Create a merged document

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 another. Creating these documents separately for every recipient might be too time-consuming, and keeping track of all the documents might seem impossible.
With Writer's mail merge, you can
  1. Create and distribute multiple copies of personalized letters, emails, etc., to numerous recipients simultaneously.
  1. Save a copy of all these merged documents on your Zoho WorkDrive/Zoho Docs folders by customizing the names of each document.
  1. Send the documents for sign and
  1. Share them via email.

Template Creation

A merge template can be created in two ways:

  1. From Scratch
  2. From PDF

From Scratch

To build a fresh template

  • Go to File > New Automation Template > Merge Template > Create from scratch.

From PDF

Use Writer's Create over PDF feature to

  • Build and send interactive PDF documents such as tax forms, invoices, etc.
  • Fill a PDF form template using the information from a database to generate multiple PDF documents where each document contains personalized content like names, addresses, etc.

To insert fields over a PDF file

  • Go to File > New Automation Template > Merge Template > Create over PDF.

How it works:

On uploading a PDF file, merge fields are inserted over the PDF file. Writer then populates field values from the data source you have linked to or from the fields you've created.

Pre requirements:

  1. a PDF document with interactive fields and
  2. a Data Source document with relevant information.

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