Combine to PDF is an automatic action type for the main file or file type fields of a Docuo category, which allows you to attach one or more additional files to the end of them, giving a single PDF document as a result.

This functionality is only available in Docuo Enterprise version.

To define the combination of files, we have to open the automatic actions settings. These settings are available in the transitions, states or forms of a category, accessible from the category wizard.

For example, in a category with a main file, several file type fields and a process, we can access the configuration of a transition “Start the task”, then click on the tab “Actions when forward” and we will find the action for the main file “Combine in PDF with”:

This action is also available for file type fields. Click on the “New” button in the list of actions and select “File field”:

The files to be used for combine must be in the document itself: main file, published version or file type fields. It is also allowed to use related read-only file type fields from other categories.

To indicate the files we deploy the “Combine in PDF” list:

For example, for the main archive I get all the file type fields of the category, so that I can mark the files I want to add at the end of the main archive in the desired order:

In this case we have decided to add the Payroll and then the ID Anverse and then the ID Reverse. The column on the right indicates the order of selection, which in turn is the order of the combination. When you click on accept, you can see the result of the combination:

From this same screen, it is possible to remove an element from the combination by moving the mouse to the element and pressing X.

It is also possible to change the order by dragging and dropping any element with the mouse to the desired position.

An additional possibility of combination is to choose the option “Specified by formula”. This allows us to indicate which fields we want to combine according to JavaScript script that returns a text string with the names of the fields separated by commas. For example based on an amount:

The combination is performed whenever any of the source fields has a PDF or PDF-convertible document and whenever the destination is PDF, PDF-convertible or empty.

 

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