Feature Availability: Latest user based Enterprise plan.

1. Document Automation requires Zoho Writer credits. Click here for more details and purchase options.
   
2. To view and manage the existing Zoho Writer credits, navigate to User Profile > Admin Panel > Usage Report.

• Create Templates automatically.
• Use placeholders to capture project information.
• Send Documents for signing and store them in the WorkDrive.
  
• Track the Writer document URL in the Comments within the respective module.
  
• Associate the Zoho Writer Custom Functions to Workflow Rules in Project Automation / Task Automation.

1. Navigate to Zoho Writer.
2. Click File and select New Document to create a new document.
3. Enter the File name and click Automate in the left panel.
4. Select Merge template and Click Convert in the prompt message. 
5. Click Automate, and click  under MANAGE FIELDS.
6. Click Custom Data Sources > Connections > Go to Connections in the SELECT DATA SOURCE prompt. 
7. Click Create Connection and set up Connection with Zoho Projects from Zoho Writer.
   
1. Copy the Connection name to use it in the next steps.
   
8. Navigate to Zoho Writer once the Connection is established.
9. Click Gallery from the prompt, choose Project Tasks as the Custom Data Source and provide the Zoho Projects portal ID (Profile  > Organization ID) and the Zoho Projects Connection name that is copied, within the script.
1. You can use Project Fields, Project Issues, and Project Milestones from Gallery as data source.
   
10. Click Save & Link function.
11. Create a template using the placeholders under MAIN FIELDS.
    

 

1. Navigate to Zoho Projects.
2. Click    in the upper-right corner of the top navigation band.
3. Navigate to Developer Space and select Tasks from Custom Functions drop-down.
4. Click the drop-down next to the Create Custom Function button.
5. Click Gallery Function.
6. Select Merge and Sign Documents Using Zoho Writer and click Create.
7. Edit the Deluge script with the following details:  
   • Template ID: Specify the template ID that you created in Zoho Writer.
   • File Name: Specify the file name for the merged and signed document.
   • Sign Message: Enter the message you want to include in the signed document.(e.g., "Report Approval").
   • Action Type: Specify the appropriate action type (e.g., "sign").
   • Language: Specify the language of the document (e.g., "en").
     
   • User Mail List: Provide the email addresses of the users you want to notify about the merged and signed document.
     

8. Click Save and Execute and enter a Task system ID in the Execute Function prompt to test the Custom Function.
   
9. Alternatively, click Save to proceed.
   
10. Associate this Custom Function to Project Workflow Rule / Task Workflow Rule. Once the Workflow Rule is executed, Zoho Sign will automatically send an email notification to the designated recipients with a Signature Request.
11. Open the email and follow the instructions to sign the document using Zoho Sign.

Note: To execute this function successfully, you will need a Zoho Sign account.

1. Navigate to Zoho Projects.

2. Click  and select Developer Space.

3. Select Tasks from Custom Functions drop-down.

4. Click Gallery Functions in the drop-down menu on the upper-right corner.

5. Choose Merge and Store Documents Using Zoho Writer and click Create.

6. Edit the Deluge script with the following details:

• Template ID: Specify the template ID that you created in Zoho Writer.
• Folder ID: Specify the ID of the folder in Zoho WorkDrive where you want to store the merged document.
• File Name: Enter the file name for the merged document.
• Connection Names: Provide the names of the Zoho Writer and Zoho Projects Connections that you have set up previously.

7. Click Save and Execute to save the function.

8. Enter a Task system ID in the Execute Function prompt to test the Custom Function.

9. Alternatively, click Save to Proceed.

10. Associate this Custom Function to Project Workflow Rule / Task Workflow Rule. Once the Workflow Rule execution is completed, open Zoho WorkDrive and navigate to the designated folder to find the merged document with the appropriate task information.

Note: To execute this function successfully, you will need a Zoho WorkDrive account.