Availability: Requires the Business plan or above. Only available for Airtable, Google Sheets, ClickUp, SmartSuite, and API.
Implementation Methods
- Airtable / Google Sheets / ClickUp / SmartSuite
- API
Designate a specific field or column within DocsAutomator’s interface that contains one or multiple PDFs intended for merging with the generated documents.
- In your automation settings, find the “Merge Existing PDFs” option
- Select the field/column containing your PDF files
- Configure the insert position (before or after)
Configuration Options
Insert Position
| Option | Behavior |
|---|---|
| Insert After (Default) | Appends additional PDFs following the generated document |
| Insert Before | Positions 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 APIexistingPdfs 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