[Webinar] Learn about fillable documents for businesses
Hello All, We are excited to announce our upcoming webinar, "Learn about fillable documents for businesses." This webinar will focus on the important and the latest features for creating and distributing customized fillable forms, using fillable formsis it possible to connect multiple data sources to writer merge template
greetings assume that i have a merge template that i want to assign multiple data sources to..for example i want my template to use zoho CRM leads as a first data source, and a zoho form as a second data source..is such thing possible? thanksIntroducing advanced Find and Replace options in Writer
We've enhanced the Find and Replace tool with more options to make it more useful. You can now set the search scope, specify the type of objects to search for, search using "wildcards," and more. These capabilities provide you with greater granularityusing checkboxes inside conditional fields in fillable templates
Hello i have checkboxes in my fillable document that i want to include in conditional fields how can i do this? what oprator to use and what value to check for? i tried using "field is 1" and "field is TRUE" but neither have worked please help thanMail merge - afficher les enregistrements d'une liste associée dans Zoho CRM
Bonjour, J'ai créé un mail merge j'ai inséré des champs de fusion d'une liste associée au module opportunité la liste associée est un custom module je veux que les données se regroupent par enregistrement c'est à dire : Enregistrement 1 donnée 1Dictate documents in Writer ?
Hello, MS introduced recently a new feature that enables users to dictate their content, the feature is already available in many languages. Is there a plan to support a similar feature in Zoho Writer? Many thanks Victor M.dSCan't make a document editable to anyone
Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settingsIssue with Paste Formatting
Hi there, We're currently having an issue changing the paste format in all writer. When pasting, if we change the formatting, i.e. "Keep source formatting" / "Match destination formatting" / "Text only", the Text only option deletes the text. ChangingWriter displays layout different when saved as pdf.
I had the same problems when saving it as a .docx file which is understandable considering how complex MS Word is, so I tried saving my resume as a PDF so that potential employers could view it correctly seeing as I no longer have Word. The problem is,After Signing Folder selection wont save
Hello, When choosing the Output as "Merge & Send for sign collection" under "Advance settings" and then "after signing" I can't get it to remember the folder I choose. I won't be changing the folder between merges. I have even checked the box for "rememberAccess original Writer Doc when sent to Sign?
We use Mail Merge Sign templates in Writer to create proposals that are then sent for signature and once signed attached to a CRM deal. In this scenario, is it possible to get back to the Writer document once it's been sent to Sign? Obviously the versionWriter - Import MS Word docs with correct formatting
Hello, In my company we work a lot with ditigal and therefore have almost no paper anymore. We therefore also receive a lot of Word documents, which are not displayed correctly in Writer. The formatting is always different from the original MS Word document.Increase size of sidebar
I want to be able to increase size of sidebar which shows my docs. I'm unable to see the full title of my files and either have to hove over them to check the title or actually click (sometimes its the document I need...sometimes, its not)Mail Merge Menu Options?
2 questions regardling when you click "Mial Merge" and select a document... 1. Is there any way to see a "preview" of the filled document by default rather than the mess of code that will pull data from the CRM? 2. Is there any way to condense/hide thingsZoho Docs running really slow
We are sharing a zoho doc and if I want to make changes to a cell I click on it and it hangs up and is so slow.Inconvenientes con el limite de combinaciones con zoho writer
Buenas tardes Quisiera saber por que desde hace unos dias no puedo utilizar la combinación de documentos de zoho writer, tengo la integración de zoho form con zoho writer y zoho recruit, este mes hemos registrado 84 candidatos y tengo dos combinacionesWriter - Fillable PDF checkbox and radio graphic size can't be changed
Hi, I am testing Writer for the fillable PDF function. I have added Checkboxes and Radio buttons but these are tiny! I can increase the click area using the sizing handles, but this does not increase the actual graphic/icon of the tick boxes and radioCan't edit/write in any Zoho Doc
Hi, I just recognized, that I cannot edit/write in any of my Docs. Only can see, scroll, filter - but cannot write. I am owner, so its no rights-thing. Greetz M.Multi-line footnote
When you create a multi-line footnote in Zoho, the text is cut-of. Is there a way to change this behaviour ?Visualize Charts Using Groupby and Aggregate functions
Hello! Have you been using tables to present data in mail merged documents? If so, it maybe time to try a more interesting alternative. Charts help you present data in an exciting way, and make it easy to highlight specific aspects of your data. With[Apparent Bug] Zoho Writer Does Not Keep Publish Settings and Secretly Reverts Back to "Within Organization"
I use Zoho Writer to create Web pages that are accessible by anyone on the Web. Zoho Writer does not keep Publish Settings, and secretly reverts back to "within your organization." Secretly because the UI indicates it will continue to be "public on theCannot access Zoho Writer documents since this morning!!
Hello, Since this morning I can’t access my Zoho Write documents. I’m a medical professional and I’m starting to get worried. Can you please fix the bug?How to Format Links (Not with blue underline)
Please tell us how we can format Links in something other than a Blue Underline. If we can't format per document, is there a way we can format all links, in all documents, in a colour different than the 'old' blue style Underline?Joining Repeated Merged Fields In-line
I am trying to join a repeated merged field from a subform using " & " between each repeated instance. However, every repeat is breaking the value out to a new line. Is there a way to prevent the repeated merged field from forming new lines?Second line automatic indent - how to stop this?
Hi, I'm back using Zoho Writer (insted of Google Docs, which I hate). When I type a paragraph, the first line is fully left which is what I want, but the second line always indents a bit. I have tried setting 'first line indent' to 0, but it keeps resettingMerging several records from CRM into one document based on person
Hi! I wasn't really sure how to word my title to express the problem I'm having. Here is what I need help with... When a person registers for a course for us, it creates a record in our CRM. So if John Doe registers for Course #1, that is a record. IfCannot access Zoho Writer documents since this morning!!
Hello, Since this morning I can’t access my Zoho Write documents. I’m a medical professional and I’m starting to get worried. Can you please fix the bug?Import PDF
How do i import PDF document into ZohoWriter?Sending a limited number of pages
I would like to send some pages from my document in MS Word Is there a way to do that?Table "Convert to text" is not working in learn.zoho.in
I have a simple 5x1 table with a few words into each cell. I selected the table and used "convert table to text" option but the table is still intact. I was expecting only the text left on the page and table gone.Formatting Changes in Documents Uploaded
I uploaded two documents two days ago from Drop Box to Zoho Projects. Both are Word documents. Once uploaded, the formatting was altered. When I went back to look at the documents in Dropbox, they are perfectly fine. Do you know why a Word Document can loose it's formatting from Drop Box to Zoho Projects? What can contribute to this? How do I ensure this does not happen again?Tip #28: Pin the top row of a table as a header
Hello! When you're viewing and analyzing data in tables, it can be challenging to remember which data each column contains or represents. This is especially true when your table takes up multiple pages. You have to scroll to the top of the table everyMoving blog article created in Zoho Writer to Zoho Sites
Is it possible to post blog articles created in Zoho Writer directly into Zoho Sites blog area?Zoho Writer Document is not opening
I have five merge template in Writer, All the template was working fine, also I made some automation on this. But suddenly one template is not opening though the other four are working fine. I tried from incognito mode and other computers but the resultTip #27: Keeping your notes private in Writer documents
Hello, While creating a document, you would have often felt the need to add notes that you wished should be visible only to you. For example, you would have wanted to add a note to add more details to a section, to quote the source of a data, to verifyHyperlink in PDF file does not work
Hello! Can you please explain to me how to make a hyperlink in PDF file working? See the file below: https://docs.zoho.com/file/n9l2ja1f5aeaf2aac4d258b964de8cceaaf61 On the page 3 there is a link to http://hampersurprise.co.uk/champagne-gift-sets/, but when you click on it, you don't visit this website, you can only open this link if you'd open it in a new tab. Any explanation on how to fix this bug? Thanks!Categorize and locate documents easily with labels
Hello! Locating your documents need not be a treasure hunt anymore! Labels are here to help you out. Labels give you the flexibility to categorize your documents to suit your preferences. They also help you locate any specific document effortlessly. WhyRearranging/moving pages in Zoho Writer
When will Rearranging/moving pages around be supported in Zoho Writer? Seems like a basic functionality for a writing platform, yet does not seem to exist. Any comments would be appreciated. https://help.zoho.com/portal/en/kb/writer/features-and-timeline/articles/how-to-move-the-pages-in-zoho-writerCan I hide Field Navigation for my audience?
Hi everyone, I am creating a fillable form in Zoho Writer, and when viewing the finished product the Field Navigation bar always annoyingly pops up by default which obstructs the document and critical info. Is there a way for me to toggle this to auto-hideOutliner?
What I am really looking for is a great outliner. Do you know of one? E.g. that will do multi-level outlines (with customizable labels) and which can be collapsed/expanded--just like Word. That would be a great product. Perhaps OPML is appropriate to build it around? spincycleNext Page
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How 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 for[Webinar] Automate sales and presales workflows with Writer
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
Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,[Webinar] Zoho Writer for SCM and logistics
Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed
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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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[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
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