[Webinar] Streamline your document review process with Zoho Writer's workflows
Hi,
We're excited to announce Zoho Writer's upcoming webinar: Streamline your document review process with workflows. Learn how workflows can help improve and expedite your document review and approval processes.
This webinar will take place on May 11, 2023 at 2 PM IST/GMT/EST.
In this webinar, you'll learn about:
Enabling a workflow for your team/organization
Setting up and initiating the document workflow for your needs
Setting up due dates with automated reminder notifications
Defining post-workflow actions, and more
We'll also show a live demo of the workflow capabilities in Zoho Writer.
We hope to see you in the webinar!
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
Varadarajan AR
Hailey
Sticky Posts
[Webinar] Simplifying document workflows in financial services with Zoho Writer
Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar[Webinar] Streamline your document review process with Zoho Writer's workflows
Hi, We're excited to announce Zoho Writer's upcoming webinar: Streamline your document review process with workflows. Learn how workflows can help improve and expedite your document review and approval processes. This webinar will take place on May 11,[Zoho Writer Webinar] Tips on collaboration control in Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll[Zoho Writer Webinar] Working with tables in Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take[Zoho Writer Webinar] Customize Writer to suit your business process
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of August 2023: Customize Writer to suit your business process. This webinar will cover the various ways to customize Writer to streamline business processes and improve
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
Open a popup window from inside Record A and stay on the record after saving Record B
Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the followingHow to integrate single-sign-on using Linkedin in Zoho Creator
How to integrate single-sign-on using LinkedIn in Zoho Creator need step by step integration.Stage-Probability Mapping
How do I answer this question in analytics? What is the Closed-Won percentage of all Deals that reach a given stage? Another way: Of all Deals that reach the Artwork/Price Quote stage, what percentage of them become Closed-Won? I want to populate theGenerate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.What’s New in Zoho Expense: January - March 2025
Hello users, We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between JanuaryAsk the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025
Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations toOnboarding Zoho sign documents?
I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This partCreating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.DKIM record Missing
zoho says 'DKIM record missing' at the zohomail spf and dkim validation page. dkim record is most certainly in the wix dns settings. anyone had this issue?zohomail - sending faxes via email using thexxxxxx@faxage.com format
anyone doing this? zohomail - sending faxes via email using thexxxxxx@faxage.com format we do every so often send faxes using faxage.comPermissions on Views
Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizationsLooking to Hire: Zoho Creator Developer for Vendor Dashboard Portal
We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-timeWhat is Resolution Time in Business Hours
HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistanceIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theRepeating Images in Emails
Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of theWhy ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)
I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").Can we customize the default client-facing icons?
Is there any way to customize the client-facing icons that display in the Zoho Bookings UI? For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service." The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons toQuick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, fromMany Deals to one Contact - Syncing issue
Hi, In our CRM we have multiple deals to a contact. We have a field in deals called "Contract Type" - sometimes they are "business" and sometimes they are "personal" deals. I want to be able to send different emails to contacts depending on this field.How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!
How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,Zoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in ZohoZoho CRM Forecast - Exclude certain Deals
We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but ourPor que utilizar o Zoho Creator 6?
No cenário atual, as empresas enfrentam o desafio constante de adaptar seus processos com agilidade e eficiência. É aí que entra o Zoho Creator 6, a mais recente versão da poderosa plataforma low-code da Zoho — e no nosso novo vídeo, mostramos exatamenteBigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.
Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows
Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales teamZoho Bookings <> Oulook
When a user has their Outlook connected to Bookings should it be able to recognise existing meetings and not give those as available options ? If so, how long is the sync time : ie If i were to put a private meeting at 3pm in my Outlook, how long wouldCurrency Field Does Not show commas upon entry - leading to inaccurate entries!
Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is beingAnyone get the OpenAI API to work in Zoho Meeting?
Has anyone been able to get the OpenAI API to work in generating meeting summaries? I have been trying, but I get an error that says "OpenAI key notes request rate exceeded. Please try again later or upgrade your open AI account." I contacted Zoho supportm2 is converted to Kader when switching from Dutch to English
By default, our company works in Dutch. We sell a lot of products with m2 as a unit. Now we've noticed that if we change the language in Zoho to English, the usage unit 'm2' gets replaced by 'Kader'. We've got no idea why. I'd expect that the translationUI and other enhancements in Community module
Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the followingCheck Validation Rules all fields on Quick Edit on Record Details Page
I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fieldsE-Invoicing Automation
Do you have an API endpoint for pushing the invoice through the e-tims for KenyaEasy way to create task from call
In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!Can we have Backorder Management ?
Can we have Backorder Management ?Create Funnel to Track Email Outreach Conversion
Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and notPerformance -> Extend Service -> Forms: How to use created form?
So I have created a new Annual Evaluation form (cloned from the original one) and now I want to use it in an Appaisal cycle. QUESTION: How can I associate the form with the new Appraisal Template? Also, what is the difference between an Appraiser andZoho CRM - Rollup Field for "Total Calls TODAY"?
Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls madeMagento 2 as data source for Analytics
I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!validation function for Stage QC means QC Done fileupload field not empty on Save
validation function for Stage QC means QC Done field field not empty . if the fileupload has value also it showing the false statement on save how i fix this Also one more concern is Custom validation function work on blue print transaction. ///this isNext Page