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Make combined PDF with relevant documents included
For those who work actively with PDF documents, we are adding a new clever and timesaving features to Next®.
Imagine that you have a Monthly Statement in Next® listing all the transactions you have with a specific customer. As Relevant documents to this Monthly Statement you have all Invoices, Credit Notes, and Payments.
With the new Make combined PDF, you can with a single click create a new PDF containing not only the original Monthly Statement, but also all relevant Invoices, Credit Notes, and Payments.
The same feature is highly relevant for orders, accumulating invoices, cases, and contracts.
This contract has 11 appendices I'd like to include. And 6 associated emails, I'll leave out.
By the way, if any of the Relevant documents are not yet in PDF, Next® will do whatever it can to make it.
In addition to making a combined PDF from the detailed view of a document, you can do the same from any list of documents.
Future enhancements
No enhancements are planned.
For the techies
Only Relevant documents setup using Search forms can be included in a Combined PDF.
A limit of 100 Relevant documents is imposed for for each Combined PDF.
Additional information
Please refer to the online product guide for additional information on this feature, once it is released.
Commercial terms and conditions
The new feature - Make combined PDF - is a part of the extension , and comes for free to anyone with a valid license to this extension.
Any consultancy assistance will be invoiced.
Disclaimer
Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.
Details
Title:
Make combined PDF with relevant documents included
Type:
New optional feature
Status:
Released
Expected release:
January 2022
Affected products:
Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® ExCustody
Next® Invoices
Next® Mailroom
Next® Processes
Audience:
End user
Classification:
Public
Responsible product manager:
Kim Hellum
Updated:
21.01.2022
By:
Kim Hellum