Prerequisites for Merge&Email, Merge&Sign, Sign and Combine and Store APIs in Writer
For the Merge and Email, Merge and Sign, Sign or Combine and Store APIs to work, initially, you need to access the 'Automate' panel from Writer UI once before sending the API request.
Please follow the below steps to know how to access the Automate panel from Writer UI:
1. Go to Writer Dashboard > Create New > Merge Template > Create from Scratch. Other integration users (say Zoho CRM, Zoho People, Zoho Recruit, Orchestly and Zoho Form) can directly open the templates.
2. Type some content in the editor and click on 'Automate' from the left panel.
It is enough if you access the Automate panel inside Writer UI only once (ie) for the first time alone. It's NOT necessary that this needs to be done every time before sending an API request.
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お知らせ：当社は、お客様により充実したサポート情報を迅速に提供するため、本ページのコンテンツは機械翻訳を用いて日本語に翻訳しています。正確かつ最新のサポート情報をご覧いただくには、本内容の英語版を参照してください。 Merge and メール、Merge and Sign、SignまたはCombine and StoreAPIを利用するには、最初にWriter UIの「Automate」パネルにアクセスしてからAPIリクエストを送信してください。 ...How to merge subform fields and image field via Zoho Writer's Merge APIs?
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