Merge documents from Salesforce

Last updated Jan 18 2019

As you may know, FormTitan provides Document generation directly from Salesforce.
Pressing on an ‘FT Generate’ button inside a specific object or List view page in your Salesforce account allows you to generate one or more documents for a single or bulk of records.
This is great for those who mainly work inside the Salesforce. However, sometimes when you are generating multiple document (for a single record, or even for a few records) you would like them all to be joined into one file. or in other words: Merged.
In this version we’ve added a new button to our FT button window in Salesforce. This button is disabled by default, but when a multiple records or a multiple forms are chosen (or both)  it becomes active.
Pressing on the Merge button will combine the documents into one file. This will take a few moments to process and you can choose to either close the window and go to your mailbox (where it will be sent upon completion), or wait till the process is finished and then download the file.
** Please note - The file will be available for a one time download, so if you've downloaded it from the window, you will not be able to use the link in your email to download it again.


Enjoy!


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