Customization hacks in Zoho Writer - Part 2

Customization hacks in Zoho Writer - Part 2

Hey community,
 
We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in!

Document ruler units

Imagine you're creating a project proposal that includes detailed page layouts and you need to align images and text boxes accurately. By changing the units from inches to millimeters, you can easily adjust the header, footer, and margins to match your preferred measurements. Learn how.


Comment visibility

If you're working on a document with a team, you might want all collaborators to see your comments. However, if some comments are only relevant to specific team members, you can limit visibility to those individuals. Writer lets you customize who can see your comments, including the following options:
  • All collaborators
  • Only you
  • Custom settings

Email notifications

If you're managing a critical project document and need to stay updated on every change, you can set email notifications for all changes. Alternatively, you can adjust the notification settings if you only need to know when someone comments, or you can disable email notifications entirely if you prefer not to be disturbed by updates. Options include:
  • Notify for all changes
  • Notify for comments only
  • No notifications
You can set these preferences as the default for all future documents to ensure consistent notification settings across your documents. Learn more.



Try these out and let us know if you want to learn more. Comment below about the aspects that you personalize most while writing!
 
Reach out to us at support@zohowriter.com or support@eu.zohowriter.com if you got any questions.
 
Happy writing!

    • 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

    • Attention: Changes to 10DLC TCR pricing and new authentication requirements

      Hi everyone, Starting August 1, 2025, The Campaign Registry (TCR) is introducing new pricing changes and a mandatory brand verification process called Authentication+ 2.0, which will affect how you register and manage your 10DLC messaging services. These

    • Better Time Tracking

      We need better time tracking customization for IT MSPs. We also need reporting that is built in, rather than having to try and fumble with creating custom reports. We also need to be able to mark whether a ticket has been billed or not, I don't think

    • Scheduled Tickets Need Updated

      There is a very clunky manual way to create reoccurring scheduled tickets. This should be created to be easy for the administrator to create. We create several (10 to 12) reoccurring tickets per account for biweekly and monthly auditing purposes.. The

    • Team Feeds Improvements

      Team Feeds needs to show a feed of every action within the department. Currently it seems that the feed will only show a ticket that I've personally commented on or interacted with/followed. A feed should be that, a feed. As a manager I would like to

    • Better Security, Better User Experience | Help Center Update | June'25

      As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the

    • Upload Logo to Account Page

      It would be nice to set a logo for an Account

    • View Agent Collision on Ticket List Page

      It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired

    • Restrict user from viewing the detail standard view

      Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client script

    • Upload Picture to Contact

      It would be nice to upload a profile picture to a contact.

    • Allowing Pictures for Client Contacts

      Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • Agent name Alias

      I am seeing that Full name of my staffs are written on every ticket response which is not good for some reasons. It is possible to user like this: Manny P. (First Name with Last Name's First Letter) or  Manny (First Name) This is want we want to show

    • Unable to add attachments to tickets through Desk API

      I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue

    • What's wrong with this COQL?

      What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200

    • [Feature Request] Add support for internationalized top-level domains mail hosting

      This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below

    • Add Enable/Disable to Field Rules and other Rules

      Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled

    • Syncing stuck for days

      Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help

    • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

      Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should

    • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

      Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

    • API PARAMETER FOR TICKET CLOSED TIME

      Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

    • Reply to email addresses wrong.

      I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".

    • Meeting integration with Otter.ai

      Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

    • How to close/delete a free creator account?

      I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?

    • Zoho books and zapier causes Invalid data provided

      I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The

    • CRM report

      Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam

    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

    • Enhancements to Client script?

      Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

    • Add views to new CRM UI navigation + Unlimited Webtabs

      Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

    • E-Mail Distribution List

      How do I create an e-mail distribution list in Zoho Mail?

    • Custom "create meeting" button with more functionality than Zoho currently has?

      I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

    • Error Code 4: Invalid value passed for JSONString

      Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

    • Organizing contacts/members by company

      I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

    • Unable to search in Zoho Email

      I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

    • Response Time Report

      From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

    • Zoho - Outlook plugin

      Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

    • Zoho Books - Sales Person Information

      Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

    • Offline working in Zoho Creator portal

      Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

    • Fetch Records using Dynamic Criteria

      Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

    • Url filter Report date (pivot chart)

      Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos

    • Next Page