We recently created a new Win2PDF Plug-In for a customer and it’s useful enough to share with all Win2PDF users. The Win2PDF Append File Plug-In allows you to append a standard file to any new PDF created using Win2PDF. While this Plug-In can be used for a variety of situations, here’s what the customer wanted:
When members of their accounting team printed a new purchase order (PO), they wanted to easily attach a standard company-specific Terms and Conditions sheet to each PO, like this:
While the Win2PDF Append feature has always been available, the new Plug-In streamlines the process to just a simple check-box. When the Plug-In is installed, a check-box for Append PDF appears on the main Win2PDF File Save Window, as shown here:
By simply checking this Append PDF checkbox on the main screen, the customer can add their Terms and Conditions sheet to POs without having to go through any extra steps. When printing other types of documents that do not need this extra sheet, they just uncheck this box.
To activate this Plug-In, download the Win2PDF Append File Plug-In setup file. Then run the compiled setup program and choose your pre-set file to append (e.g., “Terms and Conditions.pdf”).
While this particular customer had a Terms and Conditions sheet they needed to add to POs, the same Plug-In could be used for a variety of other applications, like:
- Add a customer contact sheet to certain documents,
- Add instructions to a specific form that is generated for clients,
- Add a tax-exemption form to purchase orders,
- Add payment options, bank details, etc. to invoices, or
- Add any type of legal certificate or contract or addendum that may be commonly attached.
Do you have something in your PDF workflow that could be improved? If so, let us know.