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  1. DocuGen help center
  2. How to...

How to...

Quick ‘how-to’ recipes for common tasks

Installation and setup

  • Install DocuGen
  • Add a DocuGen view to your monday.com board
  • Document format
  • Document delivery options
  • Setup tab
  • Documents tab
See all 9 articles

Generating documents

  • Generate Google Docs
  • Save generated documents to Google Drive
  • Generate a drivers' schedule
  • Generate documents in one click
  • Use pre-built DocuGen board templates
  • Generate documents using a template
See all 21 articles

Working with templates

  • Document template gallery
  • Create a document template
  • Important considerations when creating document templates
  • Upload a document template
  • Generate a list of your board's placeholders
  • Filter and preview the rows that will go into your document
See all 12 articles

Working with placeholders

  • Placeholders
  • Name your documents
  • Insert today's date in a document
  • Insert a group name anywhere in your document
  • Insert column totals anywhere in a document
  • Format numbers
See all 9 articles

Working with tables

  • Column selection in Setup
  • Table preview in Setup
  • Select and style columns
  • Styling tables
  • Insert subitems into your documents
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