Features commonly used for label and document automation
These items describe typical Writer capabilities and integration patterns used to automate labels, bulk documents, and templates.
- Multi-field templates: Placeholders for multiple fields (text, dates, numbers) that can be merged from data sources.
- QR codes and images: Template support for QR codes and embedded images generated or referenced from data fields.
- Design once, apply to many: Reusable templates and sections applied across multiple records or batches.
- Data source integrations: Merge from Zoho CRM, Zoho Creator, Zoho Forms, spreadsheets, and other supported connectors.
- Collaborative editing: Real-time co-authoring and comment workflows for template creation.
- Preview and export: Template preview, PDF export, and print-ready outputs for labels and documents.
- Mail merge / bulk generation: Create multiple documents from a single template using a dataset or spreadsheet.
- Fillable templates & signatures: Fillable fields in templates and integration with e-signature workflows where applicable.
- Automation & scripting: Use server-side scripts (Deluge) or Writer automation to trigger template generation from workflows, forms, or custom actions.
Recommended integration patterns
- Use structured data sources (CRM records, spreadsheet, Creator app) to drive mail-merge operations.
- Generate QR codes server-side or via Writer merge fields to ensure consistent rendering on labels.
- Preview outputs programmatically before bulk export to reduce printing errors.
