Installation and setup
- Document format
- Document delivery options
- Install DocuGen
- Add a DocuGen view to your monday.com board
- Settings tab
- Documents tab
Generating documents
- Generate documents in one click
- Use pre-built DocuGen board templates
- Automatically generate documents using DocuGen integration recipes
- Button Integration recipe: Generate documents using a button column
- Status Integration recipe: Automatically generate a document based on a status change
- Date Integration recipe: Automatically generate a document based on a date
Working with templates
- Generate documents based on a template
- Template Gallery
- Create a template
- Upload a template
- Filter and preview the rows that will go into your document
- Step 1: What information do you want to insert in your document?
Working with placeholders
- Template Placeholders
- Name your documents dynamically
- Insert today's date in a document
- Insert a group name anywhere in your document
- Insert column totals anywhere in a document
- Format dates (mm/dd/yyyy, dd/mm/yyyy, etc.)