Merge Setup
How to add common attachments to merged documents
Overview Zoho Writer allows you to add one or more attachments to your mail merge emails. You can add personalized unique attachments using field variables, so each recipient receives a customized file or add common attachments to your mail merge ...
How to send the merged document for sign collection
Overview Merge and Send for Sign Collection option automates the process of generating personalized documents and sending them for e-signature collection in a single workflow. This feature merges a template with data from a connected source (like ...
How to insert dynamic text links for each record using merge fields
Overview Zoho Writer allows you to insert personalized hyperlinks in your documents by combining static text with dynamic merge field values. This is useful for creating recipient-specific URLs—for example, linking to individual order summaries, ...
How to insert dynamic QR or barcodes in Zoho Writer's merge templates
Overview Zoho Writer lets you insert dynamic QR codes or barcodes that automatically reflect merge field values—ideal for generating documents like ID cards, tickets, invoices, or shipping labels. Steps Open your merge template. Click on the gear ...
How to filter records by condition, range, or date in merge templates
Overview Learn how to filter and select specific records from your data source to ensure only relevant information is included in your merged documents. Ways to Filter Records: Based on Conditions Apply one or more conditions to pull only the records ...