Zoho Write and CRM - How to attach merged document to CRM Record?
Hi there, I'm trying to set a function that is ready on the custom functions gallery of Zoho Write, which is the one named 'Attach to a Zoho CRM record'. The instructions indicate: /* Create the deluge connection with the scopes WorkDrive.files.READ
How can you (Mail) Merge the 'SubForm' into a writer doc
As the title states, I would like to (mail) merge the Subform section into a writing doc. Is this possible? Will this be an option available in the future? Thanks -Ben
Auto correct issue
I've gone into settings and Auto Correct and added a custom autocorrect for three periods in a row to be changed to an elipsis with non-breaking spaces in the middle - the box for it is checked to make the correction. However, when I type three periods,
background color in ZOHO Writer for the first page
Hi, Is it possible to change the background color, for the first page only ? (cover page) Best regards, Frederik
Footer with page numbers
Is it possible to have a footer set on each page with the page number? Without having to add them manually to each page?
Wrong country listed for Slovenian language in Zoho Writer
When selecting Slovenian language in Zoho Writer, the name of the country that is displayed is Serra Leone which is wrong country for that language. Sierra Leone is a country in Africa and they speak English language. Correct country for Slovenian language
Writer Mail Merge Button
Hi, I've created a dynamic document with Writer and added the form fields I need. When I do a mail merge proof everything works and the document compiles well. Now I would like to insert a button in the CRM module tab to automatically create the document
Typing mistake at Zoho Writer Blog
At Zoho Writer Blog there is a mistake in the title of a post in the word paragragh instead of paragraph.
Form-Driven Automation Missing
My company uses the form driven automation for several documents. The automation feature within Writer is now missing. See my before and after pictures. Before This feature is essential. Cleary this must be a bug. Where is this feature now?
Zoho Writer Preview is not working using AJAX
I tried to implement https://writer.zoho.com/writer/officeapi/v1/document/preview (https://api.office-integrator.in/writer/officeapi/v1/document/preview works for IN) as provided in the below documentation. https://www.zoho.com/officeplatform/integrator/api/v1/zoho-writer-preview-document.html
Sign on phone from document
Can a signature field be set to allow for instant signature using the phone the template is already on? My guys want to use this template to fill out their service ticket and then press the signature spot and have the customer sign. The only option on
Accessing Template on Mobile
Am I missing something on how I can access templates using mobile devices? I created a Template so that my field team could fill out a form on each job and hit submit to send it to their manager and save a copy in a folder. However, the only thing that
Mail Merge with Zoho CRM - Use Date in Zoho CRM and dynamically add 30 days to it
We use Mail Merge from Zoho CRM pretty often for our deals. We currently have a field called "Date of Payment" in our Deals Module, and we pull that date into our Maile Merge Templates without issues. Now, in addition to displaying the "Date of Payment"
Document Design vs. Document Styles
I'm having a hard time figuring out the difference between a document Design and a document Style. How are they different? How do they work together? I'm very familiar with using styles (headings, etc.), but how can I best understand what a document design
Work in different views in Zoho Writer
Zoho Writer offers different views for you to work with the document. Page View Full Screen View Web View Fixed View Each view serves a particular purpose, as described below. To switch views, you can click an icon in the status bar or click View Tab and switch to any required view. 1. Page View In Page View, Document is split into pages and shown as equivalent pieces of paper with physical breaks between pages. One advantage of working in this
Pas d'icone menu sur Zoho Learn
Bonjour, Je souhaiterais utiliser Zoho Learn mais l'icone Menu qui devrait être en haut à gauche n'est pas présente. Je ne peux donc rien gérer en terme de présentation de style et de police et je ne peux pas ajouter d'éléments d'images etc. Sur votre
Automated document combination - is it possible?
I have seen several articles about document automation in Zoho, like this: https://www.zoho.com/blog/writer/w6-automation-updates.html These articles generally cover the data merge scenario: you have a fixed document template, and you merge it with an
Adding field to mail merge for exisiting data
Hi there. I am looking for some help please... I am adding feilds into a mailmerge for some existing datta. The data is being pulled from a subform ... when adding the feilds they are showing up in red. as shown below.... can someone please help me??
Writer - Merged document creates a blank page
Hi All, I've created a merged document in Writer for a form we're using. I need the document to have 2 different pages with 2 different headers which I've set up using the page breaks. How do set a condition so that a header doesn't show so that only
Mail merge with related list using deluge
Hello, i have a problem when i try to merge sub field ( related list ) with mail merge. It only merges main field ( main module ). I don't how to merge sub field using zoho deluge. I am using a custom function to integrate to a button in Zoho CRM Can anybody help me with this problem ? thanks so much
Small pixel gap on far right of PDF download
Hi, I've put a text box into the header of a doc and set a background image... looks good. When I download as a PDF there is a small pixel gap on the right hand side. When I print as a PDF there is no gap. See attached images. I'll continue printing PDFs
cut and pasting images and text.....
WHen I cut and paste text and an image from one document to another, the images do not remain in the same places. For example, if an image is set to wrap around text to the left, when I cut and paste from one document to another, it does not wrap, and has to be reset. Is there a way to do this so the images remain in place?
More editing tools for Writer? You got it!
While we recently released some improved editing tools to enhance your formatting experience with Writer, we didn't want to stop there. That's why we're back again with a few more tools to help you level up your formatting game. Here's everything that's
How do I change paragraph spacing?
I started a new document, and for some reason it defaulted to double spacing between paragraphs. Anyone can tell me how I can change that? Also, any way to set defaults for this?
Zoho Doc gone wild and "buggy"?
Help?! Full of spelling errors and red underlines that weren't there originally and certainly not there after i edited, but now they appeared almost out of the blue after I shut down google chrome yesterday. Hours and hours of work down the tubes.
Info on sizing and placing of Images in ZOHO Writer as part
Hi I am just getting familiar with you exciting product. Initially, I will be posting various articles etc. to a WordPress.Com Blog. I was seeing how things work and uploaded a picture into Writer. It showed up very large. I have tried reading and looking around on ZOHO but can't figure how to size and position an image. Do I have to set size dimensions in some other editor first? Thank you in advance.
Copy and paste from word
Hi Trying to move a lot of data from word to writer but the copy and paste does not work when creating a document. I have added the extension but just keeps saying add and when i go to add it says it there but does not work. Getting very time consuming, any ideas please? Thanks
Writer and Sign
I have set up a number of workflows which goes form → merge document → Zoho sign but the documents are not being sent for signature? Why is this not working it worked fine during a free trial.
how to reduce the attached merge document PDF file size.
as before the attach merge PDF file only maximum around few hundred KB to 1 MB, on this week most the attach PDF report suddenly up to 11 MB size. Already check the attach photos resolution same as before.
Is it Possible to display an image that was uploaded to a form in document merge?
On my form I've got the "upload an image" field where patients upload a picture of the back of their medical aid card instead of typing out all their dependants. The process should go as follows: New patients completes form and uploads a picture of
Can I get a side by side comparison of Docs vs WorkDrive?
Hello, My team is trying to decide whether to move to ZohoDocs or WorkDrive, but I'm having a hard time understanding the differences. Is there anyway I can just get a side by side comparison of all the features in both? That would certainly help. Looking
Missing fillable fields when emailing
I have created a few fillable documents that are used internally. They use different types of fillable fields, however, at the bottom of each fillable document is an "Any other information" section where the person filling in the document can add anything not covered in the previous sections of the form. We are currently using multiple single-line text boxes as long answer/multi-line text boxes are not available. When we email the document to the desired recipient, we are finding that only 1 or 2
Combine two fields to create new date field, is it possible?
Question - Is there any way to take two fields, Month and Year, and create a true date field in Forms or a Forms document merge with Writer? Example: Month Field: Jan Year Field: 2022 Create New Date Field: 01/01/2022 Note: day of the month is irrelevant
Hello better editing tools!
From work reports to school projects, we all format text, paragraphs, fonts, and more as part of any document creation. That's why we've upgraded some tools you're already familiar with to make your formatting experience with Writer even better! Here's
ZOHO Writer Folders
Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra
Zoho Doc Slowing Down Firefox
I am using Firefox 89.0 (the latest as of June 4, 2021) and one of my documents has developed a strange glitch. When I try to edit something involving a page break (in the first attachment, I was attempting to delete the page break between 'letter' and
How to share Writer templates with other in same Org?
I am creating letterhead, form letter templates and proposal templates in Writer. I have them saved as templates for myself, but want to share with my organization. Is there a way to do this? Thanks. Byron Skaggs Skaggs & Calder Cairo, Egypt
Using Heading List, can new line be next in list?
I've been using a Heading List to create an outline of projects, and that works fine, but each time I'm in a heading, say Heading 2, and I hit return to add another item at level Heading 2, it goes back to "normal" text. Is there a way to keep going in the outline instead?
Infinite Loading Screen (of death)
Hello, I've been using zoho writer for some time now (at least a few months) and I've had no issues logging in, but today I went to use the zoho writer service and I've been stuck on the loading screen for the last 30 min. I've deleted my cache and cookies,
Zoho Writer stuck in logo and keep loadibg
Hey zoho team, i have an issue accessing the "zoho writer" site, I've been waiting for more than 1 hr, refreshed my page, switched my network, and even switched my browser to get through. Do you guys have any ideas to solve this problem? help me out
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