How to fill default values in fillable fields in Zoho Writer before sharing them?

Overview

Zoho Writer’s fillable templates allow you to create forms pre-filled with data from various sources, saving recipients time and effort by having much of the form already completed.

Prerequisites

A Fillable Template created
Access to the data source to fill the values.

Steps

Open the fillable template you wish to prefill and share in Zoho Writer.
Go to Automate -> Link Data Source and connect a data source.

Click on the Fillable Field in the Document and Configure the Field from Data source to prefill data as shown.

You can also use Prefill & Share to Fill the default values in the popup shown below.

In the Send for Filling tab, configure the settings for sharing the generated prefilled fillable form links as an email and click Send for Filling.

How to create a fillable form in Zoho Writer

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