Combine Documents (Workflow Document Processing Task)

• Have a participant fill a document?
• Use a web form to collect participant’s uploaded documents (e.g., driver’s license)?
• Include documents added from previous tasks in a workflow?
• Add an additional document to all of the above?
• Rename a file after it has been signed?

• Configure a combine documents task

Before you Begin

Configure a Combine Documents Task

• used as an existing document in the following tasks - Create Document Form and View File. Note: See Select and Configure a Document for a Workflow Task for more information.
• sent to Dropbox, SharePoint, Salesforce, Google Drive, Amazon S3, or a custom web endpoint.

1. In the workflow builder, click the + above or below an existing task.
2. In the right sidebar, under Document Processing, select Combine Documents. This adds a Combine Documents task to your workflow.
3. Click on the task, and in the right sidebar, you can configure the task.
4. In General Configuration, enter the following:
   1. Task Label - The label that identifies the task. Modify the default task name from “Combine Documents” to a name that is more meaningful, descriptive, and helps identify the task. Note: These are listed as event names on the instance list History tab.
   2. Task Description - This is an optional description of the task.
5. In Result Document, enter the following:
   1. Property Name - This is used to refer to the created document in later workflow steps.
   2. Document Name  - This is the filename for the combined document when it's downloaded from Docubee. It can include form field properties. Note: When creating a file name, use characters that are compatible with standard file managers.
6. In Add Fields, place fields on the document for users to complete. Note: You must select a document uploaded to this step directly to add and configure form fields on it.
7. In the Configuration section on the left, you can specify the documents to combine:
   • Select an existing document - 
     • Dropdown displays available options in the workflow. Select the documents to combine.
     • The following items will be listed for inclusion into the combined document:
       • any combined documents from previous tasks
       • documents resulting from other tasks
       • previously uploaded documents
   • Drop File Here or Click to Upload - (e.g., a cover sheet or image)
   Note: The Configuration section on the left will display the selected documents. Drag and drop the documents to arrange the order for the PDF. Each uploaded document will have a three-dot button with the options to Replace Document or Delete Document. 
8. Add an Email task with a download action button for the participant to download the combined document.
9. Click Publish to save the changes and combine documents.
10. Click Run to run the workflow.

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