Tip: #12 Publish fillable documents, and let your colleagues or clients take out personalized copies on the go.

Tip: #12 Publish fillable documents, and let your colleagues or clients take out personalized copies on the go.

Last week we spoke in detail about how you can use Fillable Fields to collaboratively fill documents with your colleagues or clients. This week we're going to talk about how the same fillable document template can be published so that others can fill them up and take-out personalized copies of it without affecting the master document.


 
Consider the following scenario:
 
You're an HR and you have interviews lined up for new hires over the next few weeks. You're supposed to send each candidate a form which they have to fill out and bring to the interview. How exactly would you achieve this? 
 
Traditionally, you would either individually mail the form or send the form via post to each candidate. It's a pretty time-consuming process (that sometimes by the time candidates receive the form and fill them up, the interview dates would probably be over!)
 
Here's how you can avoid this hassle and establish a process to send these forms to all the candidates easily:
 
1. Open the fillable document template.


 

2. Go to  More Options  (☰)  > Automate > Publish fillable documents.


 

3. You can either choose to publish the document to users within your organization (Click  Within Organization  for this) or to anyone on the web (Click  Publish to the web for this). In this scenario, since the candidates are not part of the organization yet, select  Publish on the web (which means that anyone who has access to the document link can open it).


 

4. If you wish to add more fillable fields into the document before publishing it, click on the  Fillable Fields or  Signer Fields links.(Click here to learn more about inserting fillable fields)


 

5. After choosing where to publish the document to, click on  Publish.  


 

6. The link of the published document will be shown under  Published URL . Share this link with the candidates and they will be able to access the fillable document. You can unpublish the document anytime by clicking on the  Unpublish button. 


 

7. Writer only recognizes the Fillable Fields as editable fields and protects the rest of the document from edits. 
 
This way all that the candidates have to do is fill the document and download it by clicking the Download as PDF button on the top right corner. This will give them a personalized copy of the document that they can print and bring to the interview—all without affecting the master document. 


 


Click here to learn more about publishing fillable documents.
 
 


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

        • Open Form in Same window as Page from embedded Report

          I have a page that has an embedded report, as shown below. When I click the + sign to add a new record, the form shows up inside the page where the report was embedded. I know that I can add a custom action to the report grid or report detail view and

        • Pricing Strategies: #4 Counting on Discounts

          "Is there any chance I can get a little discount on this month's service?" Maya hears this almost every time at her fitness studio. She offers monthly subscription plans for various services, including yoga, strength training, wellness sessions, and personal

        • Introducing Query Workbench in Zoho CRM

          Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating across

        • Limitation with Dynamic Email Attachment Capture

          I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments

        • Add Customer in Books on Creator Form Submit Params

          Hi guys, Were integrating a creator app with books however what were doing is adding a books customer on submit of creator form.  We have some parameters but some fields aren't coping, All were seeing is the contact name in books,.  Any help of the params for this would be great. below is a sample of the script... response = zoho.books.createRecord("contacts", "XXXXXXXXX", { "contact_name" : input.Name, "address" : input.Email }); 

        • Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

          We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

        • Suggestion : link KB with Accounts

          Hi Zoho teams.  I think it could be good to link KB articles with  : accounts in order to easily  find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way  to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going ! 

        • Drag and Drop in Creator Application

          Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-order

        • Is there any way to integrate Zoho with Zapier?

          Is there any way to integrate Zoho with Zapier? I'd like to use it to create a workflow, sharing posts from our Wordpress website to all our channels.

        • Popular Articles Report

          From data to decisions: A deep dive into ticketing system reports Content management teams can use various metrics to assess the effectiveness of knowledge base articles, improve content quality, and ensure articles are regularly updated. Predefined article

        • Invoice Ref. Field

          Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters

        • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

          Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's

        • Turning off the new UI

          Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

        • XML format to import knowledgebase into Zoho Desk

          Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

        • Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)

          Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.

        • Duplicate Accounts

          Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley we

        • Error with If formula

          I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are

        • Announcing Multi-language Support in Zoho FSM

          Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

        • Creating multiple CRM leads from a Zoho Forms subform

          Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

        • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

          Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

        • Restrict Addresses in Zoho Forms?

          In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

        • Weekly Tips: Secure your attachment downloads with Zoho Mail

          Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

        • Resume Harvester: New Enhancements for Faster Sourcing

          We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

        • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

          Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads

        • Zoho One Unified Portal - Applications

          Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

        • Marketing Tip #10: Start a customer loyalty program

          Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up

        • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

          Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early

        • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

          Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

        • Incremental Migration Issue – Ticket Showing Resolution on Dec 9 Despite Urgent MX Cutover (Ticket ID: 152080262)

          I am experiencing an issue with Zoho Mail incremental migration from Rackspace. The initial full migration completed successfully, but the incremental migration for one mailbox failed immediately with the message: “User not exist” This appears to be a

        • Resend Client Portal Invitation + View Email Delivery Status

          Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

        • Get user last login

          1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

        • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

          Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

        • Adding Multiple Files to a Zoho Vault Entry

          There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

        • FNB South Africa Bank Feed

          I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,

        • Zoho unreliable

          Some mails are delivered, others not. How can I trust Zoho any more? Some friends get my e-mail, some don't. Same with receiving e-mails: Some I get, some not. If I use Google, everything works well. But Zoho?!!! How to solve this problem? I already reported this problem before, but didn't get any reply. Thanks, Kim

        • the custom domain forwards by default to the old career site / how to switch it off??

          dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

        • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

          Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

        • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

          We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses

        • Pre-fill webforms in Recruit

          I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

        • Taxes Payable Adjustment

          I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:

        • Next Page