Customize outgoing emails

When you select the option to send documents by email to external recipients, DocuGen allows you to customize the subject, body, and sender of the email containing the generated document.

ℹ️ This feature is only available in Standard Plan and above. 

This feature is currently only available in DocuGen item views. Click here to find out how you can add a DocuGen item view to your board. 

• Send from: The default is no-reply@docugen.io, but you can add your own email address. 
• Copy the user who generated the document: When DocuGen sends the email containing the generated document, the monday.com user who generated the document will receive a copy of the email.
• Subject: You can add any subject line. You can also use placeholders to dynamically insert text from your board.
• Body: You can customize the body of the email, including dynamic placeholders that retrieve information from your board. When you click on any of the placeholder chips below the 'Body' text area, DocuGen will insert the corresponding placeholder in the body.