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.

Number formatting: Cardinal-ordinal numbers

Zylker EduTrust sends a monthly report to all their donors, mentioning the projects they executed during that month along with the total value of the projects. They use the new number formatting option in merge templates to effortlessly express the total value in words and figures, maintaining a professional touch.

Multiple unique attachments in one email

Once a course ends, Zylker EduTrust sends an email with details like the students who completed the course, their graduation pictures, and more to all the donors who supported the students in that course. Traditionally, sending such information required multiple emails, with each email containing only a specific detail in the attachment.

Zylker EduTrust now leverages the multiple unique attachments option in Zoho Writer's merge templates to achieve this.

This feature allows the trust to dynamically include, for instance, four attachments in one email instead of sending four separate emails, each with its own attachment. Every recipient receives a comprehensive document package tailored precisely for them, significantly enhancing their overall experience.

Dynamic document organization

Business case: Automatically store generated documents in appropriate folders.



Zylker EduTrust frequently generates numerous personalized documents, like academic certificates, staff contracts, and event-related materials. Every document generated has to be automatically stored in the designated folder, making it simple to find and manage documents. Furthermore, wherever needed, a new folder has to be dynamically created for the documents.

How Zylker EduTrust manages to pull this off:

• Zoho Writer's merge templates offer the flexibility to set up dynamic target folders in the post-merge workflow for the mail merge documents.

• Zylker EduTrust can tailor the structure, like <Student.Dept>/<Course Title>/<Student.Name>_details.pdf

This ensures that each document is systematically stored in its designated location.