Prerequisites for using some Zoho Writer APIs 

When you perform document management operations using Zoho Writer APIs, a few of the APIs require some prerequisites before using them. This article will list the prerequisites and the list of APIs for which the prerequisites will apply.

Prerequisites for configuring the API

1. You should have accessed Zoho Writer at least once.
2. You should have accessed the mail merge module in Zoho CRM, Zoho People, Zoho Recruit, or other Zoho applications.
3. You should have the appropriate permission to the document or template.

By satisfying prerequisites one and two, you will be provided an OAuth token for the Zoho Writer service. By fulfilling the third prerequisite, we will ensure that the API requests are valid. To configure the required OAuth scopes for using the API, refer to the API's documentation.

This article will list APIs for which the prerequisites will apply.

• Merge and Email
  • Inline
  • Attachment
• Merge and Sign
• Sign
• Combine and Store

Steps to access the Writer document or template 

1. Launch the Zoho Writer dashboard and access a document.

Steps to access the Mail Merge module 

1. Login to your Zoho CRM or Zoho People or Zoho Recruit organization.
2. Click Settings > Mail Merge. Access a merge template.

Note: You need to access any document or template only the first time when performing an API operation. You need not access any document or template every time you perform an API operation.