Prerequisites for Merge&Sign, Sign and Combine and Store APIs in Writer
For the 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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Finish Merge
Finish Actions Email Notifications You can enable email notifications to get notified when the merge is initiated and completed. You will receive an email as shown below, once the merge is initiated with a link to track the status of the merge ...How to merge subform fields and image field with Zoho Writer's Merge APIs in Zoho CRM
How to merge subform fields via Merge API's in Zoho Writer 1. Create a Merge template in Writer with related (RL) fields Sample Merge Template consisting of both Normal and RL fields: Hello <<Contacts.First Name>> Send a mail to <<Contacts.Email>> ...How to merge Subform Fields via Merge API's in Writer?
1. Create a Merge template in Writer with related (RL) fields Sample Merge Template consisting of both Normal and RL fields: Hello <<Contacts.First Name>> Send a mail to <<Contacts.Email>> Invoice Owner Invoice Number Created By Due Date ...Configure workflow in Zoho Projects with Writer's mail merge
Zoho Writer and Zoho Projects' integration allows collaboration and document management for project teams. Project managers can automate the creation of critical documents using Zoho Writer's custom functions and workflow rules. The integration also ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources