Zoho Writer User Guide

 

Creating & Managing Documents

Be it a company report, a letter of agreement, draft, dossier or script, Zoho Writer has all the features to help you create and manage documents better. Start by creating and naming your document. Saving is no pain with Zoho Writer as it auto-saves content as and when you type. Feel free to make as many changes as you want while you work on your document. You can always revert to an earlier version in Zoho Writer. Move files across folders to organize them better. If you have your documents stored elsewhere and all you need is a word-processor, you can easily import your documents to Zoho Writer and work on them. Work on your documents productively even when you are not connected to the internet. Zoho Writer will sync all the changes you made, the moment you come online. Access your mostly used files from the recent files list or add them to favorites with just a click.

How do I create a new document in Zoho Writer?

Creating a fresh document in Zoho Writer is fast and easy.

To create a new document:

  • 1Click File in the top-left corner of your screen. A drop-down menu will appear.
  • 2Select New Blank Document to open a fresh document in a new tab.
Create new document

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How do I rename a document?

Renaming a document is as simple as editing the title.

To rename a document:

  • 1Click the document title field in the upper-left of the window.
  • 2Enter the new name of the document and hit Enter or click outside the title field to save your changes.
Rename document

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How do I save a document in a specific folder?

Saving a file in a specific folder is just a matter of few clicks.

To save a file in a specific folder:

  • 1Click the document title field in the top-left corner of the window.
  • 2Click the folder
    icon to the right of the title field. A drop-down menu displaying your folders will appear.
  • 3Select the folder to which you want to add the document and click Done.
Save document

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Where do I access a list of my recent files?

You might not remember the name of every file you've been working on recently and it's always better to keep closed files out of view to avoid confusion. That is why we have a recent files list available for you all the time.

To access your recent files:

  • 1Click File in the top-left corner of the document window. A drop-down menu will appear.
  • 2Select Open Recent. A drop-down list of your recent files will be displayed.
Access recent files

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How do I create a copy of a document?

You can make copies of a document for purposes like sharing, editing or just to keep a copy of a specific version.

To make a copy:

  • 1Click File in the top-left corner of the document window.
  • 2Select Make a copy from the drop-down menu.
  • 3In the window that appears, enter a name for the document copy.
  • 4Click Copy. A copy of the document will be created.
Create document copy

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How do I move a document to a different folder?

You can move any document to a different folder when you want to change your file/folder structure.

To move a document:

  • 1Click the title of the document in the top-left corner of the window.
  • 2Click the folder
    icon. A drop-down list will display all your folders. The file's current folder will be highlighted.
  • 3Select the folder to which you want to move the document.
  • 4Click Done.
Move document

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How do I import files to Zoho Writer?

You can import files stored in your computer to Zoho Writer and work on them anytime you want, from anywhere.

To import files from your desktop:

  • 1Click File in the top-left corner of the document window. A drop-down menu will appear.
  • 2Select Import from the drop-down menu. The Import Document window will appear.
  • 3Select From Computer and click Choose File to import files from your desktop. Your local file directory will open.
  • 4Select the file you want to import.
  • 5Click Done.
Import files

How do I import web documents to Zoho Writer?

The Import through URL feature lets you import web documents to Zoho Writer using the URLs of web documents. This feature, however, supports only specific web document formats (.docx, .doc, .docm, .dot, .dotx, .dotm, .odt, .txt, .html, .htm, .tex) and the file size cannot exceed 10MB.

To import web documents:

  • 1Click File in the top-left corner of the document window. A drop-down menu will appear.
  • 2Select Import from the drop-down menu. The Import Document window will appear.
  • 3Select URL.
  • 4Copy and paste the URL of the web document in the field.
  • 5Click Import.
Import web documents

Which file formats do Zoho Writer support?

Zoho Writer supports the following formats:

For document import:

.docx, .doc, .docm, .dot, .dotx, .dotm, .odt, .txt, .html, .htm, .tex

For document export:

.docx, .rtf, .txt, .html, .odt, .epub, .pdf

Export files

How do I create a new version of a file?

It can be useful to keep multiple versions of the same file, so you have a record of the changes you've made.

To create a new version of a file:

  • 1Click File in the left-hand corner of the document window. A drop-down menu will appear.
  • 2Select Create Version. A pop-up window will appear.
  • 3Enter a short description.
  • 4Click Create.

Note: To access an older version of the document, go to File > Document History. All versions will be displayed in the right side of the screen.

Document versions

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How do I view file properties?

The document properties window will display details like the title of the document, owner of the document, version number, permalink of the document, publishing status, date of creation and date of modification.

To view file properties:

  • 1Click File in the top-left corner of the document window. A drop-down menu will appear.
  • 2Select File Properties to open a small pop-up window, which contains detailed information for the document.
File properties

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How do I edit files while I'm offline?

With Offline Mode enabled, Zoho Writer lets you work on your documents even when you don't have reliable internet access. Any changes made while you're offline will sync automatically the next time you connect your computer to the internet.

To configure offline mode:

  • 1Click
    in the top-right corner of the document window. A drop-down menu will appear.
  • 2Select Set Up Offline.
  • 3A dialog box will appear asking you for confirmation. Click Proceed.
  • 4An Offline Setup window will appear. Once setup is complete, click Close. After the set up, you can access all your synced documents from this link https://docs.zoho.com/writer/offline.do and start working on it even when you are offline.

Note: In order to sync the document content that was modified offline, you can either open the document (if not already opened) when you are connected to the internet, or manually sync the document using the sync option inside the document editor.

To sync documents:

  • 1Click the Settings icon
    in the top-left corner of the document window. A drop-down menu will appear.
  • 2Select Offline Setup.
  • 3Click Sync Documents.
Edit files Offline

How do I add a file to my Favorites list?

You can add important files to your Favorites list by clicking the star icon in the top-left corner of the document window. The star icon will turn yellow, indicating that your document has been added to your favorites list.

Add to favorites

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How do I save a copy of my document to other cloud drives?

All your Writer documents are automatically saved as you make changes. However, you can also save a copy of your document in cloud drives such as Zoho Docs, Google Drive, Dropbox, Box, OneDrive and Evernote. Here's how:

  • 1Click File in the top-left corner of the document window. A drop-down menu will appear. Click on 'Save to Other Drives' option from the drop-down.
  • 2Choose your drive and click on Authenticate button.
save-to-other-drives
  • 3Enter your credentials in the pop-up that follows in order to link your account with Writer.
  • 4Select the Folder you would like to copy your document to. Click Add to this Folder button to save your document.

Note: Document will be saved in .docx format

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