Merging a Form with it's attachments

asked on July 7, 2020

I have a form (version 10.3) where the user can upload two attachments (PDF, Word, Image, etc). I would like to combine the form with the two attachments appended at the end.

1) I've tried using download electronic document/attach electronic document, but that just replaces the existing document;

2) I've tried using Move Pages, but it requires that pages be generated when the forms and attachments are saved. Right now, pages don't get generated, even though I have "Generate Pages" set for all new documents under the user that is saving the documents.

I'm thinking about writing a SDK script in C# that combines the files together, but I'm not sure if that's the right solution because it requires installing additional PDF tools. Looking for other ideas.

Thanks.

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replied on July 7, 2020

Each extension is created and defined by the developer of the app which that extension is associated with. For example .pdf was engineered by Adobe and .docx was engineered by Microsoft, for use with their apps.

What your really looking to do is convert each of these to a picture of what it would look like when opened in their application. To do this automatically it usually requires a library (.dll) reference from the software developer and understanding of how to use it, by writing C# or Visual Basic instructions.

There is a secret setting to use Generate Pages automatically, but this only works for PDF documents because it is an Adobe library intended only for this purpose.

Why not use Links instead? This way you can accept any type of attachment and quickly view the associated attachment or form from the side bar?

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replied on July 7, 2020

Hi Chad,

Thanks for your response. A couple follow-on questions:

1) I think it would work if I use Generate Pages and motivate users to upload a PDF document only. Where can I find that setting?

2) When you say "links", I'm not sure what you're referring to - is it the link group in Forms? Does it require that users have access to the repository for this to work? I'm looking for something that would work with anonymous users.

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replied on July 7, 2020

Generating pages from the PDF is a user option. If you can log into the Client as the account Forms uses, you can set it directly. Otherwise, log in as yourself to set the option, then copy that user attribute over to the Forms user within the Admin Console.

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Merging a Form with it's attachments

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