Merge Setup
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 ...
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 ...
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
Ask AI to explain this: ChatGPT | Perplexity | Claude 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 ...