DocuGen can help you quickly generate form letters such as offer letters to successful candidates using your own template.
In this tutorial we will set up DocuGen to generate offer letters using your own template.
Note: You can skip steps 1 and 2 by using the pre-built DocuGen board templates. Once you add the DocuGen templates, go to the board “Recruiting Board” and jump directly to step 3 below.
1. Set up the board
We will set up a new monday.com board for offer letters as follows:
- The board as a whole represents a list of candidates
- Each row will represent one candidate
- The columns are as follows:
- The first column is the name of the candidate
- Manager is a people column
- Offer Date and Starting Date are date columns
- Position is a text column
- Hourly Rate is a number column
- Phone is a phone column
- Address is a location column
Here is how the board looks like:
2. Add DocuGen view
You need to add a DocuGen view to the board. Follow these simple instructions.
3. Generate a test document
Click on the green “Generate document” button:
Within seconds you should receive the generated document by email. You will also see a new entry under “Recent Documents”. Open the document you received by email: It should look like this:
As you can see, the document lacks branding and styling, and it doesn’t filter the board rows. Worry not: this is our next step!
4. Make your document look pretty
Instead of blank documents, we need to tell DocuGen to use a document template. The easiest way to start is by downloading the offer letter template in our Template Gallery. Make sure to give the template a helpful name, say “My Offer Template.docx”.
Go to the DocuGen Settings on your board, click on "Select Template", and upload “My Offer Template.docx” as the template.
Click again on “Generate document” and check the result in your email inbox — much better!
5. Select a specific candidate for the offer letter
The example above generated the document using data from the very first row in the board. What if we want to generate the offer letter for another candidate, say Natasha Doe (third row)? To do this, we can use the DocuGen button column integration. This will allow you to generate an offer letter by clicking a button directly from your board. Learn more about button column integrations here.
- Templates use placeholders to indicate where to place the information from your board. You can find out more about placeholders here.
- The placeholders that allow you to insert values from specific columns is <<column_firstrow:COLUMN LABEL>>. More about this here.
- monday.com filters are a very powerful tool when used along with DocuGen. Learn more about this here and here.