Customization hacks in Zoho Writer - Part 2

Customization hacks in Zoho Writer - Part 2

Hey community,
 
We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in!

Document ruler units

Imagine you're creating a project proposal that includes detailed page layouts and you need to align images and text boxes accurately. By changing the units from inches to millimeters, you can easily adjust the header, footer, and margins to match your preferred measurements. Learn how.


Comment visibility

If you're working on a document with a team, you might want all collaborators to see your comments. However, if some comments are only relevant to specific team members, you can limit visibility to those individuals. Writer lets you customize who can see your comments, including the following options:
  • All collaborators
  • Only you
  • Custom settings

Email notifications

If you're managing a critical project document and need to stay updated on every change, you can set email notifications for all changes. Alternatively, you can adjust the notification settings if you only need to know when someone comments, or you can disable email notifications entirely if you prefer not to be disturbed by updates. Options include:
  • Notify for all changes
  • Notify for comments only
  • No notifications
You can set these preferences as the default for all future documents to ensure consistent notification settings across your documents. Learn more.



Try these out and let us know if you want to learn more. Comment below about the aspects that you personalize most while writing!
 
Reach out to us at support@zohowriter.com or support@eu.zohowriter.com if you got any questions.
 
Happy writing!

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • 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   Typing
                                                              • Tip #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 merging
                                                              • Tip: #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. You
                                                              • Tip #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 style
                                                              • Tip #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


                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books

                                                                                                                  Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,
                                                                                                                • About Meetings (Events module)

                                                                                                                  I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the
                                                                                                                • How can I hide "My Requests" and "Marketplace" icon from the side menu

                                                                                                                  Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,
                                                                                                                • PDF Annotation is here - Mark Up PDFs Your Way!

                                                                                                                  Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No
                                                                                                                • Ability to assign Invoice Ownership through Deluge in FSM

                                                                                                                  Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
                                                                                                                • How do you do ticket add ons in Backstage?

                                                                                                                  Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin
                                                                                                                • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

                                                                                                                  Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
                                                                                                                • validation rules doesn't work in Blueprint when it is validated using function?

                                                                                                                  I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
                                                                                                                • Pull cells from one sheet onto another

                                                                                                                  Hello all! I have created an ingredients database where i have pricing and information and i want to pull from that database into a recipe calculator. I want it to pull based on what ingredient I choose. The ingredients database has an idea and i want
                                                                                                                • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

                                                                                                                  Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
                                                                                                                • Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

                                                                                                                  Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From
                                                                                                                • How does Zoho handle support operations for our EU users?

                                                                                                                  Dear Zoho users, We have some news and reminders about how we handle support operations for Zoho users in the EU Data Center. This is part of our broader commitment to ensuring GDPR compliance and providing secure data handling for all users. We'd like
                                                                                                                • Sender Email Configuration Error.

                                                                                                                  Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
                                                                                                                • Layout Adjustment.

                                                                                                                  Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I am
                                                                                                                • Let us view and export the full price books data from CRM

                                                                                                                  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
                                                                                                                • Anyone in Australia using Zoho Books AND has their account with NAB?

                                                                                                                  Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
                                                                                                                • Zoho Often Lag

                                                                                                                  Desk Team, We've noticed that Desk, Creator & other apps seems to lag more these days. We often refresh multiple times.
                                                                                                                • Offer already made- but I withdrew it

                                                                                                                  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've
                                                                                                                • Importing into the 'file upload' field

                                                                                                                  Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work. Moderation Update: The option to import into File Upload and Image Upload fields has been supported. Read
                                                                                                                • Layout Rules Don't Apply To Blueprints

                                                                                                                  Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
                                                                                                                • Why is the ability Customize Calls module so limited?

                                                                                                                  Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
                                                                                                                • Zoho Desk blank screen

                                                                                                                  opened a ticket from my email, zoho desk comes up blank, nothing loads. our receptionist also gets the same thing under her login on her computer. our sales rep also gets same thing on zoho desk at his home on a different computer. I tried clearing cache/history/cookies,
                                                                                                                • Optimum CRM setup for new B2B business

                                                                                                                  Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have
                                                                                                                • filter on sheets mobile (iOS, iPadOS) does not work

                                                                                                                  I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: desktop screenshot on iOS the filter dropdowns are not there and there is no way to add them mobile iPadOS looks the same
                                                                                                                • 【Zoho CRM】商談タブへのデータインポート

                                                                                                                  Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 (弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。) どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 (投稿先が間違っていましたらご指
                                                                                                                • Add Custom Reports To Dashboard or Home Tab

                                                                                                                  Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                                • Canva Integration

                                                                                                                  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                                • Can't edit Segments

                                                                                                                  Happening with 2 different Zoho One environments, in different browsers. Please fix.
                                                                                                                • Zoho Sheet for Desktop

                                                                                                                  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                                • Transfer ownership of files and folders in My Folders

                                                                                                                  People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there
                                                                                                                • Consumer Financing

                                                                                                                  Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them
                                                                                                                • Subform edits don't appear in parent record timeline?

                                                                                                                  Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                                                                                                • Zoho CRM - Option to create Follow-Up Task

                                                                                                                  When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
                                                                                                                • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                                • File Upload field automatically replaces spaces with underscores – support experience

                                                                                                                  Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in
                                                                                                                • Deluge function to copy parent record file upload field to child record file upload field

                                                                                                                  I'm stuck trying to write a deluge function that is triggered via automation in child record "Appointments," confirms if a file is in file upload "Report" field of parent "Contacts" record via Contacts lookup field "Contact_Name". If no file is in parent
                                                                                                                • Zoho Books Sandbox environment

                                                                                                                  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                                • Make panel configuration interface wider

                                                                                                                  Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.
                                                                                                                • Image Compression Options

                                                                                                                  Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report
                                                                                                                • Cannot get code to work with v2.mergeAndStore!

                                                                                                                  Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of
                                                                                                                • Next Page