Merge and Send for Approval in Zoho Writer | Document review workflow

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 internal review and approval before being finalized or sent external.

Prerequisites

1. Create or Open a Merge Template
  1. Open Zoho Writer.
  2. Choose a template or create a new document.
  3. Connect your data source (Zoho CRM, Sheet, etc.).
2. Insert Merge Fields
  1. Add merge fields (e.g., Name, Email, Amount) in the document using Manage Fields.
  2. Use repeat tables, conditional blocks, etc., if needed.

Steps

  1. Go to Automation Tab . Choose Setup Simple Merge
  2. Choose Merge Output Options as Merge and send for approval


  1. Configure Approval Settings
    1. Add one or more reviewers and approvers.
    2. Optionally define:
      1. Deadline for approval
      2. Custom message to reviewer and approver
  2. Click Save
  3. Optionally Configure Custom Deluge Script
    1. Configure to run custom Deluge scripts  to automate workflows and extend functionality after document approval is completed.

Limitations

  1. Max 10 approvers/reviewers from the same WorkDrive organization
  2. Daily limit of 50 merges for approval

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