How to combine several PDFs with a merged PDF file

How to combine several PDFs with a merged PDF file

Overview

Zoho Writer's merge templates allow you to combine the generated PDFs into a single PDF. You can either combine all the generated PDFs into one or combine the generated PDF with a static PDF. You can do this using custom functions or the advanced automation flow designer. This lets you send one combined file instead of multiple files to the client.

Prerequisites

  1. You must have at least one merge template in Zoho Writer
  2. The data source has to be configured in the merge template.
  3. The generated document should be saved as a PDF.

Steps

Using Custom Functions

  1. Open your merge template in Zoho Writer.
  2. Choose Merge & invoke custom function as the output option.


      3. Create a custom function in Deluge to combine the merged documents and click Save & Link function.

Using Advanced Automation

  1. Open your merge template in Zoho Writer.
  2. Choose Setup Advanced Merge as the output option. Click here for the detailed steps about the advanced automation flow designer.

3. Setup your document workflow and choose Combine PDF card to merge the generated PDFs into one or combine the generated PDF with an existing PDF.
4. Setup the rest of your workflow (sending an email, storing in Work Drive, etc.)

Limitations / Notes

  1. You can combine a maximum of 5 PDFs into a single PDF.
  2. You can generate a PDF file up to 25 MB.

Related Articles

  1. How to run custom workflows after merging a document
  2. How to setup advanced automation in Writer merge templates
  3. How to combine PDFs using API

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