Dynamic watermark in merge in Zoho Writer

How to add dynamic watermarks with merge fields

Overview

Merge fields can be inserted into text watermarks when using Zoho Writer’s mail merge feature. This allows dynamic content—such as names or status—to appear in the watermark when merging from data sources like Zoho CRM, Zoho Creator, or spreadsheets. Note that this applies only to text-based watermarks, not image watermarks.

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).

Steps

1. Go to Page Setup Tab -> Advanced Page Setup -> Document Level Setup

2. In the Document Level Page Setup window, go to the Watermark tab.

                                                    

2. Choose Watermark As Text , and click on plus icon in the Text & placement field to choose the merge field value to be used as watermark text.

                                                 



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • How to merge subform fields and image field via Zoho Writer's Merge APIs

                                                                                                                              Overview Zoho Writer's Merge API enables the dynamic population of documents using data from Zoho CRM. This includes merging not only standard fields but also related list (subform) fields and image fields. This guide outlines the steps required to ...
                                                                                                                            • How to control field rendering through merge field type settings

                                                                                                                              Overview Zoho Writer's merge fields type make the data source value appear as formatted text, numbers, dates, checkboxes, images, hyperlinks, maps, chart or watermark. This flexibility allows users to design automated proposals, invoices, and reports ...
                                                                                                                            • How to insert different text watermarks to various pages of your Writer document?

                                                                                                                              You can insert different watermarks into various pages of your document by using text boxes. Here's how to add text boxes as watermarks to specific pages: Insert a text box anywhere in your document from the Insert pane on the left panel. Add the ...
                                                                                                                            • How mail merge template works in Zoho CRM

                                                                                                                              Overview During CRM integration, when a user selects or opens any record and initiates a merge operation, a temporary document is generated from the chosen template to facilitate the merge operation with the record's data. It's crucial to note that ...
                                                                                                                            • How to sort data in repeat blocks in merge templates

                                                                                                                              Overview You can organize your repeat table data by sorting it using specific merge fields. For example, to list employees by department, and then by their date of joining within each department, use the 'Sort Repeat Records' feature in Zoho Writer. ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources