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How to Set Up Document Packages (Combined PDF)

A Document Package is a single combined PDF made from every attachment on a Wrike task or project. When a task or project changes to your trigger status, TurboDocx gathers its attachments, converts each one to PDF, merges them into one file (oldest first), and attaches the finished Document Package back into Wrike.

This is the Create Document Package automation action. Use it to roll loose deliverables, photos, and supporting documents into one tidy hand-off file.

Prerequisites​

  • A connected Wrike account (see Setting Up a Wrike Automation)
  • A Wrike workflow status you want to use as the trigger, and the folder or project you want to monitor
Start with the base setup

This guide picks up at the automation's action step. If you have not connected Wrike or chosen a trigger status and folder yet, follow Setting Up a Wrike Automation first.


Open the Wrike automation builder​

Step 1: Open the Wrike configuration​

On your template's Details page, click the "..." (three-dot) button in the top toolbar, then click Configure Wrike in the menu that opens.

Template Details page with the Configure Wrike menu item highlighted

Step 2: Start a new automation​

The Wrike Automations window opens and lists your existing automations. Click the Create Automation button near the top right.

Wrike Automations window with the Create Automation button highlighted

Step 3: Choose a trigger status​

On the When to trigger step, click the Trigger Status field and pick the workflow status that should start the automation. Then choose the automation scope (Folder Level or Account Level) and click Next.

When to trigger step with the Trigger Status field highlighted

Works on tasks and projects

The Document Package is built from whatever item hits the trigger status. When a task triggers, its attachments are merged; when a project triggers, the project's attachments are merged.


Configure the Document Package​

Step 4: Select the Create Document Package action​

On the What to do step, click the Create Document Package card. Its description reads "Combine all attachments into one merged PDF." Then click Next.

Action selection step with the Create Document Package card highlighted

Step 5: Choose which file types to include​

The Configure Document Package step opens with a How it works summary at the top. Under File Types to Include, tick the attachment types you want merged into the package:

  • PDF
  • Word (DOCX)
  • PowerPoint (PPTX)
  • Images (JPG/PNG)

Leave a type unchecked to skip those attachments. At least one type must be selected.

File Types to Include section with all four checkboxes highlighted

Step 6: Name the output file (optional)​

In the Output File Name field, type a name for the combined PDF. Leave it blank to use the default name, Document Package.pdf.

Output File Name field highlighted

Step 7: Choose where the Document Package is attached​

Under Attachment Destination, click the Attach Document Package To dropdown and choose where the finished file lands:

Attach Document Package To dropdown highlighted

  • Wrike Task — attach to the task that triggered the automation.
  • Parent Folder — attach to the folder that contains the task.

Attach Document Package To dropdown open showing Wrike Task and Parent Folder options

Pick an option, then click Next.

Step 8: Name and create the automation​

On the Review & activate step, the Automation Blueprint summarizes the trigger, scope, action, file types, output file name, and attachment destination. Type a name for the automation in the Name Your Automation field, then click Create Automation to activate it.

Review step with the Create Automation button highlighted


How it works at run time​

When a task or project changes to your trigger status, TurboDocx:

  1. Gathers the attachments on the triggering task or project
  2. Converts each included file to PDF and merges them oldest-first
  3. Attaches the Document Package back into Wrike
Re-running replaces the package in place

If the automation runs again on the same item, the new Document Package replaces the previous one in place instead of creating a duplicate. Add or update attachments and re-trigger to refresh the combined file.


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