How to upload and configure Mail Merge templates in Zoho People?
1. Please Log in to Zoho People with Super Admin credentials to access your Zoho People account.
2. Go to "Setting" on right side of the corner.
3. Click on the "Employee Information" section.
4. And under Employee Information " click on "Automation"
5. And Under "Automation," click on "Mail Merge Templates."
6. Click "Add template" dropdown and select import
7. An "Import template" option will appear. You can choose “Employee” form.
8. Upload your template using “File upload” option from “Desktop/Cloud” options
9. Upload your template using “File upload” option from “Desktop/Cloud” options
Note: Supported Files: Make sure your file is one of the following types: PDF, DOC, DOCX, or ZDOC. Maximum Size: The file size cannot exceed 5MB.
10. Enter a name for your template in the "Template name" field.
11. Enter a name for your document in the "Document Name" field.
12. Save: Click the "Save" button.
By using this process, you can upload both templates
Note: Please use word document for editing the mail merge fields.
Please follow the help link URL for more details
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