Writer gets new document generation capabilitiesÌýin the form ofÌýaÌý×îв©²ÊÍøÕ¾ CRMÌýand Creator integration, Conditional Merging, fillable documents and more.ÌýÌýGive your paperwork the digital transformation it deserves.
Technology is at its best when it solves problems. And the problem with traditional paperwork systems has always been the amount of mundane, manual entries involved with them. You or your colleagues have to duplicate and edit parts of your master documents each time there’s a new client (or internal) request.
With the new automation hub in Writer, we’re giving you tools to improve your document creation processes, eliminating allÌýtheÌýrepetitive work in between. Here’s everythingÌýthat’sÌýnew.
Ìý
1. Creating templates
Certain functions in our organizations—like Payroll or Human Resources—workÌýevery dayÌýwith a combination of dynamic and fixed contentÌýto generate personalized letters, emails or contracts in bulk.
Preparing master documents help you repurpose them along the life cycle of your processes. Writer now lets you insertÌýmerge fields (to pull data from a data source),Ìýsigner fields (to help your signersÌýplace their signatures using ×îв©²ÊÍøÕ¾ Sign) andÌýfillable-fields (to help you use the document as a form).
2. Merging documents using an existing data-sources
Data sources are systems where you have your business information processed and stored—like a spreadsheet, CRM, Form or even a CSV file.ÌýAsa part of ×îв©²ÊÍøվ’s integrated suite of business applications, Writer makes it possible forÌýyouÌýtoÌýbring your existing customer data from ×îв©²ÊÍøÕ¾ CRM, form data from ×îв©²ÊÍøÕ¾ Creator and ×îв©²ÊÍøÕ¾ Forms, or everything else you’ve saved as spreadsheets in ×îв©²ÊÍøÕ¾ Sheet.
For example, if you’re trying to bring client information from ×îв©²ÊÍøÕ¾ CRM to fillÌý your existing NDA template, all you have to do is:
1. Choose ×îв©²ÊÍøÕ¾ CRM as your data source
2. Select the CRM module you want (like Leads, Contacts etc.)
3. Place the CRM fields across your NDA template document.
On merging this document, Writer will automatically fill up the merge fields with your CRM data—generating customized documents in bulk (and reducing your manual work ?).
3. Merging documents on form submissions
As part of our efforts towards making document generation easier, we’re adding a new capability in Writer where your clients and coworkers can quickly get personalized copies of template documents by filling in a form.
All you have to do is create a form (or link an existing one), insert form fields to the document and pass it on. A new, personalized document can be generated every time a respondent submits a form.Ìý
4. Conditional merging
Dynamically hide or show certain sections of your document. Writer now lets youÌýdefine conditionsÌýbefore merging documents. It canÌýintelligentlyÌýcombine different value setsÌýbased on these conditions, and generate unique documents for each recipient on your list.
5. Native digital signature capabilities
Thanks to our integration with ×îв©²ÊÍøÕ¾ Sign,ÌýWriter now lets you go from document creation to merging to signature collection in one tool—withoutÌýany manually uploading them elsewhere or creating multiple copies.
TheÌýWet Ink option let you scan, store and generate copies of your physical signature and add them to documents whenever youÌýwant. You can alsoÌýinsertÌýsigner fieldsÌýto mark places where you want others to sign.
Ìý
The differentÌýworkflow options let you choose in what order you want your signers to access the document, and what happens after the process is completed.
Ìý
That’s all for now. Let us know how these updates help in optimizing your paperwork by commenting here, or sending us a mail to support@zohowriter.com.
Happy writing!
This announcement is part of the #FutureOffice series that talks about the latest updates to the . Read the complete announcement here.
Comments