Tip: #12 Publish fillable documents, and let your colleagues or clients take out personalized copies on the go.
Last week
we spoke in detail about how you can use Fillable Fields to collaboratively fill documents with your colleagues or clients. This week we're going to talk about how the same fillable document template can be published so that others can fill them up and take-out personalized copies of it without affecting the master document.
Consider the following scenario:
You're an HR and you have interviews lined up for new hires over the next few weeks. You're supposed to send each candidate a form which they have to fill out and bring to the interview. How exactly would you achieve this?
Traditionally, you would either individually mail the form or send the form via post to each candidate. It's a pretty time-consuming process (that sometimes by the time candidates receive the form and fill them up, the interview dates would probably be over!)
Here's how you can avoid this hassle and establish a process to send these forms to all the candidates easily:
1. Open the fillable document template.
2. Go to
More Options
(☰)
> Automate > Publish fillable documents.
3. You can either choose to publish the document to users within your organization (Click
Within Organization
for this) or to anyone on the web (Click
Publish to the web
for this). In this scenario, since the candidates are not part of the organization yet, select
Publish on the web
(which means that anyone who has access to the document link can open it).
4. If you wish to add more fillable fields into the document before publishing it, click on the
Fillable Fields
or
Signer Fields
links.(Click here to learn more about inserting fillable fields)
5. After choosing where to publish the document to, click on
Publish.
6. The link of the published document will be shown under
Published URL
. Share this link with the candidates and they will be able to access the fillable document. You can unpublish the document anytime by clicking on the
Unpublish
button.
7. Writer only recognizes the Fillable Fields as editable fields and protects the rest of the document from edits.
This way all that the candidates have to do is fill the document and download it by clicking the Download as PDF button on the top right corner. This will give them a personalized copy of the document that they can print and bring to the interview—all without affecting the master document.
Happy writing!
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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 TypingTip #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 mergingTip: #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. YouTip #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 styleTip #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
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