The real power of contacts: link them to document placeholders so field values populate automatically. Update a contact once, and every linked document updates too.
How to Link a Contact
- Open any document and click the Placeholders tab in the left sidebar
- Expand a placeholder and click the dropdown under "Sync to"
- Select "Link to Contact"
- Search for and select the contact you want to link
- Choose which field to use (Name, Email, Phone, Company, Title, Address, or any custom field)
- Click Apply
What Happens When Linked
- The placeholder immediately shows the contact's field value
- A badge shows the contact name next to the placeholder in the sidebar
- You can click Edit to update the contact's details directly from the sidebar
- Changes to the contact automatically sync to all linked placeholders
Unlinking a Contact
- Expand the placeholder in the sidebar
- Click the unlink icon next to the contact card
- The placeholder returns to manual entry mode