The DocuGen Settings tab allows you to set many parameters as you wish. You can access DocuGen Settings by clicking on the Settings tab of your DocuGen view:
1. Context-sensitive help: link to this page
2. Document Delivery Options: Define how you would like to receive generated documents. You can combine multiple delivery options. Delivery options do not count against your monthly document quota; for example, if you generate a single document and that is delivered by multiple ways, this counts as one document.
3. Send as an email attachment: This will send the generated document(s) by email to the user who generated it.
4. Also send to board subscribers: Each board subscriber will get an email containing the generated document(s). Board subscribers do not count against your monthly document quota; for example, if you generate a single document that gets sent to multiple board subscribers, this counts as one document.
5. Attach to file column: If you have a File column in your board, you can select this option to have DocuGen attach the generated documents(s) to the File column.
6. Attach to conversation feed: DocuGen will attach the document in a new thread inside the item's conversation feed.
7. Document Format section: This section contains options for the look-and-feel of your documents.
8. Default Document Name: Set the default document name. You can define dynamic names for your documents!
9. Template: Clicking on this button will allow you to select any Microsoft Word (.docx) document from your computer to be used as a template for generating documents. More on creating templates and using templates.
10. Generate PDF Document, Microsoft Word, Rich Text Document: By default, DocuGen generates documents in Microsoft Word format. If you check these options, DocuGen will also create additional documents of the selected types.
11. Table Styling: This section applies styling to tables inside your document. Read the full help article here. Note that table styling options apply only when generating a document without using a template, or when using the <<table_start>> placeholder in a template. If you wish to style text that is inserted using any other placeholder (such as <<column_firstrow:XXX>>, <<board_name>>, <<user_name>>, etc.), you can simply apply the desired styling directly on the placeholder within the template being used by DocuGen.