Data Route Manual Data Entry
The Data Route Merge Tab allows you to integrate and automate your data route merging process, simplifying and enhancing your workflow.
Data Route Upload Data
The Data Route Merge Tab allows you to integrate and automate your data route merging process, simplifying and enhancing your workflow.
Data Route Merge Integrations
The Data Route Merge Tab allows you to integrate and automate your data route merging process, simplifying and enhancing your workflow.
Data Route Test URL
The Data Route Merge Tab allows you to integrate and automate your data route merging process, simplifying and enhancing your workflow.
Data Route Merge URL
The Data Route Merge Tab allows you to integrate and automate your data route merging process, simplifying and enhancing your workflow.
Data Route Merge Integrate And Automate
The Data Route Merge Tab allows you to integrate and automate your data route merging process, simplifying and enhancing your workflow.
Data Route Export Field Map
Data Route Import Field Map
If you want to import data route fields from a certain JSON file go to Document Field Map Tab. At bottom right corner of Field Map section you can see a button Import. Click on it and the system will open a modal where you can upload or drag and drop your JSON file: If everything goes well imported…
Data Route Add Field
Data Route Scale PDF to Fit
The Data Route Advanced Settings section provides access to more complex and detailed configuration options for your data route.
Data Route Restrict PDF Permissions
The Data Route Advanced Settings section provides access to more complex and detailed configuration options for your data route.
Data Route Password Protect File
The Data Route Advanced Settings section provides access to more complex and detailed configuration options for your data route.
Data Route Add Watermark
The Data Route Advanced Settings section provides access to more complex and detailed configuration options for your data route.
Data Route Restrict merges to specific IP address(es)
The Data Route Advanced Settings section provides access to more complex and detailed configuration options for your data route.
Data Route Save Data to Re-Merge Later
The Data Route Advanced Settings section provides access to more complex and detailed configuration options for your data route.
Data Route Status
This section allows you to customize your data route’s status settings
Data Route Folder
This section allows you to customize your data route’s folder settings
Data Route File Name
This section allows you to customize your data route’s file name settings
Data Route Recent Merges Re-Merge Now
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Recent Merges Edit Data
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Recent Merges Download Only
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Recent Merges View Deliveries
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Recent Merges View Data
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Recent Merges View Route Break Down
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Recent Merges
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Merge History
The Data Route Overview provides a comprehensive summary of recent merges with detailed graph.
Data Route Creation
Data Route Creation offers a very easy process of adding new data routes to your application
Deleting a Folder
Organize your data routes by creating and managing folders in just a few simple steps.
New Folder
Organize your data routes by creating and managing folders in just a few simple steps.
Manage Folders
Organize your data routes by creating and managing folders in just a few simple steps.
Data Route Advanced Settings
The “Data Route Advanced Settings” section provides access to more complex and detailed configuration options for your data route.
Data Route Merge Tab
The Data Route Merge Tab allows you to integrate and automate your data route merging process, simplifying and enhancing your workflow.
Data Route Field Map Tab
Documerge data route field mapping simplifies the process of creating customized data routes by automatically populating data from forms into corresponding fields within documents.
Data Route Settings Tab
This section allows you to customize your data route’s main settings
Data Route Rules Tab
Data Route Rules in Documerge allow you to automate the selection and processing of document templates based on specific data conditions for document generation and routing. These rules enable conditional merging, data manipulation, and integration with other 3rd party services.
Merge Variable Dos and Donts
Merge variables are essential in DocuMerge. They define the values you output in document templates and configure settings across Document and Data Routes. Their values can be numbers, strings, and even objects or arrays.
Convert JSON String to Object/Array
Depending on how you’re delivering and formatting your data, there are cases where a variable is passed as a JSON string. DocuMerge does accept and will recognize JSON via webhook and our API integrations. However, and especially with HTTP Post Key/Value Pairs, one or more of your values may be a JSON string. When viewing…
Route Auto-Number
Sometimes, you may need your documents to automatically include an incremented value each time they’re generated from a route. This feature is particularly helpful when creating unique identifiers for items like invoices, coupons, tickets, or filenames.
Sorting and Looping Through Objects/Arrays
You may be passing some data into DocuMerge that is an array or object. On occasion, the order in which your objects and arrays are presented will not fit the need of your logic or output in document templates. We provide methods to sort by different keys and whether to sort ascending or descending. Below…
Operators, Math/Calculations, and Functions
Throughout the DocuMerge app, and including your templates, you can use operators and functions to refine and transform your data for logic and display purposes. Below is a list of available operators and functions. For other formatting modifications, check out Modifiers. Here’s a few examples of basic calculations you can make within your document templates,…
Conditional if/else Statements
During development of your merge workflows and templates, you may find instances where you want to alter the output of the variable, or even an entire template section, using a conditional statement. You can use conditional statements anywhere you call Smarty variables; in your document templates, settings fields, field maps, route rules, email and other…
Formatting/Modifying Data with Modifiers
Wherever you are calling out your variables names within DocuMerge (templates, field maps, settings, deliveries, etc) you can use these Data Modifiers to quickly alter the output of the variable. Modifiers are called after variables, separated by a pipe “|“. {$price|round} Some modifiers have additional variables that can be passed, which are defined after the…