Say hello to an improved way to merge documents!
Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.
If you haven't seen it yet, you can read the main announcement here.
Here is the full list of the features we've rolled out:
1. Dynamic Table Headers and repeated blocks
After listening to our latest user feedback, we knew these two features were a must-have.
Subform creation
Subforms are field groups that mostly denote choices, transactions, and other activities registered under a single record. With Writer, you can now create such field groups within a record that, when merged, will dynamically grow based on the records in your data source.
1. Dynamic Table Headers and repeated blocks
After listening to our latest user feedback, we knew these two features were a must-have.
Subform creation
Subforms are field groups that mostly denote choices, transactions, and other activities registered under a single record. With Writer, you can now create such field groups within a record that, when merged, will dynamically grow based on the records in your data source.
For example: Say you want to keep track of the products purchased by a certain customer. In this case, "Customer" is a record, and "the products they purchased" are recorded as a subform under their name.
Subforms can be mapped to a related subform in a data source, like Zoho Creator, Zoho CRM, and more.
Repeating blocks
You can now repeat blocks as a paragraph, a table row, a table cell, or a table column. For instance, if you're listing the names of books, their authors and descriptions, you can just use the Repeat option of your choice, select the merge fields that carry those details, and insert it into the document.
The selected blocks with all the information you need would then automatically be repeated for each book in your data source.
2. New field types
You can now choose from a variety of different field types to up your template-creation game.
Same field, different configurations
In case you would want the settings of a field to be different in one or a few places alone, we added a new "change for this instance" option. This way, you can tweak format, output type, and other value settings for a particular instance of a field without affecting other parts of the document where the same field is used.
Repeated blocks? Auto-number it!
If you're working with repeated blocks using the repeat field or subform fields, you can assign auto-increment serial numbers by simply inserting the new "Auto-number" field before them.
Embed fields to make documents more interactive
Here's something to make your templates more personalized for each of your recipients: You can now add unique, interactive elements for each of them using an Embed field. This makes it easier to add map locations for each of your records or add contextual video links to guide them.
Placeholder images in templates
You can now apply custom placeholder images to image fields in Writer based on the type of document you're working with.
In addition to giving your template designers better layout control over the template, placeholder images also let the user know the type of image to be inserted or attached.
3. Tools to format those field types
What's the point of so many different field types if you can't adjust them to your liking? That's exactly what we did.
Shortened field names
There could be fields in your data source whose names are way too long, making your templates look untidy or unclear. Long field names could also denote that your content might look drastically different if the values those fields have are usually much shorter.
3. Tools to format those field types
What's the point of so many different field types if you can't adjust them to your liking? That's exactly what we did.
Shortened field names
There could be fields in your data source whose names are way too long, making your templates look untidy or unclear. Long field names could also denote that your content might look drastically different if the values those fields have are usually much shorter.
To tackle this, we're introducing a provision in which you can shorten the names of fields in your merged documents.
Formula that output!
Know that feeling when you have everything ready and merged in your output document except for the final cost of your products? That's why we've introduced formulas in merge fields: so you no longer have to calculate your figures manually. You can now use formulas to calculate your merged output using the desired functions.
Formula that output!
Know that feeling when you have everything ready and merged in your output document except for the final cost of your products? That's why we've introduced formulas in merge fields: so you no longer have to calculate your figures manually. You can now use formulas to calculate your merged output using the desired functions.
Personalized date formats
Certain documents require dates to be written in a certain format. For instance, formal letters require the date to be written in full with the day, month, followed by a comma and the year. With Writer's new update, you can now change the format of the merged date to suit your purpose.
Display past or future dates
The date field provides an easy way to display the current date, but what about when you want to display a past or future date?
For instance, if you're sending renewal reminders and the renewal date is 3 months from the subscription date, you can simply add "3" in the months option or add the number of days for the interval in the days field, and Writer will automatically calculate and enter the renewal date in the field. Similarly, you can do the same to enter dates that are even prior to the subscription date.
Rich text
The fields in your data source may carry links, or even have different styles. Merge fields in Writer are now enabled with rich text to retain the style and format of the fields from your data source after merge.
Number and currency field formatting
Just like how you can change the format of date fields, you can also do the same with number and currency fields. Legal documents, for instance, require values to be presented in the correct decimal and currency format. In such cases, all you have to do is simply change the format of the merged values by using the number formatting option.
4. Other handy merge upgrades
We didn't just stop there. Here are three more upgrades we think will enhance the way you work with your documents pre- and post-merge.
Customize merge docs with sign settings
Create sign-ready, customized documents for specific clients that your colleagues can check, change a few things if needed, and then send for sign immediately with the configuration you've set for them. This gives you that final layer of review and confirmation before sending out a contract to clients.
Detailed merge reports
Now, stay on top of your merged emails by tracking when they have been viewed or read by your recipients and how they are interacting with your links.
Lastly, the automation panel gets a new look!
That's right. Based on what some of you told us, we've improved the automation panel by making it easier for you to access "Prepare" and "Run Merge" steps distinctly from the panel at any time.
That's all for now. Let us know what you think of these updates in the comments below.
Read the main announcement here.
Happy merging!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Rhema R
Stefan
Gautham Balaji G
Ricky Chan
Shaun Jude O Brien
Sticky Posts
Zoho Writer's WordPress extensions
Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single windowEasily perform calculations using dates with the new DATEDIF function
Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:Date-based conditions and filters
Configure conditions with date Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if theIntroducing group by, aggregation, and repeating regions in mail merge templates
Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can nowSay hello to an improved way to merge documents!
Automating all your documents from start to finish is now easier than ever with Writer's new merge tools. If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents
Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. WithAccounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App
Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from theAccounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile
Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web appAuto Generated Invoice number YEAR
Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.Books generiert keine valide XRechnung
Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books tretenWHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA
Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a wayInvoice import error - duplicate customer name column - there are no duplicates
It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on FebruaryCustomize Layout
I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers
I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, insteadUK MTD ITSA
UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do inPartial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about thisZoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we'reNew user After moving over from QBO
New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: TheSole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...
Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My servicesMulti-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)
We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in BoxesDisputed Purchase Invoices
We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree theirNo TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before weCBSA - GST CHARGES on imports
Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based onZoho Books
How do I manually insert opening balance?Sales order & purchase order item links for item details
This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,Bank charges are applied. Please select a bank account.
Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdownHow to add receipts
How to add receiptsSupport for auto-upgrade in TrueSync (for Windows)
WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) SupportedWorkDrive API Documentation
WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.March 15, 2023: Zoho Docs is discontinued
As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaborationIntroducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)
Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcementAsk the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts
Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-poweredExternal download link limit
Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files inDynamically catching new file creations
I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".Rotate an Image in Workdrive Image Editor
I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and uploadWorkflow workdrive rollout
Hi! When will workflow be rolled out to all users? Thanks.Creating and managing a Team Folder using WorkDrive TrueSync
Hello everyone, Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders? We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSyncEdit images seamlessly with WorkDrive's built-in Image Editor
Are you tired of switching between multiple tools just to make simple edits to your images? We understand the hassle, which is why Zoho WorkDrive now comes with a built-in image editing tool, powered by Zoho Annotator. This tool allows you to edit imagesSupercharge your email workflow with WorkDrive's add-in for Microsoft Outlook
Consider this: You’re handling a critical project, and your inbox is packed with important attachments, email threads, and client communications. The back-and-forth routine of downloading files to your computer, uploading them to WorkDrive, and manuallySecure and promote your content with Custom Watermarking
Imagine this: You’re a professional photographer who regularly shares your work online with potential clients and collaborators. Recently, you notice that some of your images have been reposted without any credit or permission. This not only impacts yourJoin us in Singapore for the Zoho WorkDrive User Group meetup!
Hello, everyone! Exciting news! We'll be hosting an upcoming Zoho WorkDrive user group meetup in the beautiful city of Singapore this November. At this Zoho User Group meetup, we'll guide you through ways to use WorkDrive as a platform and build customWorkDrive TrueSync now supports ARM64-based Windows devices!
We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experienceOption to Disable Download for Documents Shared via Permalink
Dear Zoho Writer Team, Currently, when sharing a Writer document using the regular permalink (Collaborators with external users), there is no option to restrict the ability to download the document. While the external share link allows such restrictions,How to Download a File from Zoho WorkDrive Using a Public Link
How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teamsNext Page