[Zoho Writer] Merge Templates Part 1

[Zoho Writer] Merge Templates Part 1



Zoho has been continuously adding new capabilities to Zoho Writer's document automation to fulfil our users' demands. The latest updates include payment field support, rule-based signers assignment, conditional attachments, dynamic folder creation for document storage, and more. These brief overviews, paired with hypothetical use cases for the fictitious educational institute—Zylker EduTrust, aim to help you understand how the new features will help you accelerate your business processes and enhance productivity.

Instant payment receipts and notifications

Business case: Make online payment acknowledgements easy with instant receipts.


With payment field support, whenever donors make donations through Zylker's website, payment notifications go to the Zylker EduTrust team instantly. Here's the cherry on top: As soon as a donor makes a donation, the donor receives an email with a personalized, heartfelt thank-you message, along with details such as the donated amount and project to which they donated.

Here's how Zylker EduTrust makes this happen:

  • Their admin creates an online form using Zoho Forms, seamlessly integrating payment options.

  • They also create a merge template in Zoho Writer with the required email message and merge fields, including the payment field.

  • Once donors fill in the required details and make the payment, a payment receipt PDF is automatically generated.

  • Zoho Writer's merge template then utilizes this information to compose and dispatch a personalized thank-you email to the donor, along with the donor and transaction details.

Rule-based signer assignment 

Business case: Dynamically assign signers, set alternate signers, or add additional signers to a document.

Whenever Zylker EduTrust has to apply for a grant or loan from the government, if the value exceeds $500,000, one of the trust's directors must also be added as a signer for compliance.

Let's take a look at how Zylker EduTrust does this:

  • Zylker's admin uses the rule-based signer assignment feature in Zoho Writer's merge template to get this done.

  • They configure a rule which specifies that if a grant or loan amount requested is more than $500,000, Sarah, their director, should be included as an additional signer in the loan agreement.

  • Once this rule is configured, every time a loan proposal is generated, Zoho Writer's merge template checks the amount and dynamically adds Sarah as a signer if the amount exceeds the specified threshold value.

Conditional attachments 

Business case: Dynamically attach files to emails based on specific conditions.

Zylker EduTrust offers diverse courses to its students. Whenever a student registers, the team automatically emails them their necessary documents based on the course they signed up for, like a syllabus and course material list.

Here's how they do it:

  • The Zylker admin configures the attachment settings in Zoho Writer's merge template where they specify the attachments that have to be included for each course.

  • As soon as a student registers for a course, the details are populated by the template and, based on the course name in the course field, the system dynamically includes the specified attachments in the email. There are no mix-ups or confusion.