File management
ActiveMerge for your Agent
Flow can find and read files in ActiveMerge, and with read and write access it can save its drafts there.
It asks for your approval before it changes anything in ActiveMerge. Connect with an API key from your ActiveMerge account.
Connect ActiveMerge in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect ActiveMerge.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for ActiveMerge.
What Flow can do depends on what ActiveMerge offers through its API and on the access you choose.
Things to ask
Type these to Flow once ActiveMerge is connected.
- ActiveMerge
Find our latest ISO 9001 certificate in ActiveMerge and attach it to the bid.
- ActiveMerge
Save the filled technical offer to the tender folder in ActiveMerge.
About ActiveMerge
ActiveMerge is a document automation platform for generating documents, images, merged files, and e-signature workflows. It helps teams turn templates and stored files into finished, shareable documents faster.
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