PDF Merge
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The PDF Merge activity is located under Data Delivery in the Activities panel in the Workflow Builder. Drag and drop the activity to the canvas and select it to reveal the Properties panel on the right. The PDF Merge activity is a workflow step for merging previously PDF files previously generated or submitted in the workflow. The activity is demonstrated in the Merge multiple PDFs user guide.
Properties - PDF Merge | ||
|---|---|---|
| Name | For the convenience of the workflow designer. The name is only used while building the workflow, and is not shown in respondent view. If you give all the workflow activities easily identifiable names it will be easier to find the correct activity when generated files and question answers are used across the workflow. |
| File Name | The file name entered is the file name for the merged PDF. (It is also possible to change the file name in a file transfer). |
 | Move up/down | If you’ve added multiple files, you can select a file and move them up and down the list with these arrows. |
 | Add File | Add PDF files from the workflow. Click to open the Select files menu, described in detail in the table below. |
 | Edit File | Select one of the files and click Edit File to reopen the Select files menu for the selected file. See the table below to see the details on the menu. |
 | Delete File | Select and click the Delete File button to remove it from the list. |
Select files | |
|---|---|
Type | There are two types. Choose whether the file you want to select is a file generated from a workflow activity or a single form question, Activity/Question, or if the files are from a question in a duplicatable group/table, Question Group. The Files as email attachments user guide displays a use case for both types. |
Source | Press Browse to select the activity / question / question group. The selected file source is displayed in the Source field. |
File Name | All files merged will already have a file name. If you wish to keep the original file name select Keep current. If you wish to change the file name press New and enter the preferred file name. Remember this will only be available in the list of files, as the merged PDF will be given the name entered in the File Name input field in the Properties panel. |
