client-related documents, such as contracts and communication records, for record-keeping and archiving. Using the bot, the employee reclaims numerous working hours by eliminating the need for manual merging, also reducing the risk of human error.
How to set up
When the Bot works by default:
The Merge completed documents to PDF bot activates once documents are completed by recipients specified in the step that this bot has been added to.
Add the bot depending on your needs as described in this article. You can add the Merge to PDF bot between steps or use the All bots tab.
Find the Merge completed documents to PDF bot in the list of bots and click Install bot.
Action settings:
1.Set a name for the future PDF file. Use +Data variable to insert the specific data related to your documents , templates, and more to the document's name.
2.Set a name that allows you to identify the merged documents in the settings of other bots.
3.Select the documents that you want to be added to the PDF once they are filled out.
Note:
- the option to merge the Certificate of Completion and attachments is not available. However, for any document containing a signature, the Certificate of Completion will be added automatically.
- in case you have several Merge to PDF bots installed for one workflow, the PDF name should be unique for each bot.
Conditions:
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
If the bot condition is not set up, the bot will merge documents whenever a document is completed by the recipient. It will not perform any additional checks or validations before performing the merge action.
Advanced settings:
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.
Post setup
Once the Merge to PDF bot is set up, proceed with adding the bot that will export the merged PDF documents. Let's see how it works with the Save to Google Drive bot. During the setup, the Merged documents section appears during document selection.
Choose one and proceed with its setup further.