DocMergy: Inserting files as images

Supported files to render

This token allows you to render files such as PDF's, JPEG, JPG, PNG, WEBP, AVIF. 
If there is a unsupported file type you would like to add let us know here

Render file process

1. DocMergy recognises the render_file token
2. DocMergy reads the file/image data provided in HubSpot
3. Convert file to a renderable PNG for the following formats ( Image files are not converted)
   1. PDF 

1. Add in new paragraph after render_file token
2. Add image file into newly created paragraph
3. Delete paragraph where render_file token is located

Using the render_file function in DocMergy

Function Syntax 

Function syntax is the set of rules that define how to write a function, including its name, parameters, code block, and optional return value.

render_file(file_property, max_width, max_height)

Argument Breakdown

First augment breakdown [file_property]

• This is the HubSpot file property or Public URL used to reference the file you would like to render in your DocMergy template
• Usually this is a file property contained within the object that is triggered such as

Second augment breakdown [max_width]

• This is the max width you would like the rendered file to be limited to when placed in the document in pixels

First augment breakdown [max_height]

• This is the max height you would like the rendered file to be limited to when placed in the document in pixels

Basic token explanation

{{ render_file( {{object.file_pdf}}, 400, 400 }}

Here's what it means step-by-step:

• Look at the enrolled object property called "file_pdf" and get the file stored in this property
• "400" pixles is the max width of this image
• "400" pixles is the max heigh of this image
• Example output:
  • 

Association token explanation

{{ render_file( {{get_assocated_objects("deal", object.hs_object_id, "line_items")[0].pdf_specifations}}, 500 }}

Here's what it means step-by-step:

• First we use the get_assocated_objects function to
• "500" pixles is the max width of this image
• As no height is given aspect ratio will be kept the same.

 

Avoiding stretched images / incorrect aspect ratios

If you aspect ratio is different in the specified height:width within your token to the source image, the final inserted images will be stretched.

To avoid this:

• Recommended: Only enter a height or width.
• If you must enter a height or width. Try to ensure that your source image aspect ratio will be standardized or close to a standardized aspect ratio - hint: use the HubSpot Workflow Media Manager Actions app to resize and crop images to standard sizes.
• Calculate the source image standard ratio, e.g. width/height, then specify your  inserted images height and calculate your inserted images width.
• source width: 1,000px / source height: 500px = 2
  inserted width: 200px /  source aspect ratio: 2 = inserted height: 100px