Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Merge completed documents to PDF Bot does
The Bot ties together several completed documents into a neat PDF based on the ‘if-this-then-that’ conditions you set.
When to use the Merge completed documents to PDF Bot
Install and configure the Bot to reclaim working hours by eliminating the need to merge documents manually once they are completed.
Export Custom Values to Merge completed documents to PDF Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
Enter the name of the merged PDF file you intend to create. Then, select the documents you would like to merge. If you have several Merge to PDF Bots installed for one workflow, the name of the merged PDF must be unique for each bot.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for the Bot to run
Define what will trigger the Bot to act. This can be a specific date, document data, user roles, an email, or a name. E.g., you can configure the bot to merge documents when they are completed by a specific recipient.
Get your documents merged into a PDF
Once the Bot is configured, share your documents with anyone who needs to complete and sign them. Based on the conditions you’ve set, they will be automatically merged into a PDF file upon completion.
Try pre-built workflows to experience the Merge completed documents to PDF Bot in action
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
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Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
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Vendor enrollment
The Vendor enrollment Flow is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.
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Software evaluation survey
The Software evaluation survey Flow is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Other Bots often used with the Merge completed documents to PDF Bot
Configure automatic procedures in a few simple steps
Modify general options
Define what exactly your Merge completed documents to PDF Bot should do. Fill out all the required fields to ensure the right completion of operations.
Note: the ability to choose Bots appears after creating a new Flow and uploading at least one form.
Choose Bot activation circumstances
Figure out conditions when your Bot need to “wake up”. Set up rules and connect activation circumstances with steps in forms and dates, or user credentials.
Customize Advanced settings
Change options in this block to set up additional configuration and simplify the getting of knowledge like block revisions if something works incorrectly, etc., or keep the standard parameters.
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