Create PDF Merge Document

Use Create PDF Merge Document to perform a merge that creates a PDF document when the progress screen fields are completed. The merge is performed in the same way as a document merge outside the workflow process. A copy of the merged PDF document is saved in the library. You can use this action only with records that have been created and attached to a workflow. This means you cannot use it with primary rules.

The table below describes Create PDF Merge Document fields on the Workflow Action Details screen.

Field	Description
Type	The action to be performed.
Value	The name of the document to be merged. If you leave this blank, the user can select a template when performing the merge.
Order	The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line.