Create your document template

Document templates allow DocuGen to generate beautiful documents that reflect your brand. This is how you create a template for DocuGen:

1. Using word processing software such as Microsoft Word, create a new document or make a copy of an existing document; this will be your template. The template must be in Microsoft Word format (.docx). Looking for inspiration? Check out our template gallery.
2. You will use 'placeholders' to tell DocuGen where to insert information from your board into your document.
   1. If you're using a DocuGen item view, you can copy the placeholders with one click
   2. If you're using a DocuGen board view, you can generate a list of your board's placeholders with one click
   3. You can refer to our extensive list of DocuGen placeholders
3. Insert the relevant placeholders into your template. For example, if you want to insert your name somewhere in the document, use the placeholder <<user_name>>. 

Now you are ready to upload the Word template to the DocuGen view:

1. If you're using a DocuGen item view: Go to Settings > Template > Upload template:
   
   
   
2. If you're using a DocuGen board view: Go to Setup > Document design > Upload template:
   

Next: Add integration recipe >>