Document Merge using Zoho Writer | Online Help | Qntrl

Document Merge in Qntrl

Qntrl allows you to attach dynamically customized documents to emails and cards using document merge. You can create document templates in Zoho Writer by adding placeholders for dynamic texts. These placeholders are updated with field values of cards when the documents are triggered from Qntrl. 

Business Scenarios

  1. Recruitment offer letters for candidates
  2. Quotation request letters to vendors
  3. Marketing brochure for clients 
Idea
  Explore some business scenarios on how you can use Document Merge with Zoho Sign in Qntrl

Create a Document Template

  1. Navigate to   and select Integrations under  Extensions from the menu.
  2. Invoke Document Merge using Zoho Writer.
  3. Click the Add Document Template button and fill in the details:
    1. Template Name : Enter a relevant name for the template.
    2. Form  : Choose a form whose fields must be used as placeholders in the document.
    3. Description : Give a short description of the template. 
  4. Click  Save. 


Configure Document Merge in Email Templates

The created document templates can be added as attachments in emails.  
  1. Navigate to  and select   Email Templates under Customization.
  2. Navigate to board specific business rules using quick access settings. Learn more.
  3. Add a new email template or select an existing one.
  4. Click Attachments at the top panel.
  5. Select  Document Merge from the popup.
  6. Fill in the details:
    1. Form  : Select a form in which the document template is available. 
    2. Document Template : Select the template. 
    3. Type : The document can be PDF or DOCX.
  7. Click  Merge . 
    1. The selected document template will be displayed along with other attachments.   
  8. Click  Save.


The configured document will be added to the email template as an attachment. When this email template is triggered from a blueprint or business rule, the document’s placeholders will be replaced with the associated card's current field values.

Configure Document Merge in Cards      

Document templates can also be downloaded from cards.  
  1. Navigate to Boards and select a board from the left panel.
  2. Select a card from the list of available cards.
  3. In the ensuing page, click  in the upper-right corner and select  Document Merge  from the popup.
  4. Fill in the details:
    1. Form : Select a form in which the document template is available. 
    2. Document Template : Select the template. 
    3. Type : The document can be PDF or DOCX.
  5. Click  Download. 


A document will be generated with the card's current field values.  
Notes
Note:
Notes
  1. Ensure you merge the document into a card associated with a relevant form, such that the document’s placeholders are populated with proper values.
  2. If the document’s placeholders are not available in the associated card, no value will be populated in its place.