Generate Documents - Can contact names be filled instead of contact email address?


Hi there,

Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there any work around that? Any help would be much appreciated!




Best Answer

  • Neil WatsonNeil Watson ✭✭✭✭✭
    edited 02/07/21 Accepted Answer

    I created a helper column that references the contact column, formatted as text. This brings across the name which you can then use in the form.


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