Enter the email addresses and subject as required.
Click Configure next to "share via email".
To learn about the limits of custom functions that can be executed, click here.
Also, you have to enter the channel's unique name or ID in which you want to share the copy of the merged document.
By selecting Post to a Zoho Cliq Chat in the Custom Functions gallery, you can share a copy of the merged document in Cliq channels and not in individual chat.
When you save your document as a Writer document or a Fillable template, Deluge by default converts it to.
Points to remember while enabling custom functions:
Navigate to Gallery and choose any function as per your requirement.
To view the available list of built-in functions that can be executed after the merge is run,
A dialog box pops open where you can create and link any function via Zoho's Deluge Custom functions.
In the dialog box that follows, check "Execute a custom function" and click Configure.
Navigate to Output Settings and click Configure next to "Save a copy to a folder".
You can either choose one from the list available or you can create workflows via Zoho's Deluge Custom Functions. Please note that Writer offers a list of pre-configured custom functions in its gallery to be executed after the merge is run. With Writer's ''Execute a custom function post merge'', which is one of the output configurations, you can create and execute a customized function to fulfill your requirement. Here, choose a folder, format and name for the document to be saved.Īfter running the merge, you might want a particular action or a set of actions to be done with all the merged documents, like sending it in a Zoho Cliq chat, attaching it to a CRM record, etc.
On selecting configure, a dialog box will open where you can create separate documents or combine all documents in to one document.
In the output settings ribbon, you will see Configure next to "Save a copy to a folder".
Once you have prepared the template with adequate content for document merge, you can configure the output of these documents in the "Output Settings" ribbon.
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