If you want to generate professional documents that reflect your brand, you will need to use templates. Using templates is super-easy:
- First, you need to create a template using Microsoft Word or similar software
- Insert placeholders representing the location of your board data in your document
- In the DocuGen view in monday.com, click on the Settings tab and select the template you created
That’s it! When you click the green “Generate document” button, DocuGen will use the template to create your documents. Make sure to check your email for the new document!