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 data fields in your source.

Steps

Follow these steps to include personalized attachments in your mail merge:

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 up the files from the field containing the attachment URL's. The attached URL's must be publicly accessible.

5. Or you can choose pick the folder containing the attachments and then map the attachment file to the field value. Choose the attachment file from the Folder and map it to the associated field name (each value containing a unique name). After you've finished, click Done.

6. If you wish to apply these settings for future merges, check the Remember these settings except for passwords(if any) for future merges option.

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