Preview your template with actual data

When you upload or edit a template using the DocuGen template editor, you can quickly preview how your documents will look without leaving the template editor:

1. Go do the DocuGen view > Settings > Template. You can do this from a DocuGen item view or board view.

2. Click on the pencil icon next to the template name. If there is no template, just click on the button "Upload template"

3. Once the template editor loads, click on "Preview"

4. The preview will populate your template with data from your monday.com board