DocuGen can help you quickly generate legal documents such as non-disclosure agreements or purchase agreements using your own template.
In this tutorial we will set up DocuGen to generate an NDA using your own template.
Note: You can skip steps 1 and 2 if you use the pre-built DocuGen board templates. Once you add the DocuGen templates, go to the board “NDAs” and jump directly to step 3 below.
1. Set up the board
We will set up a new monday.com board for NDAs as follows:
- The board as a whole represents a list of NDA
- Each row will represent one NDA
- The columns are as follows:
- The first column is the name of the counterparty
- NDA Date is a date column
- Jurisdiction is a text or dropdown column
- Courts is a text or dropdown column
- Our Signatory is a text or person column
- Counterparty Signatory is a text 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 and call the view “My NDAs”.
3. Generate a test document
Click on the green “Generate document” button:
Within seconds you should receive an email containing the generated document. You will also see a new entry under the Documents tab. Open the document in your email. It should look something like this:
As you can see, the document lacks the proper legal content, has no branding, and doesn’t pull information from any specific board item. Worry not: this is our next step!
4. Give your document content and character
Instead of blank documents, we need to tell DocuGen to use a document template. The easiest way to start is by using the Non Disclosure Agreement template in our Template Gallery. When you download the template, make sure to give it a helpful name, say “My NDA Template.docx”.
Go to the DocuGen Settings on your board and upload “My NDA Template.docx” as the template:
Click again on “Generate document” and check the result — much better!
5. Add a button column
We want to be able to generate the NDAs directly from the monday.com board and specifically from the row that contains the data. To do this, we will add a button column to the board and will call it “Generate NDA”:
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.
6. Make the button actionable
For the button to work, you need to add a DocuGen integration.
Go to “Integrations” at the top of your board and search for DocuGen integrations, then click on the integration called “When this button is clicked, generate document using settings from view.”
Fill the integration as follows:
7. Click on the button to generate an NDA
Go to the main board, click on the button on any row, then go to your DocuGen view. You will receive a new document by email.
Congratulations on your first automated NDA!
- 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.