Unified Document Merging

Updated Jul 30, 2026·1 min read

Unified Document Merging combines multiple templates, PDFs, or external files into a single, consolidated document package. Instead of sending several separate files after generation, CloudFiles lets you assemble everything into one ready-to-share PDF.

This is the packaging step that follows document generation in the Dynamic Document Generation Engine - it pulls together outputs from multiple templates alongside previously generated files, uploaded PDFs, or files stored in Salesforce or connected external systems, and consolidates them into one file.

Unified Document Merging

Unified Document Merging merges outputs from multiple templates, previously generated files, uploaded PDFs, or files stored in Salesforce or external systems - including SharePoint, S3, and Google Drive - into a single consolidated PDF.

Create complete, polished document packages - proposals, contracts, annexures, and supporting files - all combined into one professional, ready-to-share PDF.

Part of the Dynamic Document Generation Engine.

Post-Generation Controls

Generating Documents