Merging Options

The Expere Engine supports the following ancillary options for merging of PDFs:

General merging guidelines

The following options are applicable to all merging-related ancillary options:

Expere sets the merged PDF files' Document Title to the original PacketName when passing in any of the merging-related ancillary outputs. The packet name is specified in the PKG file in the content library or in EZ Config Packages and Packets.
All merging-related ancillary outputs are supported when Packets are authored as part of the PKG file in the content library or in EZ Config Packages and Packets.
The merged PDF is named as follows: OriginalPacketName.pdf; for example: CombinedAccountOpening.pdf. If no packet name is specifed, the file name would be Default.pdf.
if using an ancillary option that results in individual PDF document generation, each individual PDF document is named as follows: Packet-InstanceDisplayName; for example: "CombinedAccountOpening-PrivacyNotice-M2.pdf".

The following merged PDF-related scenarios are not supported when a combination of Expere eNote, SmartSign Web, and SmartSign Plus is present:

MergedPDFDiscreteParty or MergeCopyPDFDiscreteParty with an Expere eNote
MergedPDFDiscreteParty or MergeCopyPDFDiscreteParty with SmartSign Web
MergedPDFDiscreteParty or MergeCopyPDFDiscreteParty with SmartSign Web an Expere eNote
MergedPDFDiscreteParty or MergeCopyPDFDiscreteParty with SmartSign Plus
MergedPDFDiscreteParty or MergeCopyPDFDiscreteParty with SmartSign Plus and an Expere eNote
MergedPDF or MergeCopyPDF with SmartSign Plus
MergedPDF or MergeCopyPDF with SmartSign Plus and an Expere eNote

Note: SmartSign Plus does not currently support merged PDF's.