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