Document Builder and How Contact List Items are Imported

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When I use Document Builder to complete a pdf form, contact list items are displayed as e-mail addresses, not as the contact names. Is there a way for the name to show instead? Or both name and e-mail address? Thank you.

Answers

  • S_Karkhoff
    S_Karkhoff ✭✭✭✭
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    I would be interested in this information as well!

  • Dale Murphy
    Dale Murphy ✭✭✭✭✭✭
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    Me too! I have just started to use this capability.

    In the meantime, I recommend building a text column that extracts the name from your Contact column.

    E.g., =[Contact name]@row is all you need.

    Then use that field (and the Contact email address as another) in the document build.

    Dale

  • Brett Smith
    Brett Smith ✭✭✭
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    I agree - this is needed. Especially when we're likely all trying to automate, and reduce "wasted" data entry.

    Dale's solution is a workaround. It's not ideal to need to create columns referencing other columns so that you can pass some data that already exists.

    Please get this done smartsheet!