![]() ![]() Once you’re done with the document content, you can configure how you want the template to behave each time a merge is initiated.Ĭontinue reading about our automation updates □ Fillable templates: To publish fillable copies of a document others can fill and submit □ Sign templates: To send documents for signing and approval only □ Form-driven templates: To generate documents as someone submits a form via Zoho Forms □ Merge templates: To bring data from other apps, spreadsheets, or a CSV file To make things substantially easier for everyone, we’re introducing a new Prepare Template flow you can use to configure document templates for workflow automation, and later connect it to a data source-like Zoho CRM or a third-party application-via native Zoho integrations, Deluge Custom Functions, or REST APIs.įrom start to end, you can now prepare and configure: Have parallel conversations with your internal and external teams simultaneously, while still maintaining complete confidentiality.Ĭontinue reading about our collaboration updatesĭocument automation, now driven by templatesĪnother area where Writer could make a huge difference is in minimizing the amount of copy/pasting, manual editing, and duplication of content involved in generating contracts, proposals, letters, and customized marketing materials. Speaking of working with clients, you can now restrict the visibility of comments to specific people, user roles, and groups. When working with legal documents like proposals, this gives you an idea what sections your clients tend to consider the most crucial (or the most confusing). Learn where your document stands as a part of your project, what sections of your document have maximum engagement, and more. This brings you a great set of comprehensive, useful information about how your collaborators are interacting with your document. We’re thrilled to introduce a new collaboration analytics tool called Engagement Insights. It gives us a work processor.īringing better perspective to collaboration It gives us something more than a “word” processor. When this familiar tool is enhanced with the right amount of innovation, a word processor can help us minimize mundane manual work, bridge communication gaps, and just make work substantially easier. Over the years, the function of a word processor has matured from software used to process and format text to a personal productivity tool we use to share and discuss ideas, organize information, review content, and more. Writer steps into its sixth major version, with updates aimed at bringing more perspective to collaboration, reducing manual paperwork, and making work easier. ![]()
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