Hello team!

I have been exploring the Email Document Merge tool in the CRM, which sends me to the Zoho Writer to create the Document Merge. It is already connected with the Zoho CRM and I would like to explore a bit its functionality before trying to create an automation. However, I have not been able to do so.

I followed the documentation here: https://www.zoho.com/writer/help/document-merge-output-options.html

But Step 7 on "Merge and save as individual files" says I will find the "Create" button which I could find anywhere.

Basically, what I am trying to do is a Document Merge that will use details in a Custom Record such as due dates and amounts, to create invoices at the specific due dates.

I want to explore a Custom Field I created in the document merge editor with type: Value Count, to try to make an automated invoice numbering tool.

The idea is that then all this will be automated via workflow (Invoice creation, sending and storing in a folder). In order to do this, I first need to run some iterations to see if I am able to create a unique number for each invoice, preferably ordered, and store it accordingly.

How can I start by testing these document merges in the Zoho work drive?

Best regards,

J.