I have seen several articles about document automation in Zoho, like this: https://
www.zoho.com/blog/writer/w6-automation-updates.htmlThese articles generally cover the data merge scenario: you have a fixed document template, and you merge it with an excel file, form response or similar so that certain fields are filled.
I want to ask about a
completely different type of document automation. I want to generate a single document with an ad hoc combination of templates.
Simple example: each of my commercial proposals includes a different team of people to execute the project. What I would like to have is a checkbox interface with a list of all my staff; I select the names of the persons I'm putting in this proposal; the system gets the bios for the selected persons, and puts them together in a single document.
I want document automation that is not merging documents with data, but selecting different documents and making a single document with them. Like opening each file and copypasting its contents to the final file, but not manual.
Is this something that could be done within Zoho Writer? Perhaps with other tool? Zoho Creator?
Thanks!