Zoho Writer Webinar Notes

Presented by: Gautam & Prita
Date: [Insert Date]

Introduction

• Welcome and introduction of presenters.
• Overview of Zoho Writer as a comprehensive tool for business document needs.
• Focus on reducing costs while maintaining functionality.

Key Features of Zoho Writer

Automation and Document Management

• Templates: Merge, fillable, and sign templates available for various business needs.
• Single Platform Solution: Combines multiple tools for automation tasks, e.g., forms, data collection, document creation, and post-workflow actions.
• Example Workflow: HR teams using multiple tools for sending candidate forms can now use Zoho Writer for a simplified process.

Proofing and Translation

• Built-in Spell Check Tool: Offers error detection and suggestions for improvement.
• Translation Feature: Easily translate documents without using external applications.
• Content Generation: OpenAI integration for generating content based on user requirements.

Fillable Forms

• Create Fillable Templates: Enables easy form creation and data collection.
• Dynamic Fields: Options for checkboxes, radio buttons, dropdowns, and conditions based on user input.
• Integration with Data Sources: Pre-fill forms using existing data from Zoho CRM and other sources.

Digitize PDF and Paper Forms

• Convert paper forms into digital format and create fillable PDFs at no additional cost.
• AI Field Detection: Automatically detects and generates fields from scanned documents.

Document Generation

• Mail Merge Feature: Bulk document generation using templates and data sources.
• Automation of sending documents for signing and data collection within Writer.

Review, Approval, and Signed Workflows

• Built-in tools for document sharing, digital signatures, and workflow management.
• Unified dashboard for tracking document statuses through approval processes.

Advantages of Using Zoho Writer

• Comprehensive solution reduces the need for multiple external tools.
• Cost-effective for small organizations with integrated functionalities.

Upcoming Features

• PDF Editing: Ability to upload and edit PDF files, add text/images, and reorder pages.
• Conditional Merging: Select templates based on conditions for document merging.
• Enhanced Fillable Fields: New features like file upload fields, lookup fields, subform fields, and conditional fields.

Support Information

• 24/7 support for email and chat available.
• Contact details provided in the webinar for further assistance.

Conclusion

• Thank you for attending. Wish everyone happy holidays and a great year ahead!