PDF Merger features and functionality

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Output a PDF

  • This extension allows you to create one consolidated PDF document from various records in a table or various records from various tables throughout your app. This extension can work with many varying input types, so the source documents do not have to be of type PDF.

PDF document storage options

  • Documents can be stored in:

    • A file attachment field in Quickbase

    • An Amazon S3 "bucket"

    • In a Dropbox folder

Features and functionality

  • Create PDF documents

  • Merge multiple documents from file attachment fields from Quickbase, files from an Amazon S3 bucket, or files from a Dropbox folder, into a single PDF file with a button click.

  • Merge all the file attachments in a report or query together.

  • Convert Word, Excel, text, message, and image files to PDF documents.

    • Supported formats:

      • Word - doc, docx

      • Excel - xls, xlsx

      • Text - txt

      • Message files - msg, eml

      • Images - JPG, JPEG, GIF, BMP, TIFF, TIF, PNG

  • You can merge files from different tables.

  • Save documents in a file attachment field in the same table, in a separate document "repository" table, in a Dropbox folder, or in Amazon S3.

Integration with other tools

  • PDF Merger integrates with the following Quickbase extensions:

    • Amazon S3 - to reduce the amount of file attachment storage space your app is consuming.

    • Courier for Quickbase - to email the PDF Merger documents as attachments to your clients and business partners.

    • Signatures for Quickbase - embed the signature captured with Signatures for Quickbase in a PDF Merger document.

    • DocuSign for Quickbase - generate a document using PDF Merger and send that document out to be signed using DocuSign for Quickbase.

    • JuicedSign - generate and merge multiple documents using PDF Merger and create an agreement using JuicedSign.

    • Package Builder - create a single consolidated document (PDF) of many different document types, like Word, Excel, Images, and PDFs, and store the document in Quickbase.