Generate documents by clicking a button

You will sometimes need to pull values from a single, specific row on your board. For example, you might want to generate an offer letter to a candidate who is represented by a row in you monday.com board. In this case, the row will contain columns for the candidate’s name, position, offered salary, and other details.

This article will show you how you can generate documents based on a single row of data using a button column.

Before adding a DocuGen integration recipe, make sure you add a DocuGen board view to the board. We don't yet support DocuGen item views in integration recipes.

1. Add a button column

Imagine your board looks like this:

Here we added a button column before the “Manager” column and we called it “Generate Doc”:

 When you first add a new button column, monday.com shows a “Set up” form to help you set up the button. Ignore this form and follow the steps below instead.

2. Add a DocuGen view

Add a DocuGen view to your board and give it a name, say “My Offer Letters”. More on adding DocuGen views here.

3. Add a DocuGen integration recipe

Go to “Integrations” at the top of your board and search for DocuGen integrations, then click on the integration recipe called “When this button is clicked, generate document using settings from this view.”

Fill the integration recipe as follows: (Can't find the DocuGen views in the recipe? Check out the fix at the end of this article.)

4. Prepare the offer letter template

The easiest way to start is by using the offer letter template from the Document template gallery.

The document template uses the following placeholder to pull information from specific columns:

<<column_firstrow:COLUMN LABEL>>

… where “COLUMN LABEL” represents the name of the column. For example, to pull the name of the manager, we use:
<<column_firstrow:Manager>>

For the offer date, we use:
<<column_firstrow:Offer Date>>

… and so on.

Using the above placeholders, the template looks like this (the bold placeholders are for emphasis; they don’t need to be bold):

Notice that when you want to refer to the very first column on the board, you need to use “Item” as the column name:
<<column_firstrow:Item>>

You can find out more about placeholders here.

5. Click on the button to generate a document

Click on the button on any row then go to your DocuGen view. You will see a new document under the “Documents” tab. Double-click on the document name to open it. It should like like this: