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DocMergy: Inserting non-image files as images (e.g. PDF)

How to automatically render PDF files as images within DocMergy files

There may be cases where you want to embed content from a PDF within your generated document/slide/sheet, but unfortunately this is not supported by leading Office Suites.

Our mission at Integration Glue is to help organisations connect and automate the boring stuff - so you can work on what matters.

Manually converting PDFs to images and inserting them within your files is boring! So we created this solution to automatically generate an image from the file if it is a PDF.

Supported Document Platforms

Current

  • Microsoft Office: Word.

Planned

  • Google Drive: Docs, Slides.

  • Microsoft Office: PowerPoint.

Supported File Types

Images

  • PNG (.png)
  • JPEG ( .jpg,  .jpeg)
PDFs
  • On document generation, PDFs will be automatically converted to a supported image format, stored as a temporary file and inserted within your file.

Process

Existing templates:

  1. Add the reader_file token to your template.

For Word:

  1. Update the template file location referenced from the DocMergy generate file action.

New templates:

  1. Create/update your existing template in Microsoft Office or Google Drive (note above current support).

  2. Add the reader_file token to your template.

  3. If Microsoft Office:
    1. Add your template to a location that can be accessed by DocMergy.
  4. Create a new Workflow in HubSpot.
  5. Add the relevant DocMergy action to generate your file.
  6. Complete the required action fields.

Tokens

Base token

  1. Copy and paste the following token into your template.

  2. Replace the file_property reference with the internal name of the Object property.

render_file({{ object.file_property }})

If the property contains one or more files, the files will be inserted into the document one after another with a new line in-between.

Control the inserted image size

You can optionally control the size of the inserted images using pixel values.

See DocMergy: Insert a Private Image for more details.

Exclusions / Not-supported

  • This feature currently dose not support looping or repeating content - if you have an existing public image file, in the correct format and size you can use the standard insert image token approach.