Listing Attendees on Template Output

Question:

Can I have a list of my Meeting Minutes Attendees appear on an attached Word file that I create from a template? Can that list include people that I have added to the Meeting Minutes document through the freeform option and therefore are not in my Contacts?

Answer:

Yes. Template bookmarks can get and list the names and some other related information of the Attendees on your Meeting Minutes document, and there is a particular bookmark that will list all Attendee names, even non-Contact names.

For non-Contact names:

  • Use RR_DocMeetingAttendee_AttendeeName as the bookmark in a table to list names.
  • This bookmark does not accept any Contact prefixes since Spitfire data does not include any information related to this freeform name.

For Contact Attendees:

  • Use RR_DocMeetingAttendee_UserKey as the bookmark in a table to list names.
  • This bookmark accepts Contact prefixes, such as:
    • DADD_ for the mailing address of the Contact
    • DCO_ for the company of the Contact
    • DEMAIL_ for the email address of the Contact
    • DTI_ for the title of the Contact
  • For a full list of Contact prefixes, see Bookmark Prefixes for Contact Information.
  • The RR prefix comes before the Contact prefix, for example
    • RRDCO_DocMeetingAttendee_UserKey

Example:

Bookmarks in the Word template:

Output:


Keywords: templates