Search
Welcome to M-Files Empower – our new support experience. We'd love to hear what you think!Give feedback

Last updated on 28 September 2023

Admin
PDF Processor (Compliance Kit)

Overview

Compliance Kit can be used to merge existing PDF documents into one.

Solution

The following is a simple sample of how this can be configured.

You need a property for defining the documents that will be merged. In the following sample, this property is named "Source Object," which is a multi-select lookup from Documents.

The next thing you will need is a custom rendition instruction. This will be used in the Compliance Kit configuration using the Custom Rendition Key:

image.png
 

Now, we are ready to create the configurations in the PDF processor. Add a new Rendition; be sure to use the same "Key" as in the Custom Rendition Instruction. 

"Inplace File Replace" set to "Yes" means that the resulting merged document will be placed into the source object to which this custom rendition is performed to.

"Mode" = "Ready" means that the source documents are already existing.

Specify the property that references the PDF documents to merge. In the sample below, this is "Source Object". 

image.png

Then you are ready to test the new configuration.

Create an object that has the "Source Object" property filled. Add the reference to the Custom Rendition Instruction to trigger the PDF Processor rule. In my example, I created a multi-file document, and the resulting PDF will be added to it.

image.png

image.png

Still need help?

On this page