Use cases

• Merge Terms of Service to a contract based on customer specific data. This can reduce the amount of templates, if you have multiple contract/ToS combinations.
• Create a single PDF document out of different source file types, e.g. from a Google Doc and a Word document.
• Merge attachments of an incoming email into a single PDF document and store it on your Google Drive
• Let users upload several documents and combine them into a single PDF file

Configuration

Clicking on the bold parts in the title of the building block lets you pick the desired files to be merged from your Google Drive.

You can deselect the picked file by clicking on the x button on the right of the selected filename.

If no file has been picked, Ultradox will load the given file that is stored in the input variable.

 Input prefix

Click on the input prefix button to specify the prefixes for both documents to be merged. This will allow you to merge two different generated or uploaded documents.

Useful combinations

Merging terms of service to a contract.

In a form the customers name and type (standard or premium) is entered. The ContractTemplate is filled with the name. Depending on the customer type, the terms of service is searched on Google Drive, downloaded and merged to the contract.

Enter customer inquiry
Google Form	customerName
	customerType

Generate PDF from Contract Template
customerName	pdf.file

Find file with path ${customerType} starting in TOS
customerType	fileId

Download given file
fileId	tos.file

Merge given file with given file
pdf.file	pdf.file
tos.file	pdf.mimeType

Show the generated document pdf

Questions and Feedback

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Last Updated: 10/1/18