merged document as a fillable template

How can I merge templates to create a fillable form?

To create fillable forms from merged templates, do the following:

1. Open Writer (http://writer.zoho.com/new) and go to Create new > Merge Template. 



2. After you've inserted all the emrge fields from your data source, go to the Automate tab > Choose Output > Merge and Save as individual files, and select the File Format as Fillable Template.


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                                                                                                  • Related Articles

                                                                                                  • Create Merge Templates

                                                                                                    Overview ​An organization might require sending out many documents in bulk to clients, employees, and its customers, which would contain content common to all the recipients and personalized or unique information that varies from one recipient to ...
                                                                                                  • Create Fillable Documents

                                                                                                    Introduction to fillable documents With Writer's fillable templates, you can create, distribute, and receive submissions on questionnaires, feedback forms, etc. Users can fill out these forms online with ease by entering information in the fields ...
                                                                                                  • How to add redirection & send merged document via email on form submit?

                                                                                                    To add redirection do the following: 1. Go to Create New > Fillable Template. 2. Once you've created your form with the necessary fillable fields, you're ready to send them out to respondents for them to fill it. 3. Now go to the Automate tab, and ...
                                                                                                  • Pre-fill fillable templates

                                                                                                    Use pre-fill templates to pre-fill fillable fields with information from various data sources like Zoho Sheet, Zoho CRM, CSV/JSON, etc. This helps reduce the number of fields the recipient has to fill in. Benefits of using pre-fill templates ...
                                                                                                  • How to merge to create a fillable template and attach it to a CRM Record after it is submitted?

                                                                                                    You can do this by executing a custom function. Refer to the below steps to learn how to configure a custom function. Open the merge template. Click on the Merge & share fillable link under "Choose Output" and save settings. Click on the Configure ...
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