Generating PDFs is an addon for the FlowEQ platform. Please contact billing@floweq.com or your Customer Success Manager to enable this feature for your account or to learn more.
If your team handles a lot of documents, or if you’ve been using the PDF: Create from Template steptype across multiple Flows, there’s a good chance that you’d like to consolidate them together for legal reasons or just easier handling. But combining PDFs manually can require expensive software and be time-consuming. Luckily, we have the PDF: Combine Multiple steptype to take care of it for you.

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Step Configuration

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Title

The title appears up top in Sidekick when your team reaches this step in the Flow. We recommend something like “Merging documents…” but it can be whatever you want.

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Automatically run when step launched?

Check this box to automatically merge the documents specified in this steptype when your team reaches this step in the Flow.

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Automatically complete when PDF available?

Check this box to automatically advance to the next step as soon as the combined PDF is available.

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**(Optional) Create a variable for the document ID

If you want to refer to this document later on in the Flow, like adding it to a record field or hyperlink in a public reply, you can use this field to create a custom variable. You can name this whatever you like, but we recommend keeping it concise. To refer to this newly combined document as a variable you’ll need to wrap the name you give it with variable headers. For example, if you want to give the combined document a variable name of invoice you’ll need to wrap the variable with a pdfID prefix and brackets so it appears as <%- pdfId_invoice %>. For the rest of the Flow session, any time you reference <%= pdfId_invoice %>, the combined document you created in this steptype will be rendered.

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Enter Values

Use this table to select the PDF documents you wish to combine.

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Order

Use this field to set the order in which the PDFs should be combined.

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Field Name

Use this field to choose which method you will use to pull in each document
  • PDF ID can use the same type of variables demonstrated in the code blocks above.
  • PDF URL can be a direct link to the necessary document.

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Label

Use this field to give each document a shorthand name. This name will appear next to each PDF field in Sidekick.

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Value

Use this field to provide the variable or URL for each document you wish to combine.