Attach or Combine Remote/Uploaded Files

Looking for a way to attach uploaded files (pictures, documents, etc) or combine an uploaded PDF with your merged document?  We’ve just launched a great new feature that allows you to do just that!  Using Data Routing, you can automatically send remote and uploaded files alongside your merged documents.

The setup process is very simple.  For this example we’re going to show you how to include an uploaded PDF file with our Merged PDF.  Let’s jump into the settings page of our Data Route.  On this page, we’ve got our PDF that will be merged selected for Rule #1. 

For Rule #2 we’re going to use the uploaded PDF from our online form.  From the Document dropdown, go to the very bottom and you’ll see <<other remote file>>.  Go ahead and select that option.  Next we’re going to type in a variable name for the file (you can use more than 1 variable if you’d like to use an advanced URL).


After that, we need to jump over to the Delivery tab and add a Delivery option so that we receive all of the files.  This will include them all as attachments or send them over to your cloud storage as well.

That’s it!  Now all you need to do is map the uploaded file to the field you created in the Data Route settings and we’ll automatically download the file from the URL (most online forms will send a URL for the uploaded file) and include it in the merge.  Some example files you can use are PDFs, Word documents, Pictures, Excel, Powerpoint, and many more.

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19 Comments

  • Avatar
    Jeff Tebbutt

    Hi Jeremy,
    In the workflow I'm creating I want to dynamically attach a remote pdf (A) to accompany the merged pdf (B). Do I have to have the remote pdf (A) uploaded somewhere already for this to work in Data Route?
    Thanks,
    Jeff.

  • Avatar
    Jeremy Clarke

    Hi Jeff,

    Yes, you would need to upload the file somewhere that WebMerge can download via public URL (like your website, Amazon S3, Dropbox, etc).

  • Avatar
    Jeff Tebbutt

    Thanks Jeremy,
    I'm stuck. Where do I input the URL and tell it to combine the uploaded pdf (from my website) in the delivery?

  • Avatar
    Jeremy Clarke

    Hi Jeff,

    You just enter the URL in the box in the data route rule. Just like the screenshot shows above, but instead of a merge field, you're going to enter the URL (without any brackets). I've updated your account so you can see.

  • Avatar
    Jeff Tebbutt

    Thanks Jeremy,
    That works a treat!
    Jeff.

  • Avatar
    AARIUS DUMAS

    I am using FormAssembly to create an intake form for my office and would like to have it so WebMerge combines the actual image users attach to the form printed in the merged version of it instead of a URL to the uploaded image. Is this possible with your service?

  • Avatar
    Jeremy Clarke

    Hello! Yes, you can. You'll need to embed them in your document/template though. Search for "image" in the Building Your Documents (https://webmerge.zendesk.com/hc/en-us/sections/201531306-Building-Your-Documents) article and pick the one that is appropriate for your document type.

    If you need more help, please reach out directly to support and we'll be happy to help!

  • Avatar
    Alex Melzer

    Hi Jeremy,
    I am having trouble getting my data route to merge PDF files stored on dropbox into a larger PDF. It seems that the rule assigned for the data route can't get the file from dropbox through the public dropbox link. I have tried using the dropbox link with both the ?dl=0 and ?dl=1 options. Neither seem to work for me. Does it work for you? Any suggestions how I can merge files from dropbox?

    Edited by Alex Melzer
  • Avatar
    Jeremy Clarke

    Hi Greg,

    I'm going to open a support ticket to help you with the specifics, but you just need to make sure that you're using the direct download URL from Dropbox. I'm opening a ticket now.

    Thanks!

  • Avatar
    Stephen Pocock

    I posed this against  https://webmerge.zendesk.com/hc/en-us/articles/206527146-Attach-or-Combine-Remote-Uploaded-Files

    Hi Jeremy

    1. Can the URL be constructed dynamically from data in the merge?

    For example, if I had a field (variable) call LOT and PLOT with values 100 and 102 and my files have a set name in Amazon like LOT100PLOT102.pdf can I create a link along the lines of http://s3.amazon/123445/LOT{LOT}PLOT{PLOT}.pdf

    2. Can the document be inserted at a particular location in the document?

    Thanks again.

    Edited by Stephen Pocock
  • Avatar
    Jeremy Clarke

    Hi Stephen,

    1. Yes, you can use merge fields in your URL and we'll convert the merge fields to the dynamic data.

    2. Unfortunately, there isn't a way to insert an attachment in the middle of a document, but you could split your template into 2 templates, then use 3 rules in your data route to combine all 3 parts (part1, attachment, part2) into a single doc.

    Thanks!

  • Avatar
    Steve Jones

    Hi Jeremy

    Can this be used from Salesforce to combine a standard cover page with each merged document?

  • Avatar
    Jeremy Clarke

    Hi Steve,

    We're not able to download files from Salesforce, but you could save the cover page in Dropbox, then save the download URL to the file in Salesforce and we can download that file.

  • Avatar
    Steve Jones

    Hi Jeremy

    Is there a rule to attach a single document to a batch? So if I'm creating a combined pdf from multiple objects in salesforce, can I attach a single cover letter to that pdf?

  • Avatar
    Jeremy Clarke

    Hi Steve,

    Unfortunately, we do not have a way to attach single documents to a batched process. Sorry!

  • Avatar
    Michael Barnathan

    I noticed that while uploading a document directly to WebMerge, the merge tags in the file were automatically populated. It would be nice if WebMerge could automatically resolve merge tags within remote documents in the same way.

    Thanks,
    Michael

  • Avatar
    Jeremy Clarke

    Hi Michael,

    Thanks for the suggestion! We've thought about doing this in the past but there are a few technical/security issues that came up. Can you create a support ticket so we can talk in more detail about your use case?

    Thanks!

  • Avatar
    Andreas Næss

    Is there a way to get Ninja Forms to send data to webmerge Data Route? I can only find Documents, but sending the data to Data Route would solve many (if not all) of my issues.

  • Avatar
    Jeremy Clarke

    @Andreas,

    Ninja Forms is currently working on updating their WebMerge plugin to support Data Routes. Please reach out to their support team for a status update.

    In the meantime, you could use their Webhook add-on to send data over to your Data Route.

    Thanks!

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