Use Cases:

Document merge sample:

To create a customised document:

1. Click Create.
   
2. Click Create New Document or select one of the document templates to get to the document editor.
   
3. Click on Edit to rename the document.
   
4. The left pane will display the following elements: 
   
1. Heading - Insert a heading on the document.
   
2. Paragraph - Insert a paragraph for the body of the document.
   
3. Image - Insert an image on the document.
   
4. Table - Insert a table on the document.
   
5. Spacer - Insert a spacer to add an empty space in between the elements.
   
6. Line - Insert a line on the document.
5. Click Save.

Note:

Click and drag an element to place it on the document page.

To edit an element:

1. Select the required element.
2. In the upper pane, you can use various options such as font, font size, variables, font color, remove link, add link, text align, underline, italic, bold, highlight color, list, special character, background color, inline image, HTML insertion/edit, anchor, spacing, and border settings.
3. Click Save.

To insert a variable:

1. Select the required element In the left pane.
2. In the upper pane, click the Insert Variable dropdown.
3. Select the required parameter.
4. Click Save.

To apply a background image:

1. To change the background image, click Background Image on the upper pane.
2. To Insert an image from a URL, select Web URL.
3. Enter the image URL in the Web URL textbox.
4. To select an image from the gallery, select Gallery.
5. Select the image.
6. Once done, click OK.
7. To delete an existing background image, click the <delete> icon.
8. Click Save.

To change the background color:

1. Click .
2. Select the color of your choice. 
3. Click More colors to choose from a wider range of colors.
4. Click Ok.
5. Click Save.

To change the page format:

1. To change the page format, click A4 in the upper pane.
2. Select the required format.
3. Click Save.

To change the page orientation:

1. To change the page orientation, click Landscape in the upper pane.
2. Select the required orientation.
3. Click Save.

To customise page margin:

1. To customise the page margin, click Page options dropdown on the upper pane.
2. Type or toggle the required page margin values.
   
3. Click Save.

To customise the header and footer:

1. To customise the header and footer, click the Page options dropdown in the upper pane.
2. Select the Show header checkbox to edit the header. Drag and drop the required elements on the header to edit.
3. Select the Show footer check box to edit the footer. Drag and drop the required elements on the footer to edit.
4. Click Save.

To preview a document:

1. Click Preview on the left pane.

To undo or redo:

1. Click  on the upper pane to undo.
2. Click  on the upper pane to redo.

To manage a document:

1. Go to the Settings tab and select Document Merge from the left pane.
2. Click Create to create a new document.
   
3. To preview an existing document:
1. Under My Documents, click Preview next to the required document.
4. To edit an existing document: 
1. Under My Documents, click  to the right of the required document.
2. Click Edit.
5. To trash an existing document:
1. Under My Documents, click  to the right of the required document.
2. Click Trash.
6. To duplicate an existing document:
1. Under My Documents, click  to the right of the required document.
2. Click Clone.
3. Edit the document name.
4. Click Clone.
7. To share a document with Zoho Survey support:
1. Under My Documents, click  to the right of the required document.
2. Click Share to Support.
3. Click Allow Access.
8. To revoke a document access from Zoho Support:
1. Under My Documents, click  to the right of the required document.
2. Click Revoke Support access.
9. To preview a trashed document:
1. Under Trashed, click  to the right of the required document.
2. Click Preview.
10. To restore a trashed document:
1. Under Trashed, click  to the right of the required document.
2. Click Restore.
11. To delete a trashed document:
1. Under Trashed, click  to the right of the required document.
2. Click Delete.
3. Click Yes.

To view and export merged documents in individual responses:

1. Go to Reports and select Individual Responses.
2. Scroll down to the Merged Documents section.
3. Click View to view the merged document.
4. Click X to close the window.
5. Click Export to export the merged document.
6. Enter the file name in the File Name text box.
7. Click Export.
8. Click Go to Exports.
9. To search for a document, type the file name in the search bar.
10. To filter the documents, click .
11. Click Download to download a merged document.
12. Click Delete to delete a merged document.

Behavior:

1. Trashed documents can only be edited after they are restored again.
2. To use a document's URL in the Zoho CRM and Zoho Recruit field mappings, different survey end pages, Email Trigger content, and Webhook and Trigger function enable generating a public link for each merged document in Settings > Preferences > Generate a public link for each merged document.

Access: