How to merge documents on form submit and define output options

After creating a merge template in Zoho Writer and adding Zoho Forms as a data source, you can configure this action:

1. Click On form submission under When to Merge in the left panel.

2. Choose from a list of various options under Choose Output.

Because your data source is Zoho Forms, Push data to Zoho Sheet and Allow respondent to download the document are available.

If you choose Allow respondent to download the document, you can customize the file name, format, download button name, and more.

3. Click Run Merge. Now, every time one of your respondents fills and submits the form, the data will get merged and they will be able to download a copy of the document.

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