Document Merge | Zoho Writer - Zoho Forms

Document Merge using Zoho Writer

Overview

Auto-populate Zoho Writer documents with form responses using Document Merge .

You can create and send personalized PDFs, word documents, and more. 

Merged document

The merged documents can be attached in an email and sent to all respondents, either through an automated email or to selected respondents manually. You can further get these documents signed digitally using Zoho Sign.

Let's take an example:

You have a Job Application Form and you want to send a personalized interview letter to the selected candidates.

job application form

Set up Document Merge template using the form fields as shown below.

Merge process underway

You will have personalized Interview Letters for the candidates who have applied like the one below.
Interview Request Letter

Setting up Document Merge using Zoho Writer

To set up a document in Zoho Writer,

  1. Navigate to Settings > Document Merge and click  Configure next to Zoho Writer .

    Document Merge using Zoho Writer

  2. If you have both Zoho Docs and Zoho WorkDrive accounts, you will be prompted to select a document service to view/create/save the merge templates.
    If you have not accessed Zoho Docs/ Zoho WorkDrive/ Zoho Writer yet, you must access Zoho WorkDrive and complete the onboarding before you can create a Zoho Writer template.
    If your Zoho WorkDrive subscription has expired, you must access Zoho WorkDrive and upgrade your plan.

    Choose the Document Service

    -The templates that you have created in Zoho Writer will be listed under My Templates.

    -Documents that you create using the
    Document Merge
    option as well the documents from Zoho Writer will be listed under
    My Documents. 
    -The templates that are shared by your organization users will be listed under Org Templates (if you have selected Zoho WorkDrive service)
    You can sort the templates under My Templates, My Documents, and Org Templates by Template Name , Created Time , or Modified Time using the sort option in the top-right corner.
    -All the public templates from Zoho Writer will be listed under Public Templates.

    Template Gallery

  3. Click + under My Documents to create a new template.
  4. In the pop-up, specify the Template Name
  5. If you are looking to send this document as an email attachment, specify the Attachment Name and the Attachment Type. To include a field's response in the attachment name, click the merge icon and choose the required field.
  6. If you have configured Language Translation for your form, you can choose to use the translated form responses for the following fields while creating merged documents with this template by enabling the  Send picklist values in form's translated language  option:
    -Choice-based fields
    -Dropdown in Matrix Choice field
    -Title in Name field
    -Country list in Address field
  7. Click Create. You will be redirected to the new Zoho Writer template created.

    Create Template
  8. You can personalize your template by including your respondent's answers in it. Go to Fields > Merge Fields. From the list of fields, click the required fields. The form fields will be replaced by your respondents' answers.
    1. File Upload, Image Upload field attachment formats supported for Document Merge: jpg, png, gif, jpeg
    2. The images in the Image Choice Field cannot be merged. Only the choice labels can be merged.
    3. Matrix Choice Field: You can merge specific responses of the Matrix Choice field and also choose to merge all the questions and answers of the field in a table format as shown.
      Merge Matrix Choice
  9. You can display different things in your merged documents based on the respondents' answer for certain form fields. To do this,  Go to Fields Merge Fields  and click Condition under Advanced Merge Fields Learn more about the conditional merge setup.
  10. You can include signatures, images, and other form attachments in your merged document template. To do this, go to Fields Signer Fields > Signature/ Attachment under Insert Fields in Zoho Writer.
  11. To generate two or more document templates using the same form, click + New Template in the top-right corner of the page.

    Document Merge Template

Sharing merged document templates with form collaborators

If you have shared your form with Modify Form permission to specific users under the Share tab and if you wish to let these users edit a document template that you created,
  1. Access your Zoho Writer account.
  2. Under My Documents , click the ellipsis icon below the template that you wish to share and click Share .
  3. Enter the email address of the users and share the template. Once done, the users can access the shared document templates under Shared with me.  They can refresh and add the fields, edit the template as required.

Note

  1. Zoho Writer has limits on the number of merges you can generate with your account. All users in Zoho Forms' Free plan and paid plans can perform up to 10 merges per day, and up to 200 merges a month.
    If you're looking for bulk merge-limits, or to increase your monthly limits, please subscribe to the new Document Automation add-on from Writer.  Learn more
  2. The attachments that are stored in a third party service using the Manage Form Attachments option cannot be used in Document merge as the attachments successfully pushed to a third party service, will not be stored in Zoho Forms.

Sending merged documents with email notifications

Watch a simple, quick video on setting up Document Merge and including the merged document in email notifications.



To send a merged document along with the email notification,
  1. In your form builder, navigate to Settings  > Email Notifications under 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 the changes.          

Once this has been set up, form responses will be automatically populated in your Zoho Writer template, and the merged document will be sent along with the email notification triggered each time a form entry is received. You can create as many templates as you wish using Zoho Writer.

Manually merge a form response with a document

To manually merge form responses with a Zoho Writer template,

  1. Navigate to the All Entries section of your form to view entries received.
  2. Select the form entry that needs to be merged from the list.
  3. Select Merge > Zoho Writer > Document Merge.
  4. Select a document from the drop-down and click Merge.            
Note  
  1. To view the status of the merge, check the Mail Merge Status column provided in the All Entries section.
  2. The shared users of a report will be able to merge documents only if you have given them the  Read/Write/Merge permission

Manually merge a form response

Merge and get form responses signed using Zoho Sign

You can get form responses signed and verified by multiple people in your organization using Zoho Sign.
To merge and get form responses signed,
  1. Configure the document merge setup using  Zoho Writer.
  2. Navigate to the All Entries section of your form to view form entries received.
  3. Select the form entry that needs to be signed and verified from the list.
  4. Choose Merge Zoho Writer from the dropdown menu.
  5. Select Merge and Sign from the subsequent drop-down menu.

    Merge and get form responses signed using Zoho Sign
  6. In the pop-up, you can do the following under Zoho Sign Settings:

    Needs to sign: If you need someone to sign a particular merged document, enter their email address and select Needs to sign  in the dropdown menu next to the email address field.

    Receives a copy: If you wish to send a signed copy of the merged document to someone, enter their email address and select  Receives a copy  in the dropdown menu next to the email address field.
  7. To send the merged document in consecutive order, check the Send in order box.

    Merge and Sign
  8. Once the intended signers are added, click Continue.
  9. A new window will open. This will take you to the  Edit Document Details window of your Zoho Sign account. Here, all details regarding the current merged document will be displayed. You can add or import more signers to the list, add yourself as a signer, set reminders, and give a brief description of the document being sent for signing. 
  10. Click Continue to proceed.
  11. The merged document template will open, where you can drag and drop fields such as Signature, Job Title, Email, and Sign Date for the intended signers. When you're done, click Send.

    Merged Document Templ

  12. A dialog box will open to confirm the intended signers and the number of fields added for the signing process. Click Confirm to send the document.
    Once this is done, the document will be mailed to the list of intended signers and recipients who will receive a copy of the document. 
Note: To view the status of the document, check the  Zoho Sign Status column in the All Entries section.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Merging Documents

                                                                                      You can create merged documents in Zoho Writer and WebMerge with the form responses you receive, using the Document Merge option under Settings tab. After configuring Document Merge, In the All Entries section of your form, select the form entries to ...
                                                                                    • Document Merge using WebMerge

                                                                                      Table of Contents Overview Setting up WebMerge Template Merging images and signatures into the document Sending merged documents with email notifications Manually merge a form response with a document Overview Auto-populate WebMerge documents with ...
                                                                                    • Storing PDF of form entries and merged documents

                                                                                      Store Form Submission as PDF After configuring to save the file attachments in a cloud service, you can also choose to store the form submission as a PDF. To do so,  Select Store form submission as PDF to store the form entries as PDF files in your ...
                                                                                    • Ways to send Zoho Sign Document

                                                                                      While integrating your form with Zoho Sign, you can choose to send your document to the recipient in the following ways under the Recipient Details section.   Send documents manually   If you select the I will send the document manually option, you ...
                                                                                    • Zoho WorkDrive

                                                                                      Your form attachments will be saved to Zoho WorkDrive when you choose this option.  To do so, In your form builder, go to Settings and choose Manage Form Attachments from the left menu.  Choose Zoho WorkDrive. You can choose between the options to ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources