Tip #09: Let your clients take out personalized copies of a document by filling in a form.

Tip #09: Let your clients take out personalized copies of a document by filling in a form.

Writer is integrated with Zoho Forms to let your clients collect their personalized copies on the go. All they have to do is fill out a form. 
 

In this post we'll talk in detail about how Writer can help you automate everyday paperwork and save time. 
 
Let's consider the below scenario. 
 
It's 9:30 A.M on Monday and three of your employees have requested for their Bonafide Certificates. 
 
Traditionally, delivering personalized documents for your employees would first require you to get the necessary information from them. This can be a back and forth process if you don't get all the information at once. Finally, after receiving all the data you need, you'd have to craft documents for each employee individually, which can be a strenuous and time-consuming task. 
 
Despite your busy schedule, here's how Writer can help you deliver the requested Bonafide Certificates in a jiffy.
 
1. Open the template document.


 
 
2. Go to  More Options > Automate tab > Merge on form submission.



If you haven't set up your Zoho Forms account yet, the pop-up will ask you to login. Learn more about this  here .

 3. Click on  Create a new form  in Writer and you will be redirected to Zoho Forms.




4. Now create a form with the personal fields required for the Bonafide Certificate and click  Save.


 

5. The forms you've created in your Zoho Forms account will automatically show up in Writer. Now select the form you want and click  Link Form. 


 

The form fields will now get linked to your Writer account.



 

6. Place the form fields across your template document. 


 

7. After you've placed the fields, you can choose what to do after your employees collect their personalized copies of the document. 
 
a) Save a copy to a folder - This will automatically save each client's personalized copy to a folder of your choice.

b) Email the document - This will send the personalized copies of the document via email to multiple recipients. 

c) Send for signature - This option lets you configure your sign workflow and sends the personalized copy of the document to recipients or other signatories for signature collection.

d) Push data to Zoho Sheet - The details entered by your employees in Zoho Forms will automatically be pushed and stored in Zoho Sheet.

e) Allow respondent to download the document - This lets your employees download personalized copies of the document after they fill the form created in Zoho Forms. 




8. After you've chosen your output options, click on Share Form to share the URL of the form you created with your employees. 


 
Now all that your employees have to do is fill the form you created in Zoho Forms and they can download a personalized copy of the template document themselves.



  

 
And would you look at that, it's only 9:45 AM on Monday and you already have three happy employees :)
 

Click here to learn more about form automation. 



 
Happy writing!




Found this helpful? Subscribe to  Writer Community  for more tips and tricks.

 
 
 










      • Sticky Posts

      • 8 Neat Tricks in Writer You Should Know About

        Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms   No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list.  2. Insert images, tables and more   Typing

      • Tip #26: Filter your records before merging a document

        Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees?     Simple, by filtering and merging

      • Tip: #11 Collaboratively fill documents with your colleagues and clients

        Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team.    Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. You

      • Tip #07: Five best defaults in Writer you can change to complement the way you work

        Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead.  From font styles to auto correct options and more, here are the five best defaults settings you can control.   1. Default font style   Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default.    To do this, go to More Options > Format > Font. Choose a font style

      • Tip #06: Make the best use of Zia in Writer

        About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it.    Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece.   Every time you write, Zia makes a scorecard after carefully assessing your

        • Recent Topics

        • Image inputed in Zoho Form were displayed to small in exported version

          Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

        • API. How do I get responses submitted to the form?

          Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

        • Question about Zoho CRM Professional plan users

          Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

        • Communicating with emojis

          On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

        • Help integrating Aircall into Zoho CRM

          Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

        • Shopify Extension no longer working in CRM

          Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

        • Easy third party collaboration: Zoho Flow Integration

          Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

        • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

          Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

        • how to edit the converted lead records?

          so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

        • Share Video Response Card ion Zobot

          I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

        • Zoho Bookings <> CRM integration

          Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

        • Cannot reject empty expense report

          Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

        • Use of Zia within Forms

          I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

        • Default in fields on Form B based on the user selection in Form A

          Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

        • Last activity time is acting like last modified time

          When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

        • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

          Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

        • HEX/RGB Color Input in Visual Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

        • CRM and Campaigns- tags not integrating?

          Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

        • Maximum limit of rows exceeded

          I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

        • Can't change form's original name in URL

          Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

        • Tip #7: 5 formas de mantener tus listas de correo electrónico

          Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

        • Mail Merge related Lists

          When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

        • create-a-purchase-receive API issues

          Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

        • Zoho Pagesense really this slow??? 5s delay...

          I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

        • Heatmap: Missing Content Elements - Zoho Page Sense

          Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

        • Marketing Tip #3: Use social proof to build trust

          People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

        • Writing by Hand in "Write" Notes

          Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

        • Make CAMPAIGNS email look as simple as possible

          Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

        • Zoho Sign Reminder email template

          Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

        • Preview an upload PDF or File

          I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

        • How to filter emails by Reply-to field?

          I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

        • How to invite friends on other social media platforms to one of my group chats in arattai?

          Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

        • Line spacing

          I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

        • Control Position of “X” (Close) Button in Popup Editor

          Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

        • Add Standalone “Save” Button in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

        • Text Direction Control in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

        • Autosave in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

        • Billing frequency is not displayed correctly.

          Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

        • Next Page