Hi,

Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer or docx file). The goal is to be able to give this document to shareholders once the projects is closed.

I added custom fields (estimated budget, real budget, partners, dates, goals...)  in the project details, so every projects contains all necessary data for that project and be reusable.

To produce the document, I created a template in workdrive, and use the merge template functionnality. Merging works fine, but creates a document for every project at once. We need only need to have the selected project to be created. And workdrive will only create PDF, and not Writer / docx file.

What am I missing to create a summary of the project, which can be edited ?

How would you do to have this document created with all data from a given project ?

Thank you for you help and ideas !