Publish and Embed Fillable Forms in Zoho Writer

How to publish and embed a fillable form in Zoho Writer (webform)

Overview  

Zoho Writer allows you to publish a fillable form so it can be accessed by users within your organization or by anyone on the internet. You can also embed the published fillable form on your website, allowing users to fill it online without needing a Zoho account.
Publishing is ideal when you want to make a fillable form publicly accessible or reuse it across channels.

Prerequisites  

  1. The document must be created as a fillable template in Zoho Writer.
  2. All required fillable fields must be added and configured.
  3. You must have Share permission to publish the document.
  4. If you plan to embed the form on your website, ensure a custom domain is configured with a valid CNAME record. Steps to create a custom domain.

Steps  

Step 1: Open the Publish & Embed option  
  1. Open the Writer fillable template that you want to publish.
  2. Go to Automate > Finish.
  3. Click Publish & Embed. The Publish Settings dialog opens.


Step 2: Choose who can access the published form  
In the Publish Settings dialog:
  1. Select one of the following access options:
    1. Within your organization
    2. Anyone on the internet
  2. Click Publish. Once published, a fillable form link is generated.
Step 3: Share the published form as a link (optional)  
  1. Hover over the published form link.
  2. Click the Copy, view or share icon to share the link.
Step 4: Enable automatic republishing (optional)
  1. Select Automatic Republishing in the Publish Settings dialog.
When enabled:
  1. Any changes made to the fillable form are automatically reflected in the published version.
  2. Users always access the latest version of the form.

Step 5: Embed the fillable form on a website  
  1. In the same Publish Settings dialog, click Embed code.


  2. Copy the generated embed code.
  3. You can paste this code into your website’s HTML or CMS editor. The fillable form is now embedded and ready to be filled by website visitors.
Note: For security reasons, fillable forms can be embedded only on pages loaded from the same origin or domain. To embed a form on your website, ensure that a custom domain is configured with a valid CNAME record. 
  1. How to create a form using Writer fillable templates
  2. How to setup fields in fillable templates in Zoho Writer
  3. How to share a fillable form in Zoho Writer
  4. How to setup custom domain needed to embed a form
  5. Watch : How to embed fillable form in website