Hello everyone,
Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience.
Sender email address in mail merge
Send merged documents from your primary, secondary, or system email or a group alias address to ensure your emails look professional. You can choose any of the above options while configuring merge and email settings in Zoho Writer.
You can also set up a custom name for your merged documents. This ensures that your emails are sent from the correct address, helping maintain consistency and professionalism.
Here's more info.
Steps to customize the sender address in a merge template
- Open your merge template in Zoho Writer and click the hamburger menu.
- In the Automate pane, select Merge and send via email under Configure Output.
- Under From Address, choose your preferred sender address from the dropdown list. Learn more about adding a secondary email address.
Org default template
To maintain a consistent look and feel across all documents created within your organization, the admin can set up an org default template. This template can include your company logo, header, footer, font styles, and other formatting preferences. These templates provide a streamlined approach for members within an organization to utilize predefined document formats consistently.
Date & time zone formats
Zoho Writer allows you to customize these settings to match your regional preferences or organizational standards. This can be especially useful when collaborating with international teams and clients.
Steps to set date & time zone formats
- Go to Settings and select Language and Region.
- Choose your locale for accurate number formats, currency, spelling, and grammar.
- Then select your preferred date format (e.g., MM/DD/YYYY, DD/MM/YYYY) and time zone.
Stay tuned for more productivity tips in our upcoming posts!
Until then...
Happy writing!