QuoteWerks - Creating or Updating Zoho Linked Document

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April 17, 2024

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Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Zoho CRM Integration > Using Zoho Integration > Writing Information Back into Zoho

Creating or Updating Linked Document in Zoho

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When saving a document, the “Create or Update Linked Document” checkbox will appear on the Save window.

Note:

The Create or Update document Attachment checkbox will NOT appear if you are saving a quote template. The Create or Attach to Opportunity checkbox will be checked and disabled if the Look for synchronized data in dtf files option is set.

If you check this option, an attachment record that refers to the document you are saving will be created (or updated) under the Zoho Deal.

Clicking on this link will enable you to open this file in QuoteWerks.

If you open the attachment and the document does not exist in your installation of QuoteWerks, it will be automatically imported. In order for it to be automatically imported, the Look for synchronized data in dtf files option on Synchronization tab of the Tools -> Options menu must be checked.

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