How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort!

Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for improved tracking and reference and easier maintenance of data in participant records.

Here's how to merge certificates and neatly store them in dynamically organised folders:



Steps:
  1. Create a merge template or import the desired certificate template and customise it using the design and formatting options.
  2. Ensure you have collected the participant details in a data source and insert your data source into the template.
  3. Insert merge fields within the template to auto-fill participant-specific details.
  4. Under Choose Output, select Merge & save as individual files.
  5. Enter a name for the files.
  6. Choose Create new folder as the Location.
  7. Select a parent directory and click Dynamic folder creation.
  8. Designate merge fields as folder names and add nested folders if needed.
  9. Click Configure and save settings.
Give this feature a try and write to us at support@zohowriter.com or support@eu.zohowriter.com if you need further assistance.

You can also check out our knowledge base article on how to create and email certificates in bulk.

We'll be back with more updates. Stay tuned!

Until then,
Happy automating!
    • Sticky Posts

    • Easily perform calculations using dates with the new DATEDIF function

      Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
    • Zoho Writer's WordPress extensions

      Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window
    • Date-based conditions and filters

      Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the
    • Introducing group by, aggregation, and repeating regions in mail merge templates

      Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
    • Say hello to an improved way to merge documents!

      Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers
      • Recent Topics

      • Group Tax in Service Line Items

        Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
      • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

        I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
      • Function #4: Schedule Customer Statements

        Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
      • Limiting search or dependencies with an asterisk "*".

        I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
      • Cross Data Center Support for 1:1 Chats with External Users

        Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
      • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

        Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
      • Regex in Zoho Mail custom filters is not supported - but it works!

        I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
      • Importing a new list into campaigns

        I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
      • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

        when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
      • How can I see content of system generated mails from zBooks?

        System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
      • CRM Blueprint Notification by Cliq

        Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
      • Sync Contacts in iOS

        What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
      • Live webinar: Craft the ideal sales pitch deck with Show

        Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!
      • Project Statuses

        Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
      • 👋 Welcome to the Zoho MCP Community

        Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
      • DNS Manager

        Where Can I find my DNS manager so I can link this to click funnels or AWEBER
      • Need to extract date from datetime field

        I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions
      • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

        Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
      • additional accounts

        If I brought 5 emails to my account. Can I later buy additional emails.
      • Why I am unable to configure Zoho Voice with my Zoho CRM account?

        I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.
      • Cliq Meeting Calls No Audio and Screen Share

        When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the
      • Work anniversary and birthdays on connect

        Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one
      • Alias Email Id already exists

        Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav
      • Feature Request: Ability to Set a Custom List View as Default for All Users

        Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
      • Adding Multiple Products (Package) to a Quote

        I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
      • webinar registration confirmation are landing in SPMA folders

        I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?
      • Multiple organizations under Zoho One

        Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other
      • Unbundle feature for composite items

        We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
      • workflow not working in subform

        I have the following code in a subform which works perfectly when i use the form alone but when i use the form as a subform within another main form it does not work. I have read something about using row but i just cant seem to figure out what to change
      • Fetch data from another table into a form field

        I have spent the day trying to work this out so i thought i would use the forum for the first time. I have two forms in the same application and when a user selects a customer name from a drop down field and would like the customer number field in the
      • Record comment filter

        Hi - I have a calendar app that we use to track tasks. I have the calendar view set up so that the logged in user only sees the record if they are assigned to the task. BUT there are instances when someone is @ mentioned in the record when they are not
      • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

        Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
      • FSM too slow today !!

        Anybody else with problem today to loading FSM (WO, AP etc.)?
      • Not able to Sign In in Zoho OneAuth in Windows 10

        I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshot
      • Mapping a custom preferred date field in the estimate with the native field in the workorder

        Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom
      • Is there a way to request a password?

        We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,
      • Single Task Report

        I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the
      • Auto-response for closed tickets

        Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, Ed
      • How to Push Zoho Desk time logged to Zoho Projects?

        I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associated
      • Cannot access KB within Help Center

        Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
      • Next Page