Tip #09: Let your clients take out personalized copies of a document by filling in a form.
Writer is integrated with Zoho Forms to let your clients collect their personalized copies on the go. All they have to do is fill out a form.
In this post we'll talk in detail about how Writer can help you automate everyday paperwork and save time.
Let's consider the below scenario.
It's 9:30 A.M on Monday and three of your employees have requested for their Bonafide Certificates.
Traditionally, delivering personalized documents for your employees would first require you to get the necessary information from them. This can be a back and forth process if you don't get all the information at once. Finally, after receiving all the data you need, you'd have to craft documents for each employee individually, which can be a strenuous and time-consuming task.
Despite your busy schedule, here's how Writer can help you deliver the requested Bonafide Certificates in a jiffy.
1. Open the template document.
2. Go to
More Options > Automate tab > Merge on form submission.
If you haven't set up your Zoho Forms account yet, the pop-up will ask you to login. Learn more about this
here
.
3. Click on
Create a new form
in Writer and you will be redirected to Zoho Forms.
4. Now create a form with the personal fields required for the Bonafide Certificate and click
Save.
5. The forms you've created in your Zoho Forms account will automatically show up in Writer. Now select the form you want and click
Link Form.
The form fields will now get linked to your Writer account.
6. Place the form fields across your template document.
7. After you've placed the fields, you can choose what to do after your employees collect their personalized copies of the document.
a) Save a copy to a folder - This will automatically save each client's personalized copy to a folder of your choice.
b) Email the document - This will send the personalized copies of the document via email to multiple recipients.
c) Send for signature - This option lets you configure your sign workflow and sends the personalized copy of the document to recipients or other signatories for signature collection.
d) Push data to Zoho Sheet - The details entered by your employees in Zoho Forms will automatically be pushed and stored in Zoho Sheet.
e) Allow respondent to download the document - This lets your employees download personalized copies of the document after they fill the form created in Zoho Forms.
8. After you've chosen your output options, click on Share Form to share the URL of the form you created with your employees.
Now all that your employees have to do is fill the form you created in Zoho Forms and they can download a personalized copy of the template document themselves.
And would you look at that, it's only 9:45 AM on Monday and you already have three happy employees :)
Click here to learn more about form automation.
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Sticky Posts
8 Neat Tricks in Writer You Should Know About
Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list. 2. Insert images, tables and more TypingTip #26: Filter your records before merging a document
Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees? Simple, by filtering and mergingTip: #11 Collaboratively fill documents with your colleagues and clients
Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team. Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. YouTip #07: Five best defaults in Writer you can change to complement the way you work
Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead. From font styles to auto correct options and more, here are the five best defaults settings you can control. 1. Default font style Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default. To do this, go to More Options > Format > Font. Choose a font styleTip #06: Make the best use of Zia in Writer
About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it. Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece. Every time you write, Zia makes a scorecard after carefully assessing your
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