DocuGen item view

If you're using a DocuGen item view, you can easily copy placeholders to your Word template.

1. Add a DocuGen item view to your board
2. Go to Settings > Fields
3. Click on any of the column names. This will automatically copy the corresponding placeholder to your clipboard.
4. Paste the placeholders into the appropriate location in your Word template

DocuGen board view

If you're using a DocuGen board view, you can easily copy placeholders to your Word template.

1. Add a DocuGen board view to your board
2. Go to Settings > Placeholders
3. Click on any of the column names. This will automatically copy the corresponding placeholder to your clipboard.
4. Paste the placeholders into the appropriate location in your Word template