Zoho Writer : nouvelles fonctionnalités pour vous aider avec la fusion de documents
L'année dernière, nous avons travaillé dur pour améliorer la fusion de documents, en ajoutant davantage de moyens d'automatiser et de personnaliser la création de vos documents. Aujourd'hui, nous sommes heureux de vous présenter de nouvelles fonctionnalités :
Graphiques dynamiques
Donnez vie à vos données ! Vous pouvez désormais générer des graphiques à partir de vos enregistrements et les inclure dans vos documents générés. Pour en savoir plus, cliquez ici.
Filtrer et trier les enregistrements
Vous pouvez désormais utiliser des filtres pour éviter que certains enregistrements ne soient fusionnés. Par exemple, vous pouvez segmenter vos enregistrements par pays et adapter votre document à chaque région. Ou, si vous disposez de plusieurs années de données brutes sur les ventes, vous pouvez générer automatiquement un rapport sur les ventes chaque mois en appliquant un filtre temporel tel que : "la date est à moins d'un mois d'aujourd'hui".
Texte conditionnel basé sur des critères de date
Nous avons également ajouté des options de tri aux tableaux d'enregistrements pour vous aider à explorer vos enregistrements à partir de Writer.
Partager les documents fusionnés sous forme de liens ou de codes QR
Nous avons ajouté la possibilité d'envoyer un lien public ou un code QR à vos utilisateurs, ce qui peut être plus facile que de joindre ou d'intégrer le document dans vos e-mails. Les liens générés permettent de savoir qui a ouvert le document et quand, et ils redirigent toujours vers la dernière version de votre document, de sorte que vous n'avez pas à vous soucier d'envoyer vos mises à jour aux utilisateurs.
Flux de travail sur mesure après la fusion
Rédigez des scripts personnalisés pour automatiser les actions que vous répétez après la fusion. Par exemple, partagez automatiquement votre document sur le compte Dropbox de l'utilisateur, ou générez une copie PDF et archivez-la dans un dossier WorkDrive.
Pré-remplissage automatique de vos formulaires PDF
Pour ceux d'entre vous qui utilisent Writer pour les formulaires à remplir, vous pouvez désormais utiliser la fusion pour exploiter les enregistrements d'utilisateurs existants afin de pré-remplir les champs des formulaires que vous leur envoyez, ce qui permet aux utilisateurs d'économiser du temps et des efforts.
Nous avons également simplifié les opérations suivantes :
- Numéroter automatiquement les documents qui sont générés à partir d'une fusion. Le numéro de séquence du document génère automatiquement un nouvel identifiant pour chaque document généré à partir d'un modèle. Par exemple, le numéro de facture "INV-22-01-009" comprend le mois et l'année, ce qui fait référence à la neuvième facture émise en janvier 2022. La première facture de janvier 2022 portera le numéro "INV-22-01-001".
- Partagez les modèles - fusionnez, signez ou remplissez pour en faire profiter toute votre organisation.
- Préférence pour contrôler les valeurs des champs de données vides dans la fusion.
- Les API de fusion en masse permettent aux utilisateurs de générer des milliers de documents à stocker, à envoyer par courrier électronique ou à envoyer pour recueillir des signatures. Pour en savoir plus, cliquez ici.
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
Florence Barbier
Sticky Posts
Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !
Bonjour à tous, Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionneDécouvrez Zoho Workplace
Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,Découvrez Zoho Learn
Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète
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
Can no longer upload my own Notebook cover
I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did thisZoho Desk - Cannot Invite or Register New User
Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to processCustom domain issue
I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notifiedHow do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?
Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders forZoho Editor
Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.The present is a "present"
The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, thisKPI Widget dashboard select periods
I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selectsMarket cap
Market cap formula?? Kaise nikaleNeed Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it
Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs toDirect Integration Between Zoho Cliq Meetings and Google Calendar
Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not justZoho sheet
Unable to share zoho sheet with anyone on internet with editer option only view option is showMail and OS
Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a userPersonal account created under org account
Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organizationAdd another account
How to add another mail account to my zoho mail.Recover deleted user
Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.No connection to the server
Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek OlbrysEmails missing from desktop but visible on phone
Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.Website Hosting
Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,Can not search zoho mail after update V.1.7.0
i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) availableHow to retreive the "To be received" value of an Item displayed in Zoho inventory.
Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not evenPayment on a past due balance
Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be usedKaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile
Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDKRemove "Invalid entries found. Rectify and submit again" modal
Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom errorNo Functional Autosave or Manual Save Button
Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I triedCadence reports as front-end reports
Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we canShow elapsed time on the thank-you page?
Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the dateEmail Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we haveI need to do crud with snippet html
I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some largerMeeting impossible to use when sharing screen
he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you areResume Harvester: New Enhancements for Faster Sourcing
We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we builtIncorrect “correct” password on email client apple mail
I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?Is it possible to lock editing subform rows?
Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the"Spreadsheet Mode" for Fast Bulk Edits
One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, andWhat is the maximum file size of a video upload in Zoho chat?
Can I upload a 20 mb video file and share it with my colleagues?Update a field in ALL all calls under a contact
HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,In place field editing for candidates
Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, howeverAutomatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseVerifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider
I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain'sNext Page