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. 
Notes
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

    • Recent Topics

    • Default Country list suggestions on CRM is different then on Book; how do/did others address this?

      So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with

    • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

      Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the

    • Vehicle Tracking

      we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

    • Check out the new Checkbox in Zoho Sheet

      Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the Format

    • I want to delete payment detail of my cards from the system.

      I want to delete payment detail of my cards from the system.

    • Custom Calendar View for a Custom Module in Zoho CRM

      Hello everyone, I’m looking to create a calendar view (monthly grid, similar to Google Calendar) for a custom module in Zoho CRM, based on a date field within that module. The goal is to have a highly customized visual layout — colors depending on the

    • Enhancements related to emails

      Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within

    • Project Change Orders and Additions

      We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

    • How Can I Recover My Website After the August Spam Update?

      Hi everyone, My website was hit quite badly during the August spam update 2026, and I'm trying to understand what I should do to recover it. My traffic and search visibility have dropped, but I'm not sure what exactly caused the problem. I have already

    • Assembly Reporting in Composite Item View - Add 'Per-Unit Cost' Column

      When a user in the UI goes to a Composite Item, looks under Transactions, and selects Assemblies, the screen below is shown. This is all good information, but one piece of very important data is missing... the per-unit cost. I realize that for those on

    • Zoho Deluge Outage

      Hello Enterprise Support Community, We wanted to make you aware that we are currently experiencing an outage affecting Zoho Deluge. Our developers are actively investigating the issue and working to restore service as quickly as possible. We apologize

    • Impact/Best Practices when "US Zoho Services Availability - Incident, Zoho Deluge is down"

      I've been seeing this more recently and I've been wondering exactly what that means/affects and how to best address it when it does. I can check for function failures, but are all function calls when this happens logged a failure, or are errors silently

    • Day 2: Wait, where did everything go?

      You log in the next morning, and the setup you finished yesterday is nowhere to be found. You are having a hard time finding your data. Here is where to look. In this post I logged in, and my data is gone. Where is it? I set things up, but I am looking

    • Estimates or quotes in Inventory

      Our pottery wholesale business is heavily inventory based. We are planning to switch from Quickbooks to Zoho Inventory which will be a great improvement on the "sales" side for in-house sales and salesreps. The only thing we are missing in Zoho Inventory

    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

    • Deal win rate

      Hi,  I would like to know something very simple, yet very important. Wath is the winning rate of the deals I've created. For exemple, what percentage of the deal i've close the last month where wins.  Would seems easy to find... but can see a report for that...  Help please. 

    • Create Flexible Layouts with Layout Rules

      In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.

    • Zoho Team Inbox - roadmap

      Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

    • Conditional branching in Zoho Desk with Automation Studio

      Hello everyone, We are introducing conditional branching that will allow businesses to manage complex, multi-condition workflows for customer service processes using Automation Studio. The primary goal is to create multi-branched logic in a single rule.

    • Custom Function to increment a value by one

      Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like

    • Guide customers to the right booking page with routing forms

      Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking

    • One flow for fulfillment exceptions across CRM, Inventory, and Desk | Kiosk Studio Session #11

      Hello folks, Some orders get flagged in the fulfillment stage. One is short by six units, with nothing from the warehouse explaining why. Another shipped in full three days ago and still reads as pending, because the carrier never posted a scan. A third

    • Zoho CRM Community Digest - August 2026 | Part 2

      Hello everyone! August's second half brought a strong set of updates to Zoho CRM. The Functions experience gets a complete redesign, Incentives brings commission management natively inside the platform, and Dashboards pick up four focused improvements.

    • Spam Control in Zoho Mail: Manage and Filter Incoming Emails for Your Organization

      Unwanted emails are a common challenge for organizations of all sizes. Without a structured spam control system, spam emails can flood user inboxes, expose sensitive data, and disrupt communication. Zoho Mail's Spam Control feature gives administrators

    • [Webinar] Automating document review and approval workflows

      Live webinar on September 10, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Still juggling multiple tools, chasing approvers manually, and losing visibility into where your documents stand? Join our live webinar to learn how Zoho Writer's built-in workflow engine

    • Version Control and Git Integration for Zoho Creator Applications

      As Zoho Creator applications grow in complexity, managing code changes, tracking history, and collaborating across developers becomes increasingly difficult. Currently there is no native way to: Track what changed, when, and by whom across Deluge functions,

    • Zoho Inventory - Imporoved Order Fulfillment Reporting

      Hi Inventory Team, i've tried to contact you through support@eu.zohoinventory.com but haven't received a response. I am contacting you on behalf of a client. Our client is a car parts wholesale business and we set them up on Zoho Inventory earlier this

    • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

      Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

    • Phone field Zoho CRM E.164 format

      Hi, We have a webhook triggered flow in Zoho Flow which creates a lead in Zoho CRM. However, the phone format is not always in E.164 format. How can I solve this problem? Do I need a custom function within Zoho Flow or in Zoho CRM? So the following formats

    • Workshops Zoho – 5 & 6 novembre 2026 | Paris

      Les Workshops Zoho reviennent en France avec une édition pensée pour tous les niveaux ! Les 5 et 6 novembre, nous vous donnons rendez-vous au Mercure Hôtel Paris Porte de Versailles Expo pour deux jours de formation pratique, de démonstrations en direct

    • Stock Based Sort-by option in Category Pages

      In a category page product with In-Stock should come in the top of the categories product list rather than out-of-stock products. No having this option is extremely disappointing, I made the initial request about 7 months ago but still not even an update

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Editting PDF in Zoho online editor doesnt work

      I just tried editting a simple 3 page PDF but it opens up blank. I dont see any errors or feedback if something went wrong

    • Uploaded Documents are Distorted

      I needed to combine 2 documents into 1 PDF. When I uploaded a document that was a scanned copy of a physical document into the Zoho PDF Editor, it is all distorted/image quality is all whited out even though the file I uploaded was perfectly clear.

    • Delete CRM Portal

      How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

    • Zoho One: books and inventory working together

      Hi, I was very pleased when I saw that in Zoho Inventory can now pull the orders from Woocommerce. They are now fed in Inventory as Sales order and with choosing convert invoice as Instant Invoice I am getting the exact data as they appear in Woocommerce.

    • 【Zoho CRM】承認プロセスのアップデート | ステージごとの処理設定や承認履歴を強化

      ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 Zoho CRMの承認プロセス機能がアップデートされましたのでご紹介します。 今回のアップデートにより、承認ルールや承認ステージに名前を付けられるようになったほか、 承認ごとの項目更新やタスクの割り当て、却下時の通知、承認履歴の確認方法などが改善されました。 今回は、総額100万円以上の商談を特定の役職者（マネージャーとCEO）が順番に確認する承認プロセスを例にご紹介します。 目次 承認プロセスに追加するルールや、承認ステージに名前を付けられるように

    • Pass variables to Zoho Desk via URL to create a fast new ticket landing page

      We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

    • Pulling data from lookup fields

      If I try to pull in CRM data from a lookup field, it only shows a number and not the actual name. Is there a way to get around this? It impossible to do reports using lookup field data.

    • Display a field of an Account on the Ticket view

      Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir

    • Next Page