Document Integrations
The Merge tab provides integrations and automations, allowing you to merge and test URLs seamlessly.
Document Test URL
The Merge tab provides integrations and automations, allowing you to merge and test URLs seamlessly.
Document Merge URL
Document Manual Data Entry
The Merge tab provides integrations and automations, allowing you to merge and test URLs seamlessly.
Document Upload Data
The Merge tab provides integrations and automations, allowing you to merge and test URLs seamlessly.
Document Integrate And Automate
The Merge tab provides integrations and automations, allowing you to merge and test URLs seamlessly.
Document Export Field Map
Documerge documents field mapping simplifies the process of creating customized documents by automatically populating data from forms into corresponding fields within documents.
Document Import Field Map
Documerge documents field mapping simplifies the process of creating customized documents by automatically populating data from forms into corresponding fields within documents.
Document Add Field
Documerge documents field mapping simplifies the process of creating customized documents by automatically populating data from forms into corresponding fields within documents.
Document Enable Sessions
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Restrict PDF Permissions
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Password Protect File
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Add Watermark
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Restrict merges to specific IP address(es)
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Save Data to Re-Merge/Download Later
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Auto Number
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Status
This section allows you to customize your document’s status settings
Document Folder
This section allows you to customize your document’s folder settings
Document Timezone
This section allows you to customize your document’s timezone settings
Document File Name
This section allows you to customize your document’s file name settings
Document File Output
This section allows you to customize your document’s file output settings
Document Version History
The Document Manage File tab is where you can upload and manage your documents.
Download Uploaded File
The Document Manage File tab is where you can upload and manage your documents.
Document Upload File
The Document Manage File tab is where you can upload and manage your documents.
Document Edit Header/Footer
Documerge document builder offers both a Visual Editor and a Code Editor for creating your documents.
Document Code Editor
Documerge document builder offers both a Visual Editor and a Code Editor for creating your documents.
Document Visual Editor
Documerge document builder offers both a Visual Editor and a Code Editor for creating your documents.
Document Recent Merges Re-Merge Now
The Recent Merges table provides various actions for your latest merges.
Document Recent Merges Edit Data
The Recent Merges table provides various actions for your latest merges.
Document Recent Merges Download Only
The Recent Merges table provides various actions for your latest merges.
Document Recent Merges View Deliveries
The Recent Merges table provides various actions for your latest merges.
Document Recent Merges View Data
The Recent Merges table provides various actions for your latest merges.
Document Recent Merges
The Document Overview provides a comprehensive summary of recent document merges with detailed graph and detailed table.
Document Merge History
The Document Overview provides a comprehensive summary of recent document merges with detailed graph and detailed table.
Upload from Pre-build Template
Documerge provides a powerful document builder packed with features for creating dynamic and customizable documents.
Document Advanced Settings
The Document Advanced Settings section provides access to more complex and detailed configuration options for your document.
Document Merge Tab
The Document Merge Tab allows you to integrate and automate your document merging process, simplifying and enhancing your workflow.
Document Testing Tab
The Testing tab provides an environment where you can test merges without using real data.
Document Settings Tab
This section allows you to customize your document’s main settings
Document Manage File Tab
The Document Manage File tab is where you can upload and manage your documents.
Document Overview Tab
The Document Overview provides a comprehensive summary of recent document merges with detailed graph and detailed table.
Add New Document
Documerge provides a powerful document builder packed with features for creating dynamic and customizable documents.
Manage Folders
Organize your documents by creating and managing folders in just a few simple steps.
Embed Dynamic e-Signatures
Embed Dynamic Charts/Graphs
Embed Dynamic Barcodes & QR Codes
Embed Images using the Document Builder
When developing your templates and email deliveries, there may be instances where you want to embed static or dynamic images into your content. Images can be photos, logos, signatures, charts, barcodes, etc. Extensions supported are: jpg, jpeg, png, and gif. ADD STATIC IMAGES WITH DOCUMENT BUILDER ADD DYNAMIC IMAGES WITH DOCUMENT BUILDER
Embed Dynamic Images in Office Documents
Embed Dynamic Images in Fillable PDF
Embed Images, Signatures, Barcodes/QR Codes
Signatures Note: This article is for embedding static images, or dynamic image URLS sent in your data payload. This article does not cover sending documents off to e-signing services like Adobe Sign, DocuSign, etc. For e-signatures services post document creation, see: e-Signatures Tag or Delivery Methods category. Fillable PDF Note: When dealing with dynamic images, the…
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.
Document Template Versioning
DocuMerge will save your last 30 revisions. This applies to both uploaded templates (office and PDF templates) as well as HTML builder templates. Version history includes: To view your revisions, and optionally revert to one:
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…
Document Auto-Number
There are occasions where you’ll want your documents to print an auto-incremented value when generating a new document. This is useful in situations where you need a unique number applied to every document generated from a given template; an invoice, coupons, tickets, filename, etc. To enable this feature:
Preserving Font Types in Office Documents
While common font types are typically not an issue, there are instances, especially with less common font types, that our system will not support that type natively. To ensure your documents generated from office document templates maintain their original font formatting, we recommend you embed your font-type into the office document.
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…