Auto Document Merge Pro Documentation
Everything you need to know about using this extension.
For additional support, contact us at: extensionsupport@squarelabs.com.au
1. Navigate to Zoho Marketplace, Search for "Auto Document Merge for Zoho CRM", or click this link.
2. Start a Free Trial and follow the procedure.
3. Once installed, it will redirect to the Setting Page of Extension.
1. The Zoho Connector is required for the extension to function however the Google Drive Connector is only required if you want to save your merged documents to a Google Drive Folder.
2. Module specific settings enable you default the merge template, format, output types and defaulted options.
3. Enable or Disable merge output types.
4. If you use a particular output type the most you can set it as a default so it is pre-selected when loading the widget.
5. Some outputs have additional options that you can default to save you having to select them each time.
6. Save your settings.
1. Head to Settings > Customisation > Templates.
2. Select the Mail Merge tab and ensure you have some mail merge templates ready to use.
3. Click the Merge Document Button to launch the widget.
4. Select the mail merge template.
5. Select the output format.
6. Select your outputs. Only enabled outputs will appear and defaulted ones will be pre-selected.
7. Select any additional output options.
8. Click Merge to Start.
9. A loading screen will appear. This will take approximately 5-10 Seconds depending on the complexity of your merge document.
10. Once the merge is complete you will have the option to run another merge.
11. Clicking Close will close and refresh the record.
1. Go to Settings > Automation > Workflow Rules.
2. Click Create Rule.
3. Configure your workflow trigger
4. Configure your Workflow Conditions
5. Select Instant or Scheduled Action
6. Select Merge_Action* to configure a merge action attached to your workflow.
*If you have multiple Extensions installed this may be listed as 'Custom Actions'
7. Select the Merge template.
8. Select the Merge format.
9. Select your Merge output.
10. Populate the output specific settings.
11. Click Save.
1. Head to Settings > Customisation > Developer Hub > Widgets
2. Click Create New Widget
3. Complete the details ensuring the following:
Type: Button
Hosting: External
Base URL:
https://storage.googleapis.com/auto-document- mergewidget/v1.1/app/main/widget.html
4. Click Save.
5. Head to Settings > Customisation > Modules & Fields > Select your custom module.
6. Click the Buttons Tab.
7. Click Create New Button
8. Enter the Button Name, Layout and Profile Permissions
9. Ensure you select the following:
Button placement: In Record
Position: Details
10. Click Define and action to be performed.
11. Select Open a Widget.
12. Find the widget you created and click Install button.
13. Click Save.
