Tip: #11 Collaboratively fill documents with your colleagues and clients

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 or the other partners can then accept, reject or renegotiate terms. After the partners have reached a consensus, they can enter the final contract amount into the template document and confirm the contract.
 
Here's how can you can collaboratively fill documents with others:
 
1. Open the fillable NDA template.
 



2. Now go to  More Options > Insert > Fillable Fields.

 

3. Click on Share this document with "Read/Fill" permission.


 

4. Type the names of the collaborators with whom you want to share this document and in the permission tab on the right side, select the  Read/Fill  option.





When the  Read/Fill option is selected, Writer recognizes only the fillable fields as editable fields and allows users to edit only such fields while locking the rest of the document for any edits. 
 

5. This is how the fillable document would like when it's shared with other users with  Read/Fill permission. They can start filling in the details and it will automatically get updated in your system in real-time.


 

6. You can enable Track changes mode to track who has filled what at what time. The Track changes panel on the right will show you the changes made and who has made them. Each user's inputs will be shown in a different color for easy reference. 


 

7. After the document is filled, you can review and confirm user's inputs by accepting them one by one or all at once. 
 
To accept/reject them one by one, click  Accept  or  Reject individually for each change/input made. To accept/reject them all at once, select the three dot option next to Changes and click on  Accept all changes  or Reject all changes.   


 

 8. After you've accepted and confirmed the filled inputs, the document would look like this.


 

Now all you have to do is collect signatures from your partners (Learn more about signature collection  here ) and then you're ready to start doing some serious business!
 
Click here to learn more about collaboratively filling documents.
 




Happy writing!





Found this helpful? Subscribe to  Writer Community  for more tips and tricks.

 
 
 






      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          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 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

                                  • MRP or Manufacturing Module for Zoho

                                    We have been searching for options for a production planning or MRP that will integrate with Zoho.   Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs.  Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?
                                  • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

                                    When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
                                  • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

                                    Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?
                                  • Can I add Conditional merge tags on my Templates?

                                    Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                  • Zoho mail account ownership transfer

                                    We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete
                                  • Email Authentication is Failing

                                    I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']
                                  • DMARC reports for mail I didn't send: how to deal with?

                                    I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instruction
                                  • ms

                                    Email set up for communication
                                  • Fix the speed

                                    It takes ages to load on every step even though my dataset is quite small.
                                  • Capture Bank Charges for Invoice Payments

                                    We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add
                                  • Image field in custom module

                                    Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
                                  • Deluge Function to Update Custom Field

                                    I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue
                                  • "View ticket" link is broken

                                    The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.
                                  • import data from Apollo.ai into zoho crm via zoho flow

                                    I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
                                  • Woocommerce Line Item Information

                                    I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
                                  • Synching changes to Stripe when changes are made in Zoho Billing

                                    We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
                                  • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                    How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                  • Disable Smart Filters By Default

                                    The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random
                                  • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

                                    Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
                                  • Client Script | Update - Client Script Support For Custom Buttons

                                    Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                  • Zoho Mail not working

                                    Zoho Mail not working
                                  • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

                                    We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
                                  • I can't add a new customer in Zoho invoice? Anyone had this issue before?

                                    Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
                                  • Spreadsheet View click & focus issue in Arabic (RTL) localization

                                    Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.
                                  • Customer address in Zoho Bookings

                                    Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
                                  • Ghost email notification on a form

                                    Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the
                                  • bulk edit records and run internal logic

                                    hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?
                                  • Bulk bank rule creatioin

                                    Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?
                                  • Limitations on editing a message in Cliq

                                    Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
                                  • email address autocomplete

                                    Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
                                  • How to use MAIL without Dashboard?

                                    Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.
                                  • How can i download and secure all my mails from the archive folders?

                                    Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir
                                  • How to open filtered report in popup using Zoho Creator Deluge?

                                    First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click any
                                  • Can you default reports/charts to report the current week?

                                    Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendar
                                  • Rendering PDF to view on page

                                    My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)
                                  • Overlapping Reports in Dashboards

                                    It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good
                                  • Feature request - pin or flag note

                                    Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
                                  • Admin guide: Handling Mailbox Settings for better user management

                                    Managing day-to-day email scenarios, such as supporting users with multiple email addresses, ensuring uninterrupted email access during employee absences, enabling secure mailbox sharing, and enforcing organizational security and compliance, can be challenging
                                  • Cisco Webex Calling Intergration

                                    Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
                                  • Designing a practical Zoho setup for a small business: lessons from a real implementation

                                    I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack
                                  • Next Page