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VeriCon
¡Posted in Ask the Community

merging recipient name with a document

Is there an app or way to insert the recipient's name into an attached document? We are providing certificates of attendance, and don't want to have to send out individual emails for each certificate. 

Contact Management
Contacts
documents
Library
1 reply
Best reply by William A

Hello @VeriCon ,

 

There's nothing in the system for inserting contacts' names or other contact details into uploaded documents. 

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