To do this, you need to
set up a template
and map fields under the template settings. Once done, you can decide on how the document gets merged and reaches the respondents as shown below:
You can merge the images you receive from the Image Upload field and signatures from your Signature field into your WebMerge document.
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.
Note
:
To send a merged document along with the email notification,
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,
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.