Zoho Writer Mail Merge Sequential Numbering

How to sequentially number generated documents

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 ID, making it ideal for contracts, invoices, certificates, and more.



With this field, you can:
  1. Automatically generate and insert unique numbers during each merge.
  1. Maintain a consistent and traceable numbering system.
  1. Place the sequence number anywhere in your document template.
You can define the starting number for the sequence, which will automatically increment with each new document generated. A consistent prefix or suffix can also be added to every sequence number, helping maintain uniformity and avoid duplication, especially useful in high-volume document automation.


Steps

  1. Open your merge template, click Fields > Document Sequence > Create Document Sequence.




  2. In the pop up that follows, assign a name for your field and add a prefix or suffix. You can also insert a merge field and a date field as the prefix or suffix.

  3. Click Save & Insert.

Once you set up the Document Sequence Number, you can edit or delete it by clicking on the inserted field in the document.