Merge Setup
How to sort repeat table data during Zoho Writer's mail merge?
Organize your repeat table data in a logical order by sorting it based on a specific merge field. For example, let's say you want to sort your employee details by their department. Then, within each department, you may further want to sort the ...How to auto increment values for each form submission
The Auto Number field allows you to set sequential numeric value to each entry your users your users submit through your form. To add an auto number field: Click Create Fields in your Writer template. Enter the field label and set the type as ...How to convert scanned images of documents or forms into Writer templates
Convert the image as a PDF file and upload the PDF to Zoho Writer as an automation template. To upload PDF files as an automation template refer.How to enable or disable checkboxes using conditions
After creating a merge template in Zoho Writer and connecting your data source, perform the following steps: Insert separate checkbox fields for each option in your data source. Select the inserted checkboxes and click Edit Field Settings for this ...How to send merged document as a link from Zoho Writer?
Share your merged document's link via email using the Merge and send via email option under "Choose Output". Choose Send as Link under "Email as" shown in the image below. To learn more about Merge and send via email, refer to this link.How do I disable the mail merge notification?
Open any Writer document. Click on the Settings icon in the top right corner. Select 'More Settings'. Click on 'Notifications' in the left panel. Disable both merge notifications. Please note that disabling the mail merge notification will not affect ...How to set up mail merge for sending Offer Letters using Zoho Writer?
Offer Letters can be created and sent out in bulk automatically in minutes. Follow these steps to create a template and send the offer letters in a few clicks using Zoho Writer's mail merge. Here are the steps: Create a blank document in Zoho Writer. ...How to send digital certificates using Writer's mail merge?
Zylker Academy rewarded those who completed a course successfully with a Digital Certificate. Zylker Academy chose Zoho Writer's mail merge to accomplish this in minutes. Follow these steps to automate the process and send out certificates in bulk ...How to have each subform record added in a separate page?
You can accomplish this by inserting a page break after your subform. Here are the elaborate steps with an example for you to follow. Turbo Steels Pvt Ltd wants to generate monthly invoices for one of their customers. The invoices have multiple ...How to autonumber repeating blocks during mail merge?
To add auto number to a block of content that is repeated based on the number of data records that are passed in the merge process use AutoNumber Field. Step 1 : Create a Merge Field. Step 2: Go to Fields settings and choose the type as Autonumber ...How to filter records on subform related lists in mail merge?
You can do this by adding filters in subforms. 1. Open your Writer document and add your subform fields. 2. Now right click on the subform field and choose Apply Filter to Repeat Records. 3. Now add the filters of your choice and hit Filter. 4. The ...How to track read status of mail merge emails sent via Writer?
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 send merged document for approval before signing?
To send merged documents for approval before signing, do the following: 1. Open your merged document in Writer. 2. Now go to Choose Output in the automation tab and click Merge & send for sign collection. 3. Now add your approvers first, then your ...How to run custom workflows after merging a document?
Writer now allows execution of custom function after merge document is complete. Step 1 : Choose "Merge & save as individual files" option for merge output settings Step 2 : Choose "Execute a custom function" and click configure to write your own ...How to add date based conditional fields in a document?
Conditional fields to hide text or table rows based on your date and time criteria can configured as shown. Note : Make sure the field used in condition is of type 'Date'. and input format of date is configured.How to shorten merge field names?
To shorten merge field name, do the following: 1. After inserting the merge fields in your document, click on the field for which you want to make changes to. 2. You will see the following three options . Select the second option as shown below. ...How to create Merge Templates from PDF Templates?
Create Merge Template from Existing PDF. Add fields to PDF templates. Choose merge data from sources like sheet/CSV/CRM and run merge.How to share merged documents securely with clients externally?
Sharing merged documents securely with clients externally can be done by configuring custom functions with DRE in 'merge and store' output setting.How to use Zoho WorkDrive images into Writer merge fields?
Zoho Writer only accepts Public URL for the image fields in Mail merge. If the images are stored in Zoho WorkDrive, you can create a downloadable link and use it as an input value for the image field. This can be done in the following three ways; a) ...How can I merge templates to create a fillable form?
To create fillable forms from merged templates, do the following: 1. Open Writer (http://writer.zoho.com/new) and go to Create new > Merge Template. 2. After you've inserted all the emrge fields from your data source, go to the Automate tab > Choose ...How to maintain the table row height according to the size of content during conditional merge?
To maintain the table row height size according to the content in the cell, do the following: 1. In the Table menu, Click on Auto under Row Height.How to merge address or location to a Google Map during merge?
1. Open your merge template. 2. Click on the settings icon next to Manage Fields. 3. To represent address or location of a place as a map in merged documents can be done by setting the field type as "map" in field settings as shown.How to remove domain from blocked list?
To remove already added domains from the blocked domain list, follow the below steps: 1. In the admin console panel, click on Configurations tab on left, there you will find the blocked domains tab. 2. Hover over the domain or email and click ...What happens when I exceed the daily merge limit?
Once you exceed 100% of the daily merge limit, Writer will automatically reset and renew the merge limit after 24 hours. Writer sets the daily merge limit based on the merge limits consumed within 24 hours on any given day. So for example, let's say ...How to generate prefilled PDF forms by merging Writer documents?
Allowing users to create a pre-filled PDF forms that retains fill fields after it is merged, which users can fill out and submit, without downloading software or a paid one is now available Step 1 : Create Merge Template with merge Fields Step 2 : ...How to create charts with merge fields data during merge?
Creating Charts from merge fields in now possible in Writer. Step 1 : Go to Form or Subform tab and choose Chart as shown Step 2: Choose the Chart type and Fields containing data to populate charts and Click Insert. Step 3: On Merge, data will be ...What are the limits in document automation in Writer?
The below table shows the document automation limits in Writer and their respective eligibility for increase or decrease via add-ons. Document Merge Limits Features Limits Eligibility for increase or decrease via add-on Template count Unlimited - ...How to sequentially number documents generated from merge?
Document Sequence fields increment its value each time a document is merged .This field helps in unique numbering of the documents produced from merge. Prefix and Suffix allows addition of more details to this number for better referencing.How to merge addresses stored in Zoho Sheet with my documents in Writer?
To merge addresses from Zoho Sheet, follow the below steps: 1. From Writer's homepage, go to Public Templates > Labels and Envelopes > Avery Label 2. Once you've opened the Avery Label template, convert this to a merge template by going to More ...How to add another person to receive an email when a document is signed?
Follow the below steps to add people to receive an email of the signed documents for each process: 1. Go to Automate > Configure > Configure Sign collection. 2. Under Setup Sign Workflow, check the Email the signed document(s) to option and click ...How to cancel a scheduled distribution during the mail merge process?
If the process has not been initiated yet, then you can easily cancel a scheduled mail merge process. Here's how: 1. Once you've scheduled to merge, go to the Automate tab > Finish> View Logs. 2. Now choose the scheduled merge job you want to cancel ...How to customize the date format in the merged operation?
To change the format of date type merge fields before inserting into the document, follow the below steps: 1. Click on the gear icon next to Manage Fields. 2. Now change the type of the field to date and click on Configure. 3. Now under Input Format, ...How can I sort Dynamic (RL) Table rows created during merge?
Dynamic tables in merge templates of Zoho CRM or Zoho Creator pulls data from these Apps to merge and outputs is populated. These RL tables can be sorted based on the column values in ascending or descending order.How to add or subtract specific number of days to a merge date field?
Besides formatting data, users can add or subtract a specific number of days to a date during merge. Step 1: Set the Merge Field type as Date Step 2: Configure Date from Field Settings as shown Step 3: Adjust the date by adding days/months or years ...How to link unique attachments to mail merge templates by default?
To link unique attachments to mail merge templates by default, follow the below steps: 1. Open your merge template. 2. Go to Choose Output > Merge & send via email. 3. Click on Add attachment > Add Unique Attachment. 4. You can either choose to pick ...How to add dynamic watermark with merge fields?
Documents can be merged with unique watermarks on it (say recipient's name or a unique number or value from the data to be merged).How to set a merge field's formatting to Upper, Lower case in templates?
To format merged text to either capitalize it or change it to lowercase or uppercase, go to More Options > Format tab. Then select the required merged text and apply the change case option under the Font panel. .Can I add attachments to mail merge templates for reuse?
Writer allows you to specify one or multiple attachments to be sent out with your mails. The attachments can also be based on a field variable so that you can send out personalized attachments to each individual in one mail. To link attachments to ...How to check if the conditional field's value is empty?
To check if the conditional field's value is empty, follow the below steps. Open the required document. Go to More Options (☰) > Automate > Select your data source > Conditions. The Set Conditions popup will open. Use the IsEmpty comparison ...How to map document merge fields with names in data source?
Field Mapping gives the ability to map merge fields of the document to the record names in the data source linked to the document before merging or sending them out for signature. If the document is connected to a different data source that uses ...Next page
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