Option to merge an object's attachments seperate from templates
I have a DDP that needs an excel template, and multiple files pulled from an object. This is not an issue, however, there is no way to have the excel template to be its own file and have a merged PDF of multiple files on an object record. It's only possible to either merge everything into a PDF output, or have the output use the originals and a combined PDF.
My proposed solution to this problem is to add a "Template Output Type" selection field in the template's options, the same as the "Document Output Type" picklist in the delivery options. By default, the template output type would use the delivery option's document output type, unless specified otherwise.
This solution will not only allow a greater flexibility for document generation, but additionally give absolutely no disturbances to existing document packages since the default template output type will use the delivery option's selected output type.
Thank you
Nick
shared this idea
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