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

How do you merge 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!


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