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This feature enables you to incorporate pre-existing PDF files into your generated documents.
Availability: Requires the Business plan or above. Only available for Airtable, Google Sheets, ClickUp, SmartSuite, and API.

Implementation Methods

Designate a specific field or column within DocsAutomator’s interface that contains one or multiple PDFs intended for merging with the generated documents.
  1. In your automation settings, find the “Merge Existing PDFs” option
  2. Select the field/column containing your PDF files
  3. Configure the insert position (before or after)
Airtable lookup fields: You can also select a lookup field that references an attachment field in a linked table. This is useful when PDFs are stored in a related table rather than directly on the record.

Configuration Options

Insert Position

OptionBehavior
Insert After (Default)Appends additional PDFs following the generated document
Insert BeforePositions existing documents ahead of newly generated content

Order of Multiple PDFs

When the selected field or column holds several PDFs, they’re merged in the order they appear there. This applies to every supported source. DocsAutomator does not reorder them, so changing their order at the source changes the merge order accordingly. For example, rearranging the attachments in an Airtable field, reordering the comma-separated URLs in a Google Sheets cell, or changing the order of URLs in the API existingPdfs array all shift the merge order to match.

Use Cases

Terms & Conditions

Append standard legal documents to contracts

Cover Pages

Insert branded cover pages before generated content

Appendices

Add reference documents after reports

Certificates

Include supporting certifications with proposals

Requirements

  • PDFs must be publicly accessible via URL (for API)
  • PDF fields must contain valid PDF files (for data source integrations)
  • Maximum file size limits may apply
Last modified on May 29, 2026