Pull information from multiple boards using mirror columns

You can include information from multiple boards into your document using mirror columns. The document template "Cost estimate template.docx" used for the example below is attached at the bottom of this page.

Note special considerations related to mirror columns in this article.

For example, let's say you have a "Clients" board containing client details:

And let's say you also have a "Quotes" board where you prepare cost estimates for your clients:

You would like to generate documents that combine information from both the Quotes board (service, amount, etc.) and the Clients board (client name, address, etc.)

In order to do so, you need to add a Connect Boards Column ("Client") to your Quotes board and connect it to the Clients board:

Then you can add Mirror columns to bring the necessary information (client address, contractual rate, etc.) from the Clients board to the Quotes board -- you can even add formula columns that use information from the mirror columns, such as "Amount" here being the product of Hours and Rate (which comes from the Clients board): 

Once you've completed the above, you're ready to add a DocuGen view to your Quotes board and upload the document template attached to this page. 

In order to generate documents, you will need to create a button integration in order to generate documents easily.