I am fairly new to Writer but my goal is to integrate with other Zoho One apps and minimize the use of apps outside of Zoho.
I have a construction company and for each project I need to create work packages and specifications in the most efficient way that builds on all work I have done in the past. My approach so for it to:
1. Create master boilerplate templates using tables
2. Create a new job specific Writer document
3. Copy/Paste job specific items into new document or save as and simply delete all info that does not apply to a specific project. I do have over 150 categories so there is potentially quite a bit to delete or paste to job specific document. I would also like this to be created from within my CRM so I can leverage auto populating.
I am looking for any feedback on how this can be done.
Thank you