Document Merge

Document Merge

Auto-populate Zoho Docs and WebMerge documents with form responses using Document Merge. You can create and send personalized PDFs, images, spreadsheets, and more.

Table of Contents

Zoho Docs Setup

To auto-populate Zoho Docs templates with form responses:

  • Navigate to Settings >> Document Merge and click on the Configure option.
  • In the pop-up that appears, specify the Template Name and click Save.
  • If you are looking to send this document as an email attachment, specify the attachment name and the document type here. 
    To include a field's response in the attachment name, click on the drop-down provided next to the textbox and choose the required field.

  • Once done, you will be redirected to the new Zoho Docs template you just created.
    This template is mapped to your form. So, you'll find all of your form's fields in the Insert Fields section. The form fields will automatically be replaced by your respondents' answers.

If you want to map the same form with two or more templates click on the + New Template button present at the top-right corner of the page.

WebMerge Setup

To map WebMerge fields with Zoho Forms:

  • Create the desired document in WebMerge.
  • Navigate to Settings >> Document Merge in Zoho Forms.
  • Choose Configure option next to WebMerge and enter your WebMerge credentials.

  • Choose your WebMerge document from the drop-down box.
  • Map WebMerge fields to the corresponding fields in Zoho Forms. These fields will be auto-populated with the form response.
  • Click 'Save' to complete the setup. 

Attach the Merged Document along with the Email

  • Navigate to Settings >> Email Notifications.
  • Configure your email. You can choose to send the email to your respondents or your organization's users.
  • Select the 'Attach merged document' checkbox.
  • Save changes.          

Once this has been set up, form responses will be automatically populated in your WebMerge or Zoho Docs template and the merged document will be sent along with the email every time a submission is made. You can create as many templates as you wish using WebMerge or Zoho Docs. They allow you to create documents in different formats including PDF, Word, Excel, JPEG image and more.

Note: If you've configured email notifications in WebMerge as well, both the Zoho Forms' email and WebMerge email will be sent.

Manually Merge a Form Response with a Document

To do so:

  • Navigate to the 'All Entries' tab to view form submissions.
  • Choose the form entry that needs to be merged from the list.
  • Choose Merge >> WebMerge/Zoho Docs from the drop-down menu.
  • Select a document from the drop-down and click Merge

Note: To view the status of the mail merge, check the Mail Merge Status column provided in the 'All Entries' section.

Merge and Sign form responses using Zoho Sign

You can get form responses signed and verified by multiple people in your organization using Zoho Sign.

To merge and sign form responses:

  • Configure the document merge process using Zoho Docs.
  • Navigate to the All Entries tab to view form submissions.
  • Choose the form entry that needs to be signed and verified from the list.
  • Choose Merge >> Zoho Docs from the dropdown menu.
  • Select Merge and Sign from the subsequent dropdown menu.

  • A popup window will appear. Under Zoho Sign Settings, you can do the following:
    1. Needs to sign: If you need someone to sign a particular merged document, enter their email address and select 'Needs to sign' in the dropdown menu next to the email address field.
    2. Receives a copy: If you wish to send a signed copy of the merged document to someone, enter their email address and select 'Receives a copy' in the dropdown menu next to the email address field.
  • To send the merged document in a consecutive order, click the box next to Send in order.

  • Once the intended signers are added, click Continue.
  • A new window will open. This will take you to the Edit Document Details window of your Zoho Sign account. Here, all details regarding the current merged document will be displayed. You can add or import more signers to the list, add yourself as a signer, set reminders, and give a brief description of the document being sent for signing. 
  • Click Continue to proceed.
  • The merged document template will open, wherein you can drag and drop fields such as, Signature, Job Title, Email, Sign Date for the intended signers. When you're done, click Send.

  • A dialog box will open to confirm the intended signers and the number of fields added for the signing process. Click Confirm to send the document.

Once this is done, the document will be mailed to the list of intended signers and recipients who will receive a copy of the document. 

To view the status of the document, check the Zoho Sign Status column in the 'All Entries' section.

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