The document delivery options allow you to define how your generated documents should be delivered:

• Download to your computer
• Email to the user who generated it
• Email to a third party
• Attach to a file column
• Attach to the item updates

If you're on a DocuGen item view, you can access the options by clicking on the Settings tab, then on the Delivery subtab:

If you're on a DocuGen board view, you can access the options by clicking on the Settings > Delivery tab of your DocuGen view:

You can select multiple delivery options. Delivery options do not count against your monthly document quota; for example, if you generate a single document that is delivered by multiple ways, this counts as one document. 

Download to my computer

When you click the blue 'Generate' button, the generated document will automatically be downloaded to your computer.

Send as an attachment by email...

This will send the generated document(s) by email to the user who generated it.

Also send by email to the other board members

Each board member will get an email containing the generated document(s), including guests:

Board subscribers do not count against your monthly document quota; for example, if you generate a single document that gets sent to multiple board subscribers, this counts as one document.

Send as attachment by email to... 

If you have an Email column in your board, you can select this option to have DocuGen send the generated document(s) by email to the email address in the column. This is ideal for sending a document to an outside person, such as a client or supplier who is not a member of your monday.com account.

The '⭐ Customize...' button allows you to use your own email template and your own email address when sending out the generated document. 

Attach the document to...

If you have a Files column in your board, you can select this option to have DocuGen attach the generated documents(s) to the Files column:

Please note the following considerations related to Files columns:

1. 1. 1. If the selected Files column is subsequently deleted, DocuGen will automatically revert to sending the document by email.
      2. If the person who clicked the button to generate a document did not previously authorize DocuGen to access the Files column, DocuGen will be unable to attach the document to any Files column and will automatically revert to sending the document by email. To resolve this issue, check the section "Documents are not attaching to the Files column or the conversation feed" in the Troubleshooting Guide.

Attach the document to item updates

DocuGen will attach the document in a new thread inside the item's update feed.

Please note if the person who clicked the button to generate a document did not previously authorize DocuGen to access the conversation feed, DocuGen will be unable to attach the document to any conversation feed and will automatically revert to sending the document by email. To resolve this issue, check the section "Documents are not attaching to the Files column or the conversation feed" in the Troubleshooting Guide.