Automatically generate documents using DocuGen integrations

DocuGen allows you to automatically generate documents based on date, status, or a click of a button using integrations. 

 Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try to add a DocuGen integration on a board that does not have any DocuGen views, you will get an error.

When creating DocuGen integrations, make sure you enter the DocuGen view name exactly as it appears in the view (including capitalization and any punctuation.)

Go to the board’s integrations and search for “DocuGen”: 

Find out more about each integration:

1. Date integration
2. Status integration
3. Button integration