Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document
Hello,
We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans" table that is pulling in records from an "Investor" table through a subform. This subform will normally have at least a few records for each relevant loan. In this mail merge template, there are 4 fields coming from the subform which require a separate document to be signed by each investor. Currently, we are only able to produce a document that contains each subform record and the fields in a table, but we need this to automatically populate a separate document for each investor.
Can someone please advise if it's possible to use a mail merge template to populate a separate template with these fields for each record of the subform? We need to be able to do this for up to 5-10 separate records from the subform for each loan. Please let me know if you have any questions requiring clarification.
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Corey McGinnis
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