Merge Setup
Merge Data Source : JSON Format with Sample data
{ "fields": [ { "id": "course_name", "display_name": "Course name", "type": "text" }, { "id": "course_code", "display_name": "Course code", "type": "text" }, { "id": "email", "display_name": "Email address", "type": "email" }, { "id": ...How to use data from related modules in Zoho CRM or Bigin to generate documents
Overview Zoho Writer allows you to generate documents using data from multiple modules in your data source. Whether you're pulling data from modules in Zoho CRM, Zoho Creator, or other data sources, you can merge related information like deals, ...How to combine several PDFs with a merged PDF file
Overview Zoho Writer's merge templates allow you to combine the generated PDFs into a single PDF. You can either combine all the generated PDFs into one or combine the generated PDF with a static PDF. You can do this using custom functions or the ...How to send the merged document for review and approval
Overview Zoho Writer allows you to automatically send merged documents to internal stakeholders for review and approval as part of your document automation workflow. This is useful when generated documents—like contracts, quotes, or proposals—need ...The difference between filtering and routing, and configuring logic to filter or route data
Overview The advanced automation flow builder in Writer Merge templates enables you to dynamically evaluate data, and direct it through an appropriate path of the workflow using the following filter and route logic (rules) cards: Execute On Condition ...What are the various components of Writer's advanced automation builder
Overview The advanced automation flow builder of Zoho Writer's merge templates enables you to set up complex document workflows involving multiple templates, conditionally processing data using different templates, multiple output or distribution ...Understanding simple vs advanced document automation in Writer's merge templates
Overview Zoho Writer offers two levels of document automation: Simple Automation and Advanced Automation. Both are designed to streamline document generation and distribution—but each serves different use cases depending on the complexity of your ...How to setup advanced automation in Writer merge templates
Overview The Advanced Automation Flow Builder empowers you to design dynamic document workflows that span multiple templates—automating generation, applying business rules for routing, combining documents, and seamlessly distributing or storing them. ...How to suppress blank rows, columns, lines and empty tables in generated documents
Overview Merge Preferences helps prevent blank lines or placeholders from appearing in the final document when a data field is empty avoiding awkward gaps or broken formatting caused by missing dat or empty value in merge fields. While merging, ...Getting started with document merge in Zoho Writer
Overview Template-based document generation in Zoho Writer allows you to automate the creation of personalized documents by connecting pre-designed templates with structured data sources such as spreadsheets, forms, CRMs, or APIs. Each template ...How to use the record_id parameter in Zoho Writer's merge templates
The record_id parameter in Zoho Writer's merge templates allows you to easily fetch the values of the desired fields based on the record_id value. With this new parameter, you do not have to manually map every field used in the template in your ...How to sort data in repeat blocks in merge templates
Overview You can organize your repeat table data by sorting it using specific merge fields. For example, to list employees by department, and then by their date of joining within each department, use the 'Sort Repeat Records' feature in Zoho Writer. ...How to customize output with groupby and aggregate fields in merge
Overview In Zoho Writer, when working with merge templates, you can use transform, aggregate functions and grouping to summarize and organize your data—especially useful when dealing with tabular data like invoices, reports, or summaries. With ...How to merge and send document via email in Zoho Writer
Overview The Merge and Send via Email option in Zoho Writer lets you generate personalized documents for each record in your data source and automatically send them via email. Each recipient gets a customized document as an attachment or inline ...How to add condition fields in merge templates
Overview Condition fields allow you to dynamically show or hide content based on set conditions. Conditions come in handy while automating documents like contracts, proposals, or letters where certain sections only apply in specific cases. You can ...How to create dynamic lists and tables with repeat blocks in merge templates
Overview Repeat Blocks in Zoho Writer’s Mail Merge help you duplicate blocks of content like rows in an invoice or items in a list based on multiple records in your data source. This is useful for generating dynamic documents such as purchase orders, ...How to control field rendering through merge field type settings
Overview Zoho Writer's merge fields type make the data source value appear as formatted text, numbers, dates, checkboxes, images, hyperlinks, maps, chart or watermark. This flexibility allows users to design automated proposals, invoices, and reports ...How to track merge status and handle errors in Zoho Writer
Overview You can track the status of the merge jobs using email notifications and the merge logs. While email notifications help you track the merge initiation and completion status, the merge logs help you track the status of jobs in progress, along ...How to trigger document merge in Zoho Writer
Overview Zoho Writer document merge can be triggered in four ways: manually, on a schedule, on form submission, or via an incoming webhook. This flexibility allows you to choose the most suitable automation method—whether you want to merge documents ...Zoho Writer merge templates: understanding supported merge data sources and its limits
Overview This table provides a consolidated comparison of data source limits in Zoho Writer, organized by app, and includes details on image support, record limits, and subform (table) constraints for the supported data sources Supported Data Sources ...How to setup image type merge field in Zoho Writer
Overview The Image Field Merge feature in Zoho Writer lets you dynamically insert images (like profile photos, product images, logos, or scanned documents) into templates during a mail merge. You can map image fields from your data source—such as ...How to autonumber repeating blocks in generated documents
Overview Use the AutoNumber field to add automatic numbering to a block of content that repeats for each data record during the merge process Step 1 : Go to Settings next to Manage Fields in the Automate Tab. Step 2: In Fields settings and choose the ...How to track the read status of emails sent via Zoho Writer merge operation
To track read status of mail merge emails sent via Writer, do the following: 1. Go to Automate > Choose Output > Merge & Send via email. 2. Now check the Enable read receipts & link tracking option. 3. You can now see the mail merge status under View ...How to run custom workflows after merging a document
Overview Zoho Writer allows you to automate post-merge tasks by executing custom Deluge functions immediately after a document merge is completed. This is useful for triggering workflows such as sending notifications, updating CRM records, or storing ...How to add date based conditional fields in a document
Overview You can now use conditional logic with date fields to show or hide content based on date comparisons, before or after a certain date, and display values only for records within a specified time window. Here's an example: Steps A. Add Date ...How to shorten merge field names
Overview Long field names can disrupt the layout of your template by causing unwanted line wrapping and uneven spacing. Setting Short Names allows you to assign concise labels to fields, helping maintain a clean and consistent layout without altering ...How to use Zoho WorkDrive images in Zoho Writer's merge fields
Overview When performing a mail merge in Zoho Writer, image fields must be provided with a public URL to properly display the image. If your images are stored in Zoho WorkDrive, you can generate a public download URL and use it for your image fields. ...How to merge and generate prefilled fillable forms
Overview Zoho Writer lets you merge templates with data from connected sources to generate prefilled fillable forms. Each merged record creates a unique form link, allowing recipients to view and complete the form with pre-entered information. This ...How does daily limit reset work in Zoho Writer's merge templates
Daily Merge Limit Reset in Zoho Writer How it works: Writer tracks merges on a rolling 24-hour basis. The limit renews exactly 24 hours after each merge action. Example 1: Daily limit: 100 merges. At 6:00 am, you perform 5 merges → 95 merges left. ...How to create charts with merge field data during merge
Overview Zoho Writer lets you insert dynamic charts into merge templates, so that when you generate personalized documents (via Mail Merge), each document can display data-driven visualizations instead of just plain text. Common chart types such as ...How to merge and store documents in Zoho Writer
Overview Merge and Store option allows you to automatically generate and save personalized documents for each record in your connected data source. Once the merge is complete, each document is stored individually in the location of your choice—such ...What are the limits in document automation in Writer
Overview The below table shows the document automation limits in Writer and their respective eligibility for increase or decrease via add-ons. Feature Limit Template and Document Generation Limits Template count Unlimited Template size 5 lakh ...How to sequentially number documents generated from merge
Overview The Document Sequence Number is an auto-incrementing field in Zoho Writer that assigns a unique, sequential number to each document generated through a mail merge. This ensures that every merged document receives its own distinct reference ...How to schedule a merge operation, and cancel, abort, or rerun a scheduled merge in Zoho Writer
Manage your mail merge jobs efficiently based on their status—pending, running, or completed with failures. 1. Cancel a scheduled merge (before it starts) Go to Automate > Finish > View Logs Find your scheduled job and click Cancel Credits: Fully ...How to customize date field format in merge template
Overview Zoho Writer allows you to customize the format of date fields in merge templates, so the final document displays dates in the preferred style—whether that's 25 July 2025, 07/25/2025, 25-07-2025, or even localized formats like 25 जुलाई 2025. ...How to add personalized attachments to merged documents
Overview Zoho Writer allows you to personalize email attachments during a mail merge by linking unique files to each recipient. This is useful when each recipient needs to receive a different document—such as invoices, contracts, or reports—based on ...How to add dynamic watermarks with merge fields
Overview Merge fields can be inserted into text watermarks when using Zoho Writer’s mail merge feature. This allows dynamic content—such as names or status—to appear in the watermark when merging from data sources like Zoho CRM, Zoho Creator, or ...How to add common attachments to merged documents
Overview Zoho Writer allows you to add one or more attachments to your mail merge emails. You can add personalized unique attachments using field variables, so each recipient receives a customized file or add common attachments to your mail merge ...How to send the merged document for sign collection
Overview Merge and Send for Sign Collection option automates the process of generating personalized documents and sending them for e-signature collection in a single workflow. This feature merges a template with data from a connected source (like ...How to insert dynamic text links for each record using merge fields
Overview Zoho Writer allows you to insert personalized hyperlinks in your documents by combining static text with dynamic merge field values. This is useful for creating recipient-specific URLs—for example, linking to individual order summaries, ...Next page
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