Personalized Attachments in Zoho Writer Mail Merge

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

  1. Open your merge template and choose Merge & send via email as the output option.
  2. Click Add attachment > Add Unique Attachment.

  3. 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. Or you can choose pick the folder containing the attachments and then map the attachment file to the field value.

     
  1. How to merge and send document via email in Zoho Writer
  2. How to add common attachments to mail merge templates
  3. How to merge and send a document for sign collection


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