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.
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.
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:
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…