Append/Combine Word/PDF documents in AgilePoint

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Stephan Lefebvre

• April 26, 2018 23:25

Hello,

 

I am working on a process that requires generation of single documents related to specific claims that will be tied together in 1 file to be emailed to the customer/adjudicator responsible for processing the claim.

 

Right now I can generate many documents at once with loops and sub forms but I am looking for a way to bring them all back together somehow.  As of now we have 2 options:

1. Send the customer WAY too many individual files

2. Find a way to combine/merge files into a single PDF/Word Document AFTER they are generated by templates in AgilePoint.

 

I understand this might not be possible and we may have to end up doing this step by hand.

Thank you for any insight you are able to provide!

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  Karishma

  • May 20, 2019 17:39

  Hi Stephan, 

   

  I am working on similar process, even I am looking for some solution to combine different document in one pdf. Do have have any solution for this? 

   

  Thank you,

  Karishma

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