Automatically generate financial reports using Zoho Writer
Автор: Zoho Writer
Загружено: 2026-02-26
Просмотров: 11
Описание:
The financial services industry, being highly document intensive, relies on creating, sharing, and distributing complex documents and forms such as policy manuals, contracts, and account statements.
With Zoho Writer, the process of designing and generating various types of documents becomes simpler and quicker.
In this video, we will demonstrate how to generate a financial report such as a monthly report of the loan amounts loaned based on the agent, by pulling your financial information from business apps. We will also highlight how to visually represent the data using Writer's built-in charts.
Helpful links:
About Zoho Writer: https://zoho.com/writer/
Features: http://zoho.com/writer/features.html
User Guide: https://help.zoho.com/portal/en/kb/wr...
Zoho Writer's document automation templates:
Mail merge templates: https://zoho.com/writer/mail-merge.html
Fillable templates: https://www.zoho.com/writer/create-fi...
Fillable PDF forms: https://www.zoho.com/writer/convert-p...
Sign templates: https://www.zoho.com/writer/sign-docu...
Desktop app: https://www.zoho.com/writer/desktop-a...
Free demo: https://zoho.com/writer/free-demo.html
#financialservices #documentautomation #documentgeneration
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