You want to display the active user in your document. To do this, you must use the following control characters.
With ChiliDocs®, you can also reference the active HubSpot user in your documents – i.e., the person currently logged in who generates the document. This is useful, for example, when you want to display the sender in an offer or include a user signature.
âś… Available control characters for the current user:
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[currentuser.firstname] → First name
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[currentuser.lastname] → Last name
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[currentuser.email] → Email address
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[currentuser.phone] → Phone number
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[currentuser.jobtitle] → Job title
⚠️ Important note:
The currentuser placeholders do not work in documents generated via workflows. They are only available when generating documents manually through the CRM card.
đź’ˇ Additional info:
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These placeholders always refer to the user who is logged into HubSpot and executes the action.
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They work independently of the object (contact, deal, company, ticket).