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Generating documents
What we store
We store the Word documents that you upload as templates for generating documents.
What we don't store
We do not store your generated documents. When you generate documents using DocuGen, we create a new document using the Word template and the data from you board. You have the choice to decide where you would like to store the generated documents:
- Downloaded to your computer
- Saved on your monday.com board
- Sent to your (or other) email address
More about storage of generated documents here.
Even though you can see a list of generated documents in the Documents tab, this is merely a list of links to your documents, not the actual documents.
Signing documents
What we store
- We store and retain indefinitely the documents to be signed that you upload to DocuGen Sign settings.
- We retain for up to seven days the data that we pull from your monday.com account when we populate the annotations (placeholders) on the documents to be signed.
- We also store and retain indefinitely all signed documents. You also have the option to save the signed documents in in the board.
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