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.
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