Say hello to an improved way to merge documents!

Say hello to an improved way to merge documents!

Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.
 
If you haven't seen it yet, you can read the main announcement here.
Here is the full list of the features we've rolled out:

1. Dynamic Table Headers and repeated blocks
After listening to our latest user feedback, we knew these two features were a must-have.

Subform creation
Subforms are field groups that mostly denote choices, transactions, and other activities registered under a single record. With Writer, you can now create such field groups within a record that, when merged, will dynamically grow based on the records in your data source.  
 
For example: Say you want to keep track of the products purchased by a certain customer. In this case, "Customer" is a record, and "the products they purchased" are recorded as a subform under their name.
 
Subforms can be mapped to a related subform in a data source, like Zoho Creator, Zoho CRM, and more.
 


Repeating blocks
You can now repeat blocks as a paragraph, a table row, a table cell, or a table column. For instance, if you're listing the names of books, their authors and descriptions, you can just use the Repeat option of your choice, select the merge fields that carry those details, and insert it into the document.

The selected blocks with all the information you need would then automatically be repeated for each book in your data source.




2. New field types
You can now choose from a variety of different field types to up your template-creation game.

Same field, different configurations 
In case you would want the settings of a field to be different in one or a few places alone, we added a new "change for this instance" option. This way, you can tweak format, output type, and other value settings for a particular instance of a field without affecting other parts of the document where the same field is used.



Repeated blocks? Auto-number it!
If you're working with repeated blocks using the repeat field or subform fields, you can assign auto-increment serial numbers by simply inserting the new "Auto-number" field before them.
  


Embed fields to make documents more interactive
Here's something to make your templates more personalized for each of your recipients: You can now add unique, interactive elements for each of them using an Embed field. This makes it easier to add map locations for each of your records or add contextual video links to guide them.
 


Placeholder images in templates
You can now apply custom placeholder images to image fields in Writer based on the type of document you're working with.
 
In addition to giving your template designers better layout control over the template, placeholder images also let the user know the type of image to be inserted or attached.




3. Tools to format those field types
What's the point of so many different field types if you can't adjust them to your liking? That's exactly what we did.

Shortened field names
There could be fields in your data source whose names are way too long, making your templates look untidy or unclear. Long field names could also denote that your content might look drastically different if the values those fields have are usually much shorter.
 
To tackle this, we're introducing a provision in which you can shorten the names of fields in your merged documents.




Formula that output!
Know that feeling when you have everything ready and merged in your output document except for the final cost of your products? That's why we've introduced formulas in merge fields: so you no longer have to calculate your figures manually. You can now use formulas to calculate your merged output using the desired functions.



Personalized date formats
Certain documents require dates to be written in a certain format. For instance, formal letters require the date to be written in full with the day, month, followed by a comma and the year. With Writer's new update, you can now change the format of the merged date to suit your purpose.




Display past or future dates
The date field provides an easy way to display the current date, but what about when you want to display a past or future date?
For instance, if you're sending renewal reminders and the renewal date is 3 months from the subscription date, you can simply add "3" in the months option or add the number of days for the interval in the days field, and Writer will automatically calculate and enter the renewal date in the field. Similarly, you can do the same to enter dates that are even prior to the subscription date.
  


Rich text
The fields in your data source may carry links, or even have different styles. Merge fields in Writer are now enabled with rich text to retain the style and  format of the fields from your data source after merge.




Number and currency field formatting
Just like how you can change the format of date fields, you can also do the same with number and currency fields. Legal documents, for instance, require values to be presented in the correct decimal and currency format. In such cases, all you have to do is simply change the format of the merged values by using the number formatting option.




4. Other handy merge upgrades
We didn't just stop there. Here are three more upgrades we think will enhance the way you work with your documents pre- and post-merge.

Customize merge docs with sign settings
Create sign-ready, customized documents for specific clients that your colleagues can check, change a few things if needed, and then send for sign immediately with the configuration you've set for them. This gives you that final layer of review and confirmation before sending out a contract to clients.
 


Detailed merge reports
Now, stay on top of your merged emails by tracking when they have been viewed or read by your recipients and how they are interacting with your links.


Lastly, the automation panel gets a new look!
That's right. Based on what some of you told us, we've improved the automation panel by making it easier for you to access "Prepare" and "Run Merge" steps distinctly from the panel at any time.


That's all for now. Let us know what you think of these updates in the comments below.

Read the main announcement here.

Happy merging!


    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Easily perform calculations using dates with the new DATEDIF function

        Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

      • Date-based conditions and filters

        Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the

      • Introducing group by, aggregation, and repeating regions in mail merge templates

        Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now

      • Say hello to an improved way to merge documents!

        Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers

      • Introducing Org Fonts in Zoho Writer

        Hey Zoho Writer users! We're excited to share that you can now add custom fonts (from web fonts with publicly accessible URLs) using Zoho Writer's Org Fonts. This option allows all users across your organization to use the custom font without the hassle

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ






                              ご検討中の方

                                • Recent Topics

                                • Holidays

                                  Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

                                • Delete a department or category

                                  How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

                                • Remove or hide default views

                                  I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

                                • Analytics Module: Can you move items from one dashboard to another?

                                  Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to

                                • Copy Widget to another Dashboard

                                  I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

                                • Is there a way to print the dashboard?

                                  I would like the capability of printing the dashboard - is that possible?

                                • Custom Deal Name in Lead Conversion Mapping

                                  I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

                                • Introducing Record Summary: smarter insights at your fingertips

                                  Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

                                • Suppress "spreadsheet will not be saved" message on published sheet

                                  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

                                • Missing "Email Authentication" tab

                                  Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that

                                • Show item Cost value on Item screen

                                  The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

                                • Integration with Moodle

                                  Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll

                                • How to Record Loan with interest

                                  I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 

                                • Task status - completed - other options

                                  I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -

                                • Task module and related-to field

                                  In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate

                                • Add Lookup Field in Tasks Module

                                  Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

                                • migrating from Zoho Invoices (CRM) to Zoho Books

                                  Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years

                                • Zoho MA and Custom Module

                                  I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or

                                • When is partial reimbursement going to be launched?

                                  Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.

                                • Year-End Wrap: Declutter Your Inbox Using Email Filters

                                  Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now

                                • Unified Notes View For Seamless Collaboration

                                  To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

                                • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

                                  Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging

                                • Formula fields - Request for dynamic recalculation / proper implementation

                                  Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula

                                • Items attribute questions

                                  Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

                                • Organize and Track Phases with Phase Custom Views

                                  Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams

                                • Record Asset Received as Payment

                                  How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).

                                • Invoice Line Item Report

                                  Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.

                                • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

                                  Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five

                                • Progressive Invoicing

                                  Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)

                                • Client Script - mapping data from different module

                                  Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown

                                • DORA compliance

                                  For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

                                • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

                                  Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

                                • Zoho Creator Upcoming Updates - December 2024

                                  Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

                                • Customer can't comment on SO or Invoice

                                  Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to

                                • Zoho Creator customer portal limitation | Zoho One

                                  I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

                                • See Calendar When Creating Meetings On Record Page

                                  It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:

                                • Saved filters, layout rule support, related list quick navigation, and more

                                  Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what's

                                • Power of Automation: Automatically send an email to all portal users with today's list of Open tasks.

                                  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

                                • Introduction of Robotics Process Automation in Zoho products

                                  It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage

                                • Lock a custom field on a deal record but keep all other fields editable?

                                  I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried through

                                • Next Page