A merge template can be created in two ways:
To build a fresh template
Use Writer's Create over PDF feature to
To insert fields over a PDF file
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:
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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.
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