Generate documents using a template

You can generate professional-looking documents using your own templates:

1. Make sure you have your template ready.
2. Make sure you have added the DocuGen view to your board
3. Go to the Document format sub-tab tab and click on the “Select template” button to upload your template

That’s it! Now any time you generate a document (manually or through automations), the document will be created based on the template you selected.

If you want to remove the template, go to DocuGen Settings and click the “x” next to the template name (to remove it).