- Go to any board in your monday.com account and click on the list of views.
- Click on “+ Add View” then on “More views” at the bottom of the list.
- This will open the Views Center where you can search for the DocuGen Documents view. Click on the view to add it.
Once you add a DocuGen view, you can rename it as you wish. You can add as many DocuGen views as you wish, each with its own settings and template.
Generate a test document by clicking the green “Generate document” button. Your new document will be sent to you by email within seconds.