Note : You need to have a Zoho Writer account to avail this extension.

Supported Plans : The feature is available in Starter, Elite, Premier, and Zoho One plans.

Install Writer Extension

1. Click on the Setup icon in the top right corner to navigate to the Setup page.
2. Click All under Marketplace section. The listing page will appear.
3. Click the Configure button in the Writer option. The configuration page will appear.
4. Click the Install button. The extension will be installed.
5. Go to the Authorization tab .
6. Click the Authorize button. You will get a request to allow DRE to access data in your Zoho account.
7. Click the Accept button. The authorization process will be complete and your extension will be available in the detail view of your work items.

Manage Zoho Writer Documents

1. Create new writer document
2. Create document using template
3. Associate an existing document
4. Disassociate a document

Create writer document

1. the icon in sidebar in the detail view of a work item.
2. the whiteboard icon in the Board module.
3. the whiteboard icon in the Sprint details page.
4. the whiteboard icon in the sidebar of the Release details page.
5. the writer icon in sidebar of the Meeting details page.

1. Navigate to the Project or Sprint Backlog .
2. Go to detail view of the work item in which the document needs to be created.
3. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
   
   
4. Click the Create button.
5. Enter the File Name .
   
6. Select the Template Type as Blank Document .
   
   
7. Click the Create button. A blank writer document will appear for you to start entering content.
   
   
8. Navigate to the Zoho Writer window to view and access the created document.
   

1. Navigate to the Project .
2. Go to the Board .
3. Select the required sprint.
4. Click on the Writer icon available at the top of the board. The Zoho Writer window will appear.
5. Click the Create button.
6. Enter the File Name .
7. Select the Template Type as Blank Document .
8. Click the Create button. A blank writer document will appear for you to start entering content.
9. Navigate to the Zoho Writer window to view and access the created document.
   

1. Navigate to the Project .
2. Go to the Release module.
3. Select the required release.
4. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
5. Click the Create button.
6. Enter the File Name .
7. Select the Template Type as Blank Document .
8. Click the Create button. A blank writer document will appear for you to start entering content.
9. Navigate to the Zoho Writer window to view and access the created document.

1. Navigate to the Project .
2. Go to the Meetings module.
3. Select the required meeting.
4. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
5. Click the Create button.
6. Enter the File Name .
7. Select the Template Type as Blank Document .
8. Click the Create button. A blank writer document will appear for you to start entering content.
9. Navigate to the Zoho Writer window to view and access the created document.

Create document using template

1. Navigate to the Project or Sprint Backlog .
2. Go to detail view of the work item in which the document needs to be created. (You can also create a template file in a Sprint, a Release, or a Meeting)
3. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
4. Click the Create button.
5. Enter the File Name .
6. Select Choose Template .
7. Select an option for Template Folder .
   
1. My template - Templates that are available in your account folder
2. Org template - Templates that are available in your organizational folder
3. Public template - Templates that are public
   
8. Select Template Category.
   
   
9. Select the required Template .
   

1. Note : You can choose from the available default Sprint templates or select your own template.
   
10. Click the Create button. The document with the selected templated will be created and available in the listing window.
    

Associate an existing document

1. Navigate to the Project or Sprint Backlog .
2. Go to detail view of the work item to which the document needs to be associated. (You can also associate a file to a Sprint, a Release, or a Meeting)
3. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
4. Click the Associate button. The Zoho Writer window will appear.
5. Select the required Folder. The documents in the folder are listed.
   

1. Note : Enter the file name in the search bar or copy and paste the file's URL to find the required document.
   
6. Click on the required files to select.
7. Click the Associate Files button. The file will be listed in the Zoho Writer window of that work item.
   
   

Disassociate a writer document

1. Navigate to the Project or Sprint Backlog .
2. Go to detail view of the work item in which the document needs to be created.
3. Click on the Writer icon available in the right-side bar. The Writer window will appear.
4. Hover on the required file in the listing window.
   
   
5. Click on Disassociate . A confirmation pop-up will appear.
6. Click Yes . The writer document will be removed from the listing window of that item.
   

1. Note:  The disassociated document will still be available in your Zoho Writer folder.
   

Export document or add as attachment