Document Merge in Orchestly

Document Merge in Orchestly

Beta Feature 
Document Merge for Orchestly is not enabled for all users. If you’d like to try it out, please email our support team for beta access. 

Orchestly allows you to attach dynamically customized documents to emails and jobs using document merge. You can create document templates in Zoho Writer by adding placeholders for dynamic texts. These placeholders are updated with field values of jobs when the documents are triggered from Orchestly. 

Business Scenarios

  1. Recruitment offer letters for candidates
  2. Quotation request letters to vendors
  3. Marketing brochure for clients
 

Create a Document Template

  1. Navigate to    and select  Extensions from the left panel.
  2. Under the  Integrations tab,  Invoke Document Merge using Zoho Writer.
  3. Click the Add Document Template button and fill in the details:
    1. Template Name : Enter a relevant name for the template.
    2. Layout : Choose a layout whose fields must be used as placeholders in the document.
    3. Description : Give a short description of the template. 
  4. Click  Save. 


Configure Document Merge in Email Templates

The created document templates can be added as attachments in emails.  
  1. Navigate to    and select  Customization from the left panel.
  2. Under the  Email Templates tab, add a new email template or select an existing one.
  3. Click the   button next to  Add Attachments at the bottom of the template.
  4. Select  Document Merge from the popup.
  5. Fill in the details:
    1. Layout : Select a layout in which the document template is available. 
    2. Document Template : Select the template. 
    3. Type : The document can be PDF or DOCX.
  6. Click  Merge.
    The selected document template will be displayed along with other attachments.  
  7. Click  Save.



The configured document will be added to the email template as an attachment. When this email template is triggered from a blueprint or business rule, the document’s placeholders will be replaced with the associated job’s current field values.

Configure Document Merge in Jobs

Document templates can also be downloaded from jobs.  
  1. Navigate to the Jobs tab.
  2. Select a job from the list of available jobs.
  3. In the ensuing page, click   in the upper-right corner and select Document Merge  from the popup.
  4. Fill in the details:
    1. Layout : Select a layout in which the document template is available. 
    2. Document Template : Select the template. 
    3. Type : The document can be PDF or DOCX.
  5. Click Download. 
A document will be generated with the job’s current field values.  
Note:
  1. Ensure you merge the document into a job associated with a relevant layout, such that the document’s placeholders are populated with proper values.
  2. If the document’s placeholders are not available in the associated job, no value will be populated in its place. 

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