DocuGen offers two types of views:
- Item view
- Board view
DocuGen item view
The DocuGen item view allows you to generate documents based on any specific item from your board (including related subitems.)
- Click on any item on your board
- On the side panel, click the + sign to add a new item view
- Search for 'DocuGen' and add the
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.
DocuGen board view
The DocuGen board view allows you to generate documents based on multiple items from your board.
- 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.
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