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Merging entries

There are multiple places where you can merge your documents with your entries, including:

1.  Confirmation options

2. Notification/confirmation emails

3. Individual entries

4. Shared entries

5. Zapier integrations

6. JSON webhooks

Confirmation options

  • Go to Submission Settings in your form builder, and check the Documents box under the "Include?" option.

  • Click the blank box to open the template drop-down list. From here, you can select the template/s you want to include on the confirmation page.

Notification/confirmation emails

  • Open your notification or confirmation email settings, and select the Documents option in the "Attach?" section. From here, select which template/s you want to attach.

Individual entries

  • Go to your Entries page and select an entry to expand its details. Then, click "Create Document" and select the template you want to merge with the entry. After selecting your template, you can open/save your new custom document:

Shared entries

  • Go to your Entries page and select an entry to expand its details. Then, click "Share" to open the Share Entry dialog and find the Attach? section. From here, select which template/s you want to attach to your shared link email.

Zapier integrations

  • You can send documents automatically to hundreds of popular cloud services using Zapier. When selecting which fields to include in your Zap, your entry documents will appear listed according to their template ID (located in the top right hand corner of the Manage Dialog Templates dialog).

JSON webhooks

  • Create JSON webhooks to push generated documents into custom systems. When communicating data, entry documents will be listed as according to their template ID (located in the top right hand corner of the Manage Dialog Templates dialog). For example, Template ID:1 becomes Document1.
  1. {  
  2.     "id":"12345",  
  3.     "email":"test@test.com",  
  4.     "name":"Test User",  
  5.     "date_created":"2015-01-20T16:42.000Z"  
  6.     "Document1": "http://cognitoforms.com/d/32k4bb324bhj2l4jkbkjbgcode=rnfrj34WGlqkvHrN68Vt7C4"
  7.     "Document2": "http://cognitoforms.com/d/45jgherhhhrfe333nnkbkjbgcode=HYzrT8wASVGLNkfrle34"
  8. }  
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