Convert file to PDF in DocuMerge, on your say-so
Your DocuMerge, worked while you do something else: 2 reads to go through it, 1 write to change it, and a card in front of every one of those changes.
Open the combine file. Check it against something else. Write the change. Move to the next one. That is the DocuMerge afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a combine file until you approve it.
What it can do is exactly what DocuMerge exposes to an account you authorise and nothing beyond it: 3 operations, 2 reads and 1 write. In practice that means it can convert a file to PDF, and work across the combine files, document fields and files.
The DocuMerge API stops at DocuMerge. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Can it get document fields on its own?
2 of the 3 operations are reads.
Your account, not a guess at it: a companion can get document fields and combine files, and the full list below is the whole list, with nothing inferred from DocuMerge's documentation.
The combine files are what most of this inventory is about, alongside the document fields. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of DocuMerge admin becomes a queue you review.
- Get Document Fields
- Combine Files
What happens before it can convert file to PDF?
The one write operation there is waits for you.
A companion can convert a file to PDF, and each one is staged on an approval card first: you see the combine file, the field and the new value before it lands in DocuMerge.
Nothing in DocuMerge is sent, changed or deleted on your behalf without that click, and a rejected card leaves the combine file exactly as it was. The gate is the same one on every surface, described at security.
- Convert File to PDF
Can it convert file to PDF on a schedule?
Yes.
Saved as a routine, the DocuMerge combine files pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the operations, the DocuMerge combine files sweep among them, and finished runs are published at real runs.
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