How to map document merge fields with names in data source?
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:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Connecting a Data Source
Data Sources Writer fetches data from the source document and places it in the merge template to generate separate output documents for each record. The source document can be anyone of the following: CSV or JSON file Use a CSV file- comma separated ...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 ...Working with Fields
Supported field types Supported field types Description Possible Values in the data source Rendered as Notes Plain Text The value of the field is placed as a string in the document. “test” “test” You can select the field in the document and apply the ...How to shorten merge field names?
To shorten merge field name, do the following: 1. After inserting the merge fields in your document, click on the field for which you want to make changes to. 2. You will see the following three options . Select the second option as shown below. ...What are the limits in document automation in Writer?
The below table shows the document automation limits in Writer and their respective eligibility for increase or decrease via add-ons. Document Merge Limits Features Limits ...