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.