How to merge to create a fillable template and attach it to a CRM Record after it is submitted?

How to merge to create a fillable template and attach it to a CRM Record after it is submitted?

You can do this by executing a custom function. Refer to the below steps to learn how to configure a custom function. 
  1. Open the merge template.
  2. Click on the Merge & share fillable link under "Choose Output" and save settings. 



  3. Click on the Configure form submit actions button under Merge & share fillable link.
  4. Select Trigger webhook & custom functions. In the dialog that follows, select "Execute Custom Function" and click Configure.



  5. In the Custom function dialog, enter the following parameters: Record ID: The ID of the CRM record that you want to upload the filled document to. This value is present in the record_data object of the fillInfo custom function parameter.
  6. Click Proceed.

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