Merge PDF

Overview

The Merge PDF Data Operation combines multiple PDF files into one combined PDF.

Use Cases

• Combine individual sections of a form into one completed form

• Stitching together multiple receipts to generate an expense report

Data Operation Properties

Files to merge

This is an array of Assets pointing to PDFs to be combined. All files must be of type PDF, or the merge will fail.

Filename

This is the filename to create in the resulting operation. It can be any expression that evaluates a string.

Asset Settings

Scope

Determines the scope of the download link. This can either be APP or SESSION. If the generated PDF should be accessible from other user sessions, choose APP. Otherwise, if the created PDF is unique per customer, choose SESSION.

Visibility

Determines the visibility of the download link. This can either be GLOBALor PRIVATE. If the generated PDF has sensitive customer information, it should be marked as PRIVATE. With PRIVATE, the PDF will have an extra layer of access protection. The generated URL will have the necessary credentials to access the file.

NOTE: The generated URL for the PDF allows anyone to access the file. The URL should only be shown to the customer that the PDF belongs to.

Download Url Expiration

Only appears when Visibility is marked PRIVATE, as Global Assets do not expire.

Determines how long the download link to the file is available. For instance, if 30 Minutes is given, the download link will no longer work after thirty minutes. Private Assets must expire after a maximum of 7 days.

Run Results

If successful, this data operation returns the Detailed Asset of the merged PDF. This Detailed Asset will contain detailed information on this newly-created Asset, including the download URL.