How to merge documents using Zoho Creator's data
Overview
Zoho Writer allows you to generate personalized documents using Zoho Creator's data. Generate documents by connecting Zoho Creator as a data source or by setting up workflows in Zoho Creator.
Steps
- Open the merge template in Zoho Writer.
- Click the hamburger icon, go to the Automate tab -> Select Data Source -> Add a data source to get started.
- In the Select Data Source dialog that opens:
- Click Zoho Creator and choose your desired application.
- Add the appropriate fields in the merge templates.
- You can also setup workflow to run merge in Zoho Creator.
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US: +1 888 900 9646 (#5 - #4)
India: + 91 44 6965 6070 (#5 - #4)
UK: + 44 (20) 35647890
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