Combine Documents (Workflow 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?

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 Conditions, configure a condition that must be met to include this document in the combined output. Documents with no conditions will be included by default. Note: You can have one condition.
   • Click Add Condition.
     • Property - Select a property from the dropdown.
     • Comparison - Select a comparison to use in the condition.
     • Value - Enter a value that the field’s condition must meet. This value is compared with the property.
   • To remove the condition, click Remove Condition.
7. 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.
   • To add/place fields on your form:
     1. Click in the Add your first field dropdown and select a form field type and then click on the document to indicate where the field should be placed. A form field of the selected type is added to the document and listed (in order of adding) in the Add Fields tab under the dropdown. Note: Re-order your fields by clicking the grab handle on the right side and dragging them. Edit a particular field by clicking it. When filling out a document, the order of the fields determines the tabbing order (when you press TAB on the keyboard).
     2. Click within the form to place the field for the assignee to input a value or sign the document.
     3. Configure the field – Select the field to configure by clicking on it, either in the document or in the Add Fields tab, and adjust the field settings. Note: See Edit Conditions Modal for more information on showing fields conditionally.
     4. Click Close Field Settings to return to the Add Fields tab.
     5. To add more fields, click the Add another field dropdown.
8. 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. 
9. Add an Email task with a download action button for the participant to download the combined document.
10. Click Publish to save the changes and combine documents.
11. Click Run to run the workflow.

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