Merge additional PDFs
The "Merge additional PDFs" option in DocExport allows you to automatically append existing PDF files from a file column to your generated document.
This is especially useful when you need to include attachments such as contracts, product sheets, or any other supporting documentation, streamlining your workflow and ensuring everything is delivered in one complete file.
Any PDF stored in the selected file column will be automatically merged at the end of the generated document during export.
This feature is included in the Standard Plan and above.
How to set it up?
In the DocExport Board view, click on "Actions / Automation"
Choose the file column where the generated PDF should be saved.
Under "Advanced settings", select the file column that contains the PDFs you want to merge into your generated document.
Example Use Cases
Client Submissions via Workforms When clients upload signed contracts, agreements, or supporting documents through a monday.com workform, those PDFs can be automatically merged with your generated report. This streamlines client handoffs or approvals.
Product or Service Documentation Include brochures, manuals, or technical specifications (uploaded into a file column) with automatically generated proposals or quotes. This ensures clients receive all relevant materials in one professional PDF package.
Internal Reports with Attachments Combine a generated project summary or progress report with attached photos, permits, or scanned forms submitted by team members. This is ideal for construction, field service, or compliance workflows.
FAQ
Q: Can multiple PDFs be merged into the generated document? A: Yes! If the selected file column contains multiple PDF files, they will all be merged into the final document in the order they appear.
Q: Can I control the order in which additional PDFs are merged? A: Currently, PDFs are merged in the order they are stored in the file column. To control the order, upload them in the desired sequence.
Q: Where will the additional PDFs appear in the generated document? A: All additional PDFs are automatically appended to the end of the generated document.
Q: Will the merged PDFs retain their original formatting? A: Yes, the merged PDFs keep their original layout, styling, and formatting when combined with the generated file. You can even mix different formats (e.g. A5 + A5) and also different orientations (Landscape/Portrait).
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