Early Access  

Document Merge for Qntrl is not enabled for all users. If you’d like to try it out, please email our support team for early access. 

Business Scenarios

1. Recruitment offer letters for candidates
   
2. Quotation request letters to vendors
   
3. Marketing brochure for clients 
   

  Explore some business scenarios on how you can use Document Merge with Zoho Sign in Qntrl

Create a Document Template

1. Navigate to   and select Integrations under  Extensions from the menu.
   
2. Invoke Document Merge using Zoho Writer.
   
3. Click the Add Document Template button and fill in the details:
   
1. Template Name : Enter a relevant name for the template.
   
2. Form  : Choose a form whose fields must be used as placeholders in the document.
   
3. Description : Give a short description of the template. 
   
4. Click  Save. 

Configure Document Merge in Email Templates

1. Navigate to  and select   Email Templates under Customization.
   
2. Add a new email template or select an existing one.
   
3. Click Attachments at the top panel.
4. Select  Document Merge from the popup.
   
5. Fill in the details:
   
1. Form  : Select a form in which the document template is available. 
   
2. Document Template : Select the template. 
   
3. Type : The document can be PDF or DOCX.
   
6. Click  Merge . 
   
1. The selected document template will be displayed along with other attachments.   
   
7. Click  Save.

Configure Document Merge in Cards      

1. Navigate to the  Cards  tab.
   
2. Select a card from the list of available cards.
   
3. In the ensuing page, click  in the upper-right corner and select  Document Merge  from the popup.
   
4. Fill in the details:
   
1. Form : Select a form in which the document template is available. 
   
2. Document Template : Select the template. 
   
3. Type : The document can be PDF or DOCX.
   
5. Click  Download. 

Note:

1. Ensure you merge the document into a card associated with a relevant form, such that the document’s placeholders are populated with proper values.
   
2. If the document’s placeholders are not available in the associated card, no value will be populated in its place.