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Combine PDF Exhibits

Merge case exhibits in order and link the PDF for review

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Combine case exhibits into one PDF
Reads
  • Case ID
    Case ID

    Your case trigger sends this ID so the Agent can open the right case.

  • Exhibit links and order
  • PDF exhibits
    PDF exhibits

    Your linked PDFs contain the pages the specialist wants in one file.

  • Destination folder
    Destination folder

    Your chosen shared folder holds the finished PDF.

Support case system
Support case system

Your support case system identifies ready cases, provides their exhibit order, and holds the finished link or a blocker note.
Shared file storage tool
Shared file storage tool

Your shared file storage tool supplies the linked PDFs and stores the combined file with a view link for your team.
Are fewer than two PDFs linked, or is their order unclear?YesNo
Note what is missing and mark the case needs input.
Writes
  • Needs-input note
    Needs-input note

    Your case gets an internal note naming a missing order or a troublesome exhibit.

  • Needs-input status
    Needs-input status

    Your case shows that the specialist must fix the links or their order.

Is a linked PDF outside the folder, unreadable, or protected?YesNo
Name the exhibit and mark the case needs input.
Writes
  • Needs-input note
    Needs-input note

    Your case gets an internal note naming a missing order or a troublesome exhibit.

  • Needs-input status
    Needs-input status

    Your case shows that the specialist must fix the links or their order.

Combine every PDF page in the requested file order.
Did saving the PDF or creating its view link fail?YesNo
Note the failure on the case for a retry.
Writes
  • Save failure note
    Save failure note

    Your case gets an internal note about a save or link failure so you can retry.

Post the PDF link and mark the merge complete.
Writes
  • Combined PDF
    Combined PDF

    Your shared folder holds one PDF with every requested exhibit in order.

  • PDF view link
  • Completion note
    Completion note

    Your case gets an internal note with the PDF link and exhibit order.

  • Completed status
    Completed status

    Your case shows that the merge request is complete.

This Agent starts when you mark a case ready with ordered PDF links. It combines the linked exhibits and saves the PDF in your shared folder. Your specialist gets its view link in an internal case note.

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Google Drive
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Google Contacts
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Microsoft Office 365
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Made for your industry

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Made for your role

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Made for your department

Combine PDF Exhibits is made for people in these departments.

How Combine PDF Exhibits works

4 steps, in order, on every run.

  1. Read the exhibit orderRead the case and its comments for ordered PDF links. Mark the case needs input and explain missing links or an unclear order.
  2. Open and combine the PDFsDownload the linked files from your shared folder and check that they open. Combine their pages in the case's requested order.
  3. Save the combined PDFSave the PDF in your chosen shared folder and create a view link for the support team. Leave the case uncompleted and add a note if saving or linking fails.
  4. Link the PDF on the caseAdd the view link and exhibit order in an internal case note. Mark the merge request complete so the specialist can review it.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Google Contacts or Microsoft Office 365.

3 tools
Set your rules
  • Choose the case tag that means the exhibit links and their sequence are ready for merging.
  • Choose the shared folder for source exhibits and finished PDFs, and give the Agent read and write access to it.
  • Choose the case tags for completed merges and cases needing corrected links or an order, and set the finished PDF link to be viewable by the support team.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Combine PDF Exhibits:

What do I need to set up?

You choose the case tags for ready, completed, and needs input. You also choose a shared folder and give the Agent access. Set the finished link so your support team can open it.

What happens if a link fails or the order is unclear?

Your specialist sees an internal note naming the problem. The case gets a needs-input tag so your specialist can correct the link or order.

Does it rearrange pages within an exhibit?

No. You choose the order of complete PDF exhibits, and the Agent appends every page from each file in that order.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.