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

    • Recent Topics

    • Connecting email for each department in ZohoDesk

      Hi! Could someone help me to go through connecting emails for each department?

    • How do I trigger a Flow based on a campaign response?

      Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.

    • All Zoho Flows are filtered

      My two flows operate perfectly when I run them as a test, but when they're activated each run ends with a status of neither success, nor fail, but filtered. I haven't set up any filters. I don't see where to turn off filters. When I test run on a sequence

    • Creating Multiple Items on Sales Order

      Hi, I’m trying to automate some processes using Zoho Flow, specifically the creation of sales orders in my Zoho Inventory. However, Zoho Flow's Create Sales Order function can only add one item. I would like to include multiple items in a single sales

    • Problem Connection from Zoho Flow and Gravity Form

      I obtained my API key from Gravity Forms via WordPress. However, when I enter my Zoho Flow, it states: Gravity Forms says, 'You are not authorised to access the API." I tried recreating a new API key, but it is still not working.

    • Eventbrite Email Field in Zoho Flow Returns "Info Requested" Instead of Actual Email

      Hi Zoho team, I'm using Zoho Flow to connect Eventbrite with Zoho CRM. My goal is to automatically add event attendees as leads in Zoho CRM. I’ve set up the flow and mapped the ${trigger.profile_email}} field to the Email field in CRM. However, I'm running

    • "Invalid value passed for Product ID" Error in Zoho Flow "Create Sales Order" Node

      Hello Zoho Community, I’m facing an issue with Zoho Flow while trying to create a sales order in Zoho Inventory using the "Create Sales Order" node. Here’s a detailed explanation of my setup and the problem: What I’m Trying to Achieve I’m building an

    • Associating Project with an Account via Flow

      I'm using flow to create a Project based on a Deal status update using flow. The fields exist to pass the Account Name through properly, but when you view the Projects module in a CRM Account Record it doesn't automatically associate the new Project Record

    • How to follow up a member in a meeting?

      Hello, I make weekly meeting online with a lot of people. I want(I've been using calendly to do it). I want to do a follow-up to it. I want to send messages via Zoho-flow to all the member that participated in the meeting. How can I do it?

    • Setting Delays in Invoice Reminder Flow

      I am currently working on a flow that sends reminders for unpaid invoices. The flow is designed to delay actions until specific intervals before the due date: A reminder should be sent 7 days before the due date. A second reminder should be sent 3 days

    • Get Sales Orders Related to Inventory Item

      Dear Team, I'm just wondering if there is a way to get a list of all Sales Orders related to a specific Inventory Item. I did search all articles but couldn't find any article that could help.

    • Endpoint Central Cloud Asset Update from Fresh Service

      All, Does anyone use the asset management feature in Fresh Service? I'd like some help on building a flow to update asset attributes in Endpoint Central Cloud based off of an update to that same asset in Fresh Service. The trigger is "asset is updated"

    • Zoho Flow Export to Deluge

      It would be great to take a user built zoho flow and export the entire flow as a deluge script including having multiple connected applications (showing the API connections and webhooks) and different functionality in the other applications interacting

    • Action Iteration/Loop using Zoho Flow

      Trying to use Zoho Flow for automating following Context - A zoho form entry which has image upload field with upto 5 images setting and files are saved into Workdrive. After form is submitted need to create folder based on some fields and move files

    • Zoho Flow - Unable to evaluate formatDate with Zoho Invoice Date Field for Calendar Integration

      Hello Community, I'm trying to automate the creation of all-day events in Zoho Calendar whenever a new invoice is created in Zoho Invoice. I'm using Zoho Flow for this automation. My Goal: When an invoice is created with a specific "Event Date," I want

    • Zoho Inventory Sales Order Items

      I'm trying to build automation using Zoho Flow to add items to a Sales Order. In the automation options for both "create sales order" and "update sales order", The item ID is required. However, when I update the Sales Order, it's just replacing the item

    • Permissions for Azure Devops connection

      I am trying to set up a connection with our Azure DevOps org but it keeps giving me this error. On Azure I should be able to have admin-level access to everything. Can you please point me to which permission this is checking for so I can enable it?

    • Restrict Users access to login into CRM?

      I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

    • Best way to start zoho inventory with bulk openning stock

      We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

    • Confused by the distiction between matched and categorized when reconciling a bank statement an how to

      I used to use quickbooks. In quickbooks, it was possible to use the check writing feature to add an expense that was on the bank statement that did not go through the AP and check writing process. I would write a check, assign it a number like etf (for

    • Use Zoho Flow Credits for CRM ‘Actions by Zoho Flow’

      Hello Team, We would like to submit a feature request regarding credit usage for “Actions by Zoho Flow” in Zoho CRM. Use Case: We are Zoho One users and actively use Zoho Flow, where our organization has 52,000 Flow tasks per month. In Zoho CRM, we use

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Add Full-Screen Viewing for Quartz Recordings in the Client Interface

      Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch the

    • WorkDrive for Excel Add on

      Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel

    • Zoho Calendar s’enrichit avec une intégration à Zoho People et Zoho Cliq

      Les journées de travail ne se déroulent jamais exactement comme prévu. Une conversation informelle devient une séance d’échange d'idées, une absence modifie un planning, et votre agenda se retrouve vite décalé par rapport à la réalité. Chez Zoho Calendar,

    • 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

    • Zoho public comments are confusing and unnecessary

      Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entire

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Zoho API - ticket creation - Validation failed for the condition : Ticket Status Info should not be empty

      Hi ! I'm trying to create ticket through Zoho API, and I'm getting a 422 response : "Validation failed for the condition : Ticket Status Info should not be empty" My request looks like this : curl --location 'https://desk.zoho.eu/api/v1/tickets' \ --header

    • How to install Widget in inventory module

      Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Deleting unwanted ticket replies

      Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • System-generated support email added in CC on “Reply All”

      Hi, I recently set up Zoho Desk for a client and we are trying to prevent the Zoho Desk system-generated support email address (not the mailbox used as the department’s "From address") from being automatically added in CC when agents use “Reply All” on

    • Create & Update Zoho Vault Passwords via Zoho Flow

      Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords

    • Managing functions

      Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created

    • Applying Excess Payments & Conflict Invoices Due to Cancelled Items

      I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading

    • Referencing a cell from another sheet

      My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result by

    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

    • Next Page