How to secure your content with Zoho Writer

How to secure your content with Zoho Writer

Sometimes you need to protect certain parts of your content to conceal sensitive information or prevent changes to important sections of a document. Zoho Writer offers several tools for securing content to help maintain privacy, security, and confidentiality while still allowing you to share appropriate parts of your documents for collaboration or review. Here are a few helpful options you should know about.

Mask confidential content

If you're sharing a document but need to keep certain parts under wraps, use content masking to hide sensitive information. The masked content will show up as asterisks for other people viewing the document to maintain confidentiality without impeding collaboration. Learn how.



Lock content to prevent changes

Don't want anyone altering your content? You can lock them. Collaborators will be able to look, but not make changes. This is perfect for important clauses in contracts or other sensitive documents. Head to our user guide to find out how.


Password protect documents

Need to share an important document with someone outside your team or organization? Set a password to protect your file. Only those with the password will be able to access the document, ensuring secure collaboration with clients, partners, and other external stakeholders. Learn more.



Bonus tip: Combine these features for maximum security!
Hit us up in the comments or write to support@zohowriter.com if you have any questions!

    • 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

    • Recent Topics

    • Error 403 (forbidden) when using get ticket API on a ticket in a new department

      Hi We use get ticket API and it works well. We created a new department and when we try to use the same API on the tickets from this department, it fails with the error: b'{"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."}'

    • Remove attachment from ticket

      Hello, When we receive e-mails from our customers, lots of those e-mails contain attachments with sensitive information, which we need to delete from the ticket after using it. It is forbidden for our company to store these attachments, due to security reasons.  Is there a possibility to delete an attachment from a ticket in any way? It is necessary for us that this possibility is available. Thanks in advance, Yorick

    • Can we turn off archiving views?

      Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.

    • Desk Contact Name > split to First and Last name

      I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • Unlock Locked Users via Zoho One Mobile App

      Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what

    • Does Zoho Offer a Product Similar to SwaggerHub for API Documentation Sharing

      Hi, Maybe it's relevant to the zoho sprints community. We are looking for a solution within the Zoho ecosystem that allows us to share APIs with clients over the web, similar to what SwaggerHub offers. Something like this: Is there such a product in the

    • CRM 'Connection' to Desk - "Use Credentials of logged in user"

      From Desk to CRM, I can create a Connection in Sigma (to CRM) that gives me the option to Use Credentials of logged-in user. In CRM, there is a separate option in setup for 'Connections'. As there is no specific Desk connector, I can create a 'Zoho oAuth'

    • Email Campaigns overview page is missing SENT DATE and # people sent to!

      I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss

    • How to upload image from Creator field to CRM File Upload Field or Module Notes section

      Hello,  How can I upload an image from Creator Image Upload Field to CRM Module Image field (or Notes section).  The file upload field type would also work. I just cannot seem to find a way to upload the images from one application to another. Case: Field record requires images as part of the report. I would like the image from the field record form in Creator to be uploaded in the CRM as well as.  All of the other fields from the Creator Field Record Report work perfectly. Thank you very much for

    • Trying to setup a record to automatically create on a weekly basis

      Hello all, I need multiple records to be automatically created on a weekly basis. What I'm trying to accomplish is, I have a maintenance database where I track when I work on IT related systems. Every week on the same days I perform backups on systems

    • Subform Zoho Form to Creator

      Hi, I would like to be able to retrieve the values of a Zoho Form subform to create an entry for each in Zoho Creator. To send from Form to Creator, I use Zoho Flow. I have a custom function, which should normally retrieve each field value then create

    • SEO for your Zoho Sites Website

      Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/

    • Multiple Selection/Select All for Approvals

      I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to

    • Last Name / First Name

      Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and

    • Grouping payments to match deposits

      Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

    • What takes from the inventory quantity

      There are several options SaleOrders, PurchaseOrders, Invoices... which ones disminish the Inventory quantity of the product? Does the change occurs online?

    • Post on behalf of employees as well as business socials

      Is there a way to give our sales team access to social to add their own LinkedIn accounts, so that when we schedule business posts, we can also post on behalf of them at the same time so they don't have to repost etc.

    • [Free Webinar] Enhancing your dashboards with JavaScript widgets in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Quickbooks Online Customer Creation Code

      Hi! I'm looking for code that will automatically create a quickbooks customer account when clicking on a button located directly within Zoho CRM - Contacts Module. Here's what I have and I can't seem to figure it out. xxxxx is our company id which we

    • High cpu load on client side by process sessionaudit.exe

      Hi, as stated above. This happens every time with different clients. Now, the first thing I have to do after making the connection is to go to taskmanager on client computer and kill the process 'sessionaudit.exe' If I don't their cpu is very high and

    • Zoho carbon footprint

      Hi, I am calculating the carbon footprint of my company and would like to include the use of Zoho, because it is core to the company's operations. Do you know the carbon footprint of using Zoho? This for example could be emissions from using Zoho for

    • How Do I Refund a Customer Directly to Their Credit Card?

      Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

    • Zoho CRM Appointments and Services

      The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing others

    • Configuration de la signature de messagerie dans zoho crm

      bonjour, j'essaie d'ajouter une image de signature mais en cliquant sur l'icone image, rien ne se passe. merci de m'aider :)

    • Rebrand your CRM with the all-new custom domain mapping setup

      UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

    • How to record Staff payment and receipts

      I'm a bit new with zoho so I have few questions its great if anyone here can help I work for a logistic company, every 1-2 months we transfer a lump sum $A to drivers so that they can pay for fuels or they can buy some tools. So my questions are - What

    • Inappropriate Removal of Features

      It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be

    • Issue Saving Workflow Rule – "Unable to Process Your Request" Error

      Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when

    • Chat function not working properly

      Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I've

    • Analytics report issue

      Hey, does anyone know why suddenly our Analytics report goes blank whenever we add a field from the contacts module? It shows when adding fields from all other modules. Thanks.

    • Zoho One Dashboard is not loading.

      Hi, Is anyone else experiencing a problem with the Zoho One Dashboard not loading? We started seeing the screen below on Friday afternoon and support has not responded regarding the same. Zoho One team, what's going on?

    • User Filter for Dynamic Date Dimensions in Zoho Analytics

      One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenance

    • When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

      In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

    • [Client Script] How to get selected related record Id

      Hi Zoho, I set an client script button in related record list. We would like to fetch the selected record id/field for further action. But I don't know how to get the selected id. If there is not possible to get related record info, then what does the

    • need help to set up feeds to Zoho books with CRM Perks plugin

      Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked

    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

    • How to make a ScreenPop with Customer Information

      Hi, I need open a customer sheet when I receive a call on my pbx. I have a client on my PC that are able to open a web page with a specific url. How can I leave open the Zoho CRM application and search for a customer? Thank you in advance, Mauro

    • Simple Deluge Script

      Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name

    • Next Page