List of DocuGen placeholders – DocuGen help center

Placeholders are special text that tells DocuGen what information to insert in your document, and where to insert it. All DocuGen placeholders start with << and end with >>. For example: <<user_name>>. You can insert placeholders anywhere in your document template.

There are several types of DocuGen placeholders (details below):

Table placeholders insert a table of items or subitems in your document
Column placeholders insert the value of a specific column for a specific item
Account placeholders insert information about your monday.com account
User placeholders insert information about the user who generated the document
Board placeholders insert information about your monday.com board
View placeholders insert information about the DocuGen view that generated the document

Visit our Template gallery for sample templates using placeholders. You can also visit our Tutorials for step-by-step instructions.

Table placeholders for board items

Table placeholders insert a table (rows and columns) of items from your board.

Placeholder	Explanation
<<table_header>>	Tells DocuGen to insert the column labels from the board in one row in your document. You must insert the <<table_header>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. For example, if the guide table in your Word template looks like this: ... the generated document will look like this: Note that the placeholder <<table_header>> and the dummy text ("Any text...") have all been replaced by the column labels from the board. No other rows are changed, since there are no other placeholders.
<<table_body>>	Tells DocuGen to insert the board items as a table in your document (without the column labels). You must insert the <<table_body>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. If you apply a filter to your DocuGen view and click the green "Generate document" button, the table in your document will only contain the filtered items from your DocuGen view. DocuGen will insert one row for each item. For example, if you have 3 items in your board, DocuGen will insert 3 rows in your table, starting on the row where the <<table_body>> is located. For example, if the guide table in your Word template looks like this: ... the generated document will look like this: Note that the placeholder <<table_body>> and the dummy text ("Anything here...") have all been replaced by the items from the board. Also, since there are 3 items on the board, DocuGen inserted 2 more rows.
Combining <<table_header>> and <<table_body>>	You can use both placeholders together to generate totally dynamic tables. For example, if the guide table in your Word template looks like this: ... the generated document will look like this:

Table placeholders for subitems

Table placeholders insert a table (rows and columns) of subitems from your board.

Placeholder	Explanation
<<subitems_header>>	Tells DocuGen to insert the column labels from the subitems in one row in your document. You must insert the <<subitems_header>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. This placeholder works the same way as the <<table_header>> above.
<<subitems_body>>	Tells DocuGen to insert the subitems as a table in your document (without the column labels). You must insert the <<table_body>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. This placeholder works the same way as the <<table_header>> above.
Combining <<subitems_header>> and <<subitems_body>>	You can use both placeholders together to generate totally dynamic tables. This works the same way as combining the table placeholders above.

Column placeholders

Column placeholders insert the value of a specific column into your document.

⚠️ Please make sure you are not using unsupported characters in column names.

Any styling you apply to the placeholder in your Word template (bold, italic, paragraph positioning, etc.) will be preserved when generating the document.

Placeholder	Explanation
*<<column_firstrow:COLUMN LABEL>>*	The value in the column “COLUMN LABEL”. For example, if you have a column called “Due Date”, the placeholder should be <<column_firstrow:Due Date>> If you are using the "Generate document" button in DocuGen view, this will get the value from the first created row in your board (regardless of the row's actual position). If you are using an integration recipe (button, status, or date), this will get the value from the row that triggered the integration recipe. Click here for more details on how you can use this placeholder.
<<column_firstrow:Item>>	This placeholder is similar to the previous one, but it specifically returns the item name (the very first column in your board). For example, if you have a row called “Send Tony a birthday card”, this placeholder will be replaced by "Send Tony a birthday card" when you generate the document. If you are using the "Generate document" button in DocuGen view, this will get the value from the first created row in your board (regardless of the row's actual position). If you are using an integration recipe (button, status, or date), this will get the value from the row that triggered the integration recipe. Click here for more details on how you can use this placeholder.
*<<column_sum:COLUMN LABEL>>*	The sum of the values in the column “COLUMN LABEL”. For example, if you have a column called “Amount” and you would like to insert the total of this column in. your document, the placeholder should be <<column_sum:Amount>> Click here for more details on how you can use this placeholder.
<<group_name>>	The group name of the first row being sent to DocuGen. Click here for more details on how you can use group names.

Account placeholders

Placeholder	Explanation
<<account_name>>	Your monday.com account name: “Marketing Wizards”
<<account_id>>	Your monday.com account ID: “9238839299”
<<account_url>>	Your monday.com account URL before the “.monday.com”: “wizards-team”
<<account_logo>>	Your monday.com account logo

User placeholders

User placeholders refer to the user who generated the document.

Placeholder	Explanation
<<user_name>>	Full name of the user: “John Doe”
<<user_title>>	The job title of the user: "Consultant"
<<user_id>>	monday.com ID of the user: “9238839299”
<<user_email>>	Email address of the user: “john@doegroup.com”
<<user_phone>>	Phone number of the user: “+1 512 988 9999”
<<user_profilepic>>	monday.com profile picture of the user, in the original size

Board placeholders

Board placeholders refer to the board from where the document was generated.

Placeholder	Explanation
<<board_name>>	The name of board: “Project Takeoff”
<<board_id>>	The monday.com ID of board: 9238839299
<<board_state>>	The state of board: active / archived / deleted
<<board_description>>	The description of the board
<<board_owner>>	The name of board owner: “Bill Smith”
<<board_owneremail>>	The email address of the of board owner: “bill@doegroup.com”
<<board_ownerphone>>	The phone number of board owner: “+1 512 766 3444”
<<board_ownerprofilepic>>	The monday.com profile picture of board owner, in the original size

View placeholders

View placeholders insert values from the DocuGen board view or item view that generated the document.

Placeholder	Explanation
<<view_name>>	The name of the monday.com view from where the document was generated