You can create, edit, and delete document recipes in one of two (equivalent) ways:
Manage recipes from the DocuGen Card
Go to the DocuGen card on any HubSpot record and click on Preview document (or Generate document):
When you click Manage recipes..., DocuGen will display a list of all recipes related to this HubSpot object (say, Deals). You can create a new recipe, or edit/delete an existing one:
Manage recipes from DocuGen Settings
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Go to the Marketplace icon at the top of your HubSpot page and click on Connected Apps:
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Under My Apps, click on DocuGen's listing:
- Go to the Settings tab.
- Under General > Document recipes, you will see a list of your recipes.
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You can filter the list of recipes by object using the dropdown at the top of the list:
- You can edit (or delete) any recipe by clicking on the Edit (or Delete) button next to the recipe.
- You can create a new recipe using the Create document recipe button.
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