For those of you who have been using our Data Routing feature, we have a feature that allows you to combine the PDF/DOCX documents that have been created using routing rules. This feature can still send the individual documents via the document deliveries, but also send the combined document via your Data Route deliveries.
It is pretty easy to get this all set up – you only have to do two things. The first is indicating which documents in your Data Route that you want to include in this combined document. For each of your rules (where you define to which documents to send data), you will see a checkbox labeled “Included in combined PDF” (or DOCX) – you will need to check this box. For this functionality, even though we're pulling data from document templates, we'll still select those templates under "Send data to Document".
It's important to note that any rules wherein the "Include in combined PDF" checkbox is not selected, those documents will not be combined and instead delivered separately upon the merge.
The second and final step is setting up the delivery for your combined documents. Just as you would for your individual document deliveries, you'll want to head over to the Delivery tab. In this example, I've already set up an email delivery, as shown below.
Now that we've shown you how to set this up, how can you leverage this powerful tool to take your business to the next level using Formstack Documents?