Customization hacks in Zoho Writer - Part 3

Customization hacks in Zoho Writer - Part 3

Hello everyone,

Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience. 

Sender email address in mail merge

Send merged documents from your primary, secondary, or system email or a group alias address to ensure your emails look professional. You can choose any of the above options while configuring merge and email settings in Zoho Writer. 
You can also set up a custom name for your merged documents. This ensures that your emails are sent from the correct address, helping maintain consistency and professionalism. Here's more info.



Steps to customize the sender address in a merge template

  1. Open your merge template in Zoho Writer and click the hamburger menu.
  2. In the Automate pane, select Merge and send via email under Configure Output.
  3. Under From Address, choose your preferred sender address from the dropdown list. Learn more about adding a secondary email address.

Org default template  

To maintain a consistent look and feel across all documents created within your organization, the admin can set up an org default template. This template can include your company logo, header, footer, font styles, and other formatting preferences. These templates provide a streamlined approach for members within an organization to utilize predefined document formats consistently. 
 

  

More info on org default templates

Date & time zone formats  

Zoho Writer allows you to customize these settings to match your regional preferences or organizational standards. This can be especially useful when collaborating with international teams and clients.

Steps to set date & time zone formats

  1. Go to Settings and select Language and Region.
  2. Choose your locale for accurate number formats, currency, spelling, and grammar.
  3. Then select your preferred date format (e.g., MM/DD/YYYY, DD/MM/YYYY) and time zone.
     

We hope these tips help you get the most out of Zoho Writer! If you have any questions or need further assistance, just write to us at support@zohowriter.com or support@eu.zohowriter.com.

Stay tuned for more productivity tips in our upcoming posts!
 
Until then...
 
Happy writing!

    • Sticky Posts

    • [Announcement] Insert image from URL changes in Zoho Writer

      Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from
    • Deprecation of certain URL patterns for published Zoho Writer documents

      Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their
    • Introducing plagiarism checker in Zoho Writer

      Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here
    • [Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users

      Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization
    • Transitioning from MS Word to Writer: A complete walkthrough

      Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer.  - How to migrate your Word documents

    Nederlandse Hulpbronnen


      • Recent Topics

      • Access query string from incoming webhook URL in Zoho Flow

        I have a fairly straightforward use case, but cannot find anything conclusive on this subject. How can I simply access the query string of the incoming webhook request in Zoho Flow? I am attaching the Deal ID to the end of the request like: https://flow.zoho.com/762439902/flow/webhook/incoming?zapikey=1001.0dec2d7dd15080c464a13925275f0129.448c23ee219c545c89f5a178456cfc8b&isdebug=false&dealID=${Deals.Deal
      • Unable to access my Zoho forms account

        For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed
      • Identify Unused Deluge Functions in Zoho CRM

        Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview
      • User Automation: User based workflow rules & webhooks

        User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho
      • Update on V2 API End-of-Life Timeline

        Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
      • Run a workflow after record merge

        Hello, We are wondering if there is a way to trigger a workflow after two records are merged? We have a sms service that use to text back and forth with Prospects and Contacts. To make it easy for our users, we automatically create them in this other
      • Live webinar | The Evolution of Zoho Show: 2025 Feature Recap

        2025 has been a year of exciting updates and features for Zoho Show. From advanced design and formatting tools to smarter presentation delivery, enhanced collaboration, and AI-powered features—along with the launch of our desktop apps, Show has continued
      • Batch Tracking custom function

        Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually
      • Include Suggested Articles in New Ticket Email

        When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended
      • Item Bulk Edit - Allow for Reorder Level

        We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It
      • Sharing my portal URL with clients outside the project

        Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
      • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

        Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom
      • SAP S/4 HANA Integration via ZOHO Flow

        Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks
      • VLOOKUP FUNCTION PROBLEM

           Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?
      • Zoho Flow Completely Broken?

        Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling
      • Print / Export full Dashboard page

        Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.
      • emails duplicated in my outlook client

        Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as
      • How to check task starting time in zoho mobile app?

        I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a
      • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

        I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need
      • List of packaged components and if they are upgradable

        Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
      • RouteIQ for Zoho FSM

        Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
      • Export Tickets from the Help Center

        Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration
      • Is it possible to remove filtering options?

        My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any
      • Function #18: Associate invoice templates automatically based on customer language

        For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in
      • Changing field types

        Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks
      • Quote PDF – Header image stopped rendering suddenly

        Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still
      • Changing Default PDF Name

        Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
      • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

        Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables
      • Function #48: Manage fixed installment payments using Zoho Books

        Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
      • Spotlight series #6: The Show app for Android TV has a new look!

        Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve
      • Can’t create alias “Email alias already exists”

        Hi, I’m trying to create the following alias for my domain email. contact@ personal@ private@ But I get a email alias already exists. I had a soho account previously which I deleted which I suspect is causing the issue. Can someone assist? Kind Rega
      • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

        The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.
      • Paging through API results. a major gap in your documentation.

        There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
      • Recurring invoices were generated with old template...

        I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,
      • Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'

        As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigate
      • Tip#47: Estimation planner

        Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to the
      • Time Tracking on Iphone doesn't stop

        When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from
      • Zoho Sign - Zoho CRM extension upgrade

        Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
      • Group by Owner/ Owner Kanban /Group by Custom Field

        Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on.  We are seeking an option
      • Flow using way too many tasks

        I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken
      • Next Page