• Notifying customers instantly : To notify every respondent with the merged document, create an automated email and add the WebMerge document as an attachment. This way, each time a form submission occurs, the template is populated with the field responses and sent via emails.
• Manually merge documents : You can follow a manual merge process to merge and create populated documents for certain form submissions. This way, if you have any Delivery Options set for your template inside your WebMerge account, the documents are delivered for the specific merged form submissions.
  
• Automatically merge documents : You can automatically merge the form responses into the WebMerge template and deliver populated documents for every form submission that comes in. For this, you need to set up an integration with WebMerge. Learn more about setting up the WebMerge integration.
  

Setting up WebMerge Template

1. Create the desired document in WebMerge.
2. In your form builder, navigate to Settings > PDF & Document Merge > Document Merge in Zoho Forms.
   
3. Click Configure option next to WebMerge.
   
   
   
4. Enter your WebMerge credentials.
   
   
5. Choose your WebMerge document from the drop-down.
6. Map the WebMerge fields to the corresponding fields in Zoho Forms. These fields will be auto-populated with the field responses.
7. Click Save.

• If a single image is to be uploaded for an Image Upload field:
  In the WebMerge editor, click the image icon and enter the  URL  as the field name with a "$" sign within "{}" and include "[0]" at the end. For example, {$candidate_photo[0]} . Add the Alternative Text and set the dimensions as you need. 
• If multiple images are to be uploaded for an Image Upload field:
  
  In this case, you can contextually place those multiple images into your document. For this, add the below syntax during the document creation in WebMerge.
  
  
  
  Syntax:
  {foreach from=$fieldname item=value}
  {/foreach}
  For example:
  {foreach from=$imageupload item=equipment_front_view}
  {/foreach}

  Now you need to set the image info before the  {/foreach}  tag.  For this, click the image icon in the editor and add the text of the  item  with a "$" sign included in a "{}". Enter the  Alternative Text such that it relates to your field and set the dimensions as you wish.
  

  

To send a merged document along with the email notification,

1. In your form builder, navigate to Settings > Email Notifications.
2. Configure your email. You can choose to send the email to your respondents or your organization's users.
3. Select Attach merged document.
4. Save your changes.          

Once this has been set up, form responses will be automatically populated in your WebMerge template, and the merged document will be sent along with the email every time a submission is made. You can create as many templates as you wish using WebMerge. They allow you to create documents in different formats including PDF, Word and more.

To manually merge form responses with a WebMerge template,

1. Navigate to the All Entries section of your form to view the entries received.
   
2. Choose the form entry that needs to be merged from the list.
3. Click Merge and select WebMerge from the dropdown.