Zoho CRM and Zoho Writer Merge and Send Function - Not Merging
Overall Problem I needed a solution to automatically calculate and send employee payslip information stored on Zoho CRM, to each of our employees at the end of each month based on their salary, allowances and sales commissions (sales commissions - whichIs there a way to move Project documents from one Folder to Another?
I want to be able to move Project documents to a new or existing folder, but I don't see a way of doing this. Drag and Drop would be best, but when I attempt to move a document with Drag and Drop the browser (Chrome) downloads a copy to my computer (which kinda weird) and does not move the file to chosen Directory? Am I missing something here? We are a Google Docs shop which has easy document management. However, being able to associate documents with the particular project is very helpful, so weDeluge function for merge and sign with CRM
I have written a function to automatically email out doc based on a template I created in writer with a request to sign. This works fine. However, I the template has a number of merge fields so i also need to pass in the data for the merge fields in myUse between computers
I have been using Zoho writer for desktop on my desktop computer and recently started using it on my laptop. After the first time I used it on my laptop I am no longer able to use it on my desktop. It freezes and doesn't allow me to keep writing. I canResolution of watermark image
Hi, I am trying to add the company letterhead as a watermark. While the image watermark option works, the final resolution is very low. I have tried uploading very high resolution PNGs and scaling them down as well.Zoho forms signature field in Zoho writer
Hi, I have tested lately Zoho Forms and Zoho Writer. In Zoho Forms there is a under Advanced Fields a field named Signature and I like it, because it gives the possibility to the person to sign/draw with the finger on the mobile phone touch screen. Now, I have a big Microsoft Word document with fillable fields which is juts perfect for Zoho Writer. It is prepared now and has at bottom a place for Signature. The problem that I have is: - The Signature field from Zoho Writer is for me¡Zia está aprendiendo español! ¡Mira sus sugerencias de escritura!
Read in English Te presentamos el acceso anticipado a la versión en español de Zia, nuestra asistente de escritura. Ahora puedes obtener sugerencias de ortografía, estilo y vocabulario para tus documentos instantáneamente. Desde que lanzamos Zia en Writer,Zia learned Español! Check out its writing suggestions today
Read in Spanish Announcing the early release of the Spanish version of our writing assistant. Now, instantly get grammar, writing style, and spelling suggestions for your documents en Español instantly. Ever since we first released Zia in Writer, a lotFrom address not loading
When trying to email a fillable form in Writer, the from address says "loading" and won't load. Happening for all fillable forms and all agents.Zoho writer
To include images,you are taking only a few formats...please include others ,such as .svg format used in graphs. Thanks The Zoho writer is very useful and easy to use.Minor issues with Zoho Writer
We have a work contract that was originally typed up in MS Word. It contains tables, text boxes and images. When imported to Zoho it looks terrible. THe original two page document is now four pages. The main reason for the issues is that the smallestNot Seeing Page Borders
Files attached showing the issue. So, I'm a writer. I have autism and ADHD, and part of my process is making sure the environment is 'correct' for my writing. Most of the time, this means black 12 point Times New Roman on a white background, sometimesIs there a way to create a mail merge document and attach it back to Zoho CRM deals using Deluge
Hi Zoho Writer team, We are currently using Zoho Flow to create and email mail merge documents (using the "Send Mail Merge" action within Zoho CRM App). We are now trying to use all the details from the deal to create a merged document (using Mail Merge Template within Zoho CRM) and then attach that newly merged document to the Deal within Zoho CRM. Is there any way to do this using a Zoho Deluge script?Headers and Footers - Now with more options!
Headers and footers are a great way to make your documents look neat and professional. Whether you are creating a simple document or a complex business report, headers and footers helps you to format your documents exactly the way you want. Zoho Writer now allows you to create documents with four different styles of Headers and Footers. Same across entire document You can insert a title, page number or an image to the first page which will reflect on every other page of your document. This comesError with writer and forms
I am getting the error: This field (payment) cannot be added as the form is configured with Zoho Writer. How do I remove Zoho Writer from the form? Thanks! JulieCan't delete table in Zoho Writer!
I have been trying to figure how how to delete a table in documents, but I want to keep the words from said table in the document!Zoho writer does not capitalize first letter of sentences.
Zoho Writer, Android app does not capitalize the first letter of each sentence. This makes editing very tedious. Please fix. Thanks.Windows defender in Edge on Linux showing Zoho Writer and Zoho Writer demo as unsafe and are blocking the sites
You may want to report to Microsoft that these sites are safe. The Zoho sites work as expected in every other browser.Adding Fonts
Hello everybody! I just got this nice looking Zoho Writer application and notice there are not too many types of fonts in it. Any way to add more? Thanks in advance, AndreiSolution: how-to copy and paste in Zoho Writer when Ctrl+C and/or Ctrl+V not works
how-to fix bug about copy/paste in Zoho Writer! If you can not copy/paste text 1. change you useragent to wrong (for example, to several spaces, or add symbols "new string",etc) 2. try to open any your Zoho document. You must to see error ! if not error, change useragent to wrong value 3. restore useragent reload page ;) 4. enjoy! copy/paste will be working!Text Box in Writer
Hi, how can a text box in Writer be positioned? I've added one to a template I'm creating but there seems no way to control where it goes. If I drag it to the right it either overshoots or springs back to its original position when I let go. Thankskeeping the alphabetical sorting
Hello, I'm using a lot writer, and when I am in the documents (https://writer.zoho.eu/documents), I can sort alphabetically, but when I come back, it's always the last opened. Is it possible to keep the one I want? It's silly, but at the end time consuming.Creating new document from a boilerplate document
I am fairly new to Writer but my goal is to integrate with other Zoho One apps and minimize the use of apps outside of Zoho. I have a construction company and for each project I need to create work packages and specifications in the most efficient wayMaster Documents
I don't like excessive scrolling, it would be great if writer would allow for master documents so I can keep my chapters on separate documents and still be able to follow a sequence through a master. Similar to what MS word does.Checkbox integration with Forms & Writer
I've created a form in Zoho Forms and the corresponding document in Writer and I've linked all the fields but I cannot get the checkboxes to link. What am I doing wrong or is there another way? If I tick the checkbox while filling in the form it does not tick the checkbox in the Writer document. Thanks in advanceAdding comments to Document templates
I would like to ask for a feature request which can be useful for the blog post templates. I've created a template with subheadings that is required for blog posts. (For E.g. Introduction, Heading1, Heading2, Heading3, Conclusion). Now, if i create a new document based on this template, I wouldn't be knowing what i need to write on Introduction, Heading1, Heading2 and so on). Obviously writers block! And I need to teach every new member on what to write on each sub heading. If its possible to addSpell check in Writer is not checking according set language
Hi, I am trying to work on a dutch document, set the language checker to "Nederlands" (it is Ducth for saying Dutch ;) ). But still the whole doucment shows up RED. Followed the instruction as described: https://www.zoho.com.cn/docs/writer/help/document-proofing.html Didn;t help. Even closing the Tab and reopen again, didn't help. The status bar down left corner is saying "Nederlands" . But if i click on one of the red marked words I only get English suggestions poped up.Zoho Writer and Zoho CRM Integration
Novice user here. With the help of Zoho team we created a button in our custom module that with the click of the button, it will create & email pdf of a prep sheet document from the various fields/values in our CRM. At the suggestion of Zoho, I've made the document in Zoho Writer where it's mapped a ton of fields from Zoho CRM. I've gotten the Deluge code to work, however if a variable''s value is blank in CRM , function will either throw an error or still create/email the the Mail Merge docOpen Workdrive sync'd files in Windows app
Hi.... As you can see from the posts I have time today :) Just an idea.... right now when I double click on a Writer file on my local hard drive (sync'd from Workdrive) it opens in the browser... maybe a way to chose to open these files within the Windows app? Just an idea. Best regards JonHow can I check my Engagement insight?
Hello. Thank you for making such a good service. How can I check my Engagement insight? Thank you.Zoho Writer desktop app in MacBook keeps closing open document
Whenever I open another app, the open document that I was working on automatically closes and I need to reopen it again and again wasting time in loading the document.Tired of signing multiple documents? Try Writer's Signature Blocks instead!
Print, sign, scan, and fax. For so long, this had been the routine if you had to sign and send any document. Then came the era of digital signatures where the "print, scan, and fax" actions were eliminated but you still had to sign every document digitally. But what if we could eliminate that as well? With Writer's Signature Block, all you have to do is simply add an image of your signature to all your documents and you're good to go. Here's how you can easily use Writer's Signature Block:Zoho Writer Doesn't Copy Numbered List Correctly
Hello there, I'm a content writer and I like to write my articles on Zoho first after which I copy and paste it to on my WordPress website. However, while doing so, I have noticed that the numbered list on Zoho Writer isn't copied correctly. Meaning, WordPress doesn't take the input as a list but rather it is converted to paragraph text. To fix this, I have to copy the article to a Word document on my system and then copy paste it from the word document to Wordpress. Is there anyway you guys canMS Word outline format?
I use Word's Outline formatting extensively, and I've been searching for an online app that preserves this function. Zoho comes close -- at least it preserves the actual shape of the file, but not the outlining functions. (Microsoft's online operation doesn't even do that.) Is there some way to work with an actual outline on Zoho Writer, including the ability to move sections around? Any plans for this?If you thought e-signing was easy, we just made it a whole lot easier!
E-signing has significantly transformed the way we sign, from bulk signing contracts to sending documents to other parts of the world for signature collection. However, it involves more than just digitally signing a document. First, the document has to be prepared, any necessary attachments have to be added, all the signer names have to be correctly entered, and then it has to be sent out for signature. Our aim with this update is to make this whole process a lot smoother for both the sender andMerge Fields - One at a time....
We are looking at using writer for preparing proposals. We want to create a template that uses the same merge fields throughout the proposal template (for instance, company) When an employee creates a new proposal from the template.. they will manually enter the company name once, and it populates all of the merge fields... I can't figure out how to do this without linking to a data source... can't I just manually update the value of the merge field?Cannot edit document on Zoho Docs Android
Hello, I'm most impressed with your product. However, I am not able to edit documents on my Note 2 Android device. The files were uploaded from desktop and converted to Zoho compatible format. I can confirm that, as a user, I do have read/write access to the file that was shared to me. When I click on "Edit Document", I get "Cannot Edit Document" message. Thank you in advance, KenCertification card printing
Hello, We are looking for a solution for Certification card printing. We have a template and would like to auto-populate fields from Zoho CRM to our certification cards. Is there anyone else doing similar work?Problem with aligment of a data to the bottom of a cell
Hey, I work on my table in Zoho writer, and I always have a problem with aligning data to a bottom of a cell. I tried everything: deleting all content in a cell, making a new row, adding and removing margins. It becomes annoying because that is not the only bug I encounter. Please give a hint how can I resolve it. ThanksHow to disable cut, copy and print (and their shortcuts) with keeping editing ability ?
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ? I could disable downloading but I need also to disable cut, copy and print (and their shortcuts) with keeping editing ability.Next Page
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Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIMAutomate insurance document workflows with Zoho Writer
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Rich text Merge field - Not using font specified in HTML
I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. TheAdd Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 CurrentCitation Problem
I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and wasopen word file in zoho writer desktop version
"How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"Writer sing up problom
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