Tip #25: Send unique attachments to all your recipients at once
Tom is an HR and he wants to bulk send onboarding letters to all the new employees, with each letter attached with the responsibilities unique to each employee's designation. Conventionally, since the attachment is unique to each employee, it would be manually added to the respective employee's letter. However, since Tom has to send out 200 letters, manually adding these attachments would be a strenuous and time-consuming process.
Using Writer, you can easily attach unique files to multiple letters at once.
Here's how:
1. Go to More Options > Automate > Merge using existing data.
2. Select the data source from where you'd like to add the merge fields from. Since Tom has the employee details saved in Zoho Sheet, let's choose Zoho Sheet.
3. From Choose Output, select the Merge and send via email option and click Proceed.
4. Click on Add attachment > Add Unique Attachment.
5. There are two options. The first option allows you to pick up the files from the field(spreadsheet/CSV) containing the attachment URL's.
6. The second option lets you pick the folder containing the attachments and then map the attachment file to the field value.
7. If you're choosing to pick files using the attachment URL, then click on Field Containing Attachment URLs and then select the field from the data source containing the URLs. Please note that the attached URL's must be publicly accessible.
8. If you want to pick the files from a folder, then click on Folder Containing Attachments. Now choose the attachment files from the folder and map it to the associated field name (each value containing a unique name). After you've finished, click Done.
9. If you wish to apply these settings for future merges, check the Remember these settings except for passwords (if any) for future merges option.
10. Tom now has all the letters ready to be sent with the correct unique attachments.
Click here to learn more about unique attachments.
Happy writing!
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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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