Re-authorize DocuGen

Our support team may request you to re-authorize DocuGen using the simple steps below:

1. Go to any board that has an existing DocuGen view, or just add a new DocuGen view on any board
2. Add a new (dummy) monday.com automation by clicking Automate (top right of board), then create an automation from scratch with any trigger (example: when an item is created). For the action, search for "DocuGen" and select "Generate document".
3. monday.com will ask you to authorize DocuGen (this is required only one time). On the authorization screen, make sure that the monday.com account at the top right corner is the correct account. Please go ahead and authorize DocuGen
4. You don’t need to complete the steps for the dummy integration; you can safely cancel or delete this integration

You do NOT need to repeat these steps for other boards where you may have integrations. The steps above will authorize DocuGen across your entire monday.com account.

Still facing trouble? Send us an email at support@docugen.io and we’ll get back to you.