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.