Document Builder and How Contact List Items are Imported
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
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I would be interested in this information as well!
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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
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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!
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