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 formTip: #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 #10: Create contract and proposal templates you can repurpose every day
Letters, proposals, legal documents—you work with so many of them for so many different occasions everyday. Now you can forget about individually crafting documents for every process, and save time by doing it just once. Let's dive deeper. The Fillable Fields feature in Writer lets you insert editable fields to your documents and save them as templates. This way you can use the same template to create multiple contracts or proposals. Say you're entering into a new deal with a few new partners.Tip #09: Let your clients take out personalized copies of a document by filling in a form.
Writer is integrated with Zoho Forms to let your clients collect their personalized copies on the go. All they have to do is fill out a form. In this post we'll talk in detail about how Writer can help you automate everyday paperwork and save time. Let's consider the below scenario. It's 9:30 A.M on Monday and three of your employees have requested for their Bonafide Certificates. Traditionally, delivering personalized documents for your employees would first require you to get the necessaryTip #08: Control how collaborators view and edit your documents in Writer.
Co-authoring tools in Writer are designed to help you take ownership of your work, even when it goes through collaborators for multiple levels of review. As the owner of the document, you can control everything from viewing, editing to locking your work or even a part of it from collaborators. Here are the different ways Writer can help you stay in control of your collaborative process. 1. Lock content Say you've finalized just one part of your document, but want to share the document with usersTip #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 yourTip #05: Sending documents for sign collection using Writer
Entering into a business contract with multiple clients? Looking to collect all their signatures? Writer can help optimize your processes, and save time. Writer is integrated with Zoho Sign to let you go from creating contract templates to sending them out for signature collection and tracking the entire process, all from a single platform. Here's how you can create a signature collection workflow in Writer: 1. Prepare your template document Start by creating your contract and inserting necessaryTip #04: Signing documents yourself using Writer
Time to give your paperwork some digital transformation. Writer is now integrated with Zoho Sign to let you sign as well as collect signatures securely from wherever you are. In this post, we'll talk in detail about how you can easily add your wet-ink signatures to documents. Say you received an NDA from your partner and it needs your signature as soon as possible. Traditionally, you would take a print out, sign the document, scan and mail it back to your partner—making it a strenuous and time-consumingTip #03: Using Writer Offline to work on your documents from wherever you like.
Take your laptops and iPads to wherever you like—like a long flight or a silent park, and continue working without worrying about connectivity. Writer Offline lets you create new documents and work with your most recent documents without an internet connection. Once you're reconnected, documents you've created and the changes you've made are all synced to your account immediately. And the best part? It works on all major browsers (and not just Google Chrome!). To enable Offline Mode, go to the OfflineTip #02: The road to distraction-free writing
Writer is equipped with tools to give you the perfect writing experience. We've kept the menus and tools that appear minimal—so that when you're writing, it's just you, your thoughts and nothing else. While Writer is designed to be distraction-free by default, here are some ways you can take it up a notch: Night Mode Love working in the dark? Then you'll love Writer's Night Mode too! It lets you continue writing while keeping it easy on the eyes. Simply click on the moon-shaped icon on the bottomTip #01: Using conditions to tailor-fit your document content for a wider audience
Why create multiple documents with similar content when you could do that with just one? By inserting conditions to documents, you can easily control how your document content is shown to multiple recipients. Let's consider the below scenario. Tom, an HR has just finished interviewing 200 candidates, out of which 50 were selected for the next round. It's his duty now to send all 200 candidates personalized mails informing them if they were selected or not. How would he prepare 200 personal mailsLearn how to embed web links and rich media in your Writer documents.
Whether you're working on video scripts or annual business projections, adding live elements help add more context to your discussions. Writer's embed options let you add spreadsheets, presentations, YouTube videos or even blogs right into your documents easily. You can embed media into Writer in two simple ways: Copy/paste the public URL into the document. Copy/paste the embed code of the video or other media, which is available in the sharing options of the respective media file. Let's see in detail.Adding support for font weights, non-standard symbols and more!
Good typography is the key to communicate your ideas in a more well-defined, concise way. We're happy to bring to you some major enhancements in typography in Writer. In this update, we have provided support for extended font weights, fixed kerning problems, added support for more characters (such as special characters, alternate characters, punctuation, and glyph processing) and much more. Fonts with extended weights Writer fonts have been enhanced to make it easy for you apply variants to yourBetter font handling and adding font support for different languages
A well-defined font is important to effectively communicate your message to your readers. Based on feedback, we’re making some useful updates to font handling in Writer. This includes more font support for CJK and RTL languages, allowing the use of popular system fonts, and automatic substitution of missing fonts. Let’s take a closer look. Use of popular system fonts By popular demand, we're now allowing the use of most of the popular Microsoft Core fonts for the Web, such as Calibri and Cambria.The Art of Precision: How to Use a Ruler
To be precise, is to know exactly how close two objects can be in a given space. Optimal use of such precision is what makes for good design aesthetics. That's why we believe setting margins in your document, is an art in itself. Ruler in Writer has taken a major leap forward recently. Let's see how it can help you better format your documents. First things first. What is a ruler? Rulers are part of a word processor's UI. They distinguish the editable area, using boundaries and measurements. They'reNow you can save a copy of your Writer document to other cloud drives.
When we released the new version of Writer, many of you wrote to us. You told us that you loved Writer's pleasant writing experience, but wanted to save your documents to cloud drives you or your team have been using. To acheive this, some of you had to download documents from Writer, and then manually upload them to your cloud drive—which we believe isn't the way cloud technologies should work. We're happy to announce that Writer can now be paired with other popular cloud drives for backup*. Save4 Easy Ways to Keep Track of Changes in your Document
This could happen to many of us: You come back to work after a long weekend and resume working on something you left unfinished on Friday afternoon. To your surprise, you open the document and discover all sorts of changes, comments, and a multitude of highlights from your teammates. This uncanny moment, when you don't recognize your own work anymore, is something we set out to fix with the new improvements in Writer's Version History. Read on: 1. See What's Changed Quickly We wanted to simplify
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Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.Automating document approval and signing with Zoho Writer and Zoho Sign
Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same personCustomization hacks in Zoho Writer - Part 2
Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creatingSimplify your tax calculations with Zoho Writer
Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate incomeEnhance document navigation with headings and TOC
Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contents
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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