Automatically assign a version number to your document

If you generate multiple documents from the same item, you might want to append a new version number to each document you generate. Follow the detailed instructions below or watch this two-minute video:

Step-by-step instructions

1. Add a number column and call it "Version"
2. Go to your DocuGen view > Settings > Template, and append this to the document name: <<column_firstrow:Version>>
   
   This will ensure that the version number appears at the end of the generated document name.
3. We need to automatically increment the "Version" column value every time you generate a document. To do this, add a new board automation:
   
4. For the recipe trigger ("When this happens"), choose the same trigger that you use for DocuGen:
   1. 1. If you're using a DocuGen status recipe, select "status changes to something" and select the same status column and value as your DocuGen recipe.
         
      2. If you're using a DocuGen button recipe, select "button clicked" and select the same button column as your DocuGen recipe:
         
5. For the recipe action ("Then do this"), select "increase / decrease number value" and fill the column name and "1" for the value:
   
6. Your final automation should look like this -- don't forget to click "Create automation":
   

That's all! Every time you trigger a new document, the version number will increase by one and the generated document name will include the new version number.