Install and set up DocuGen
- Install DocuGen
- Add DocuGen Sign to your board
- Add a DocuGen board view to your monday.com board
- Generate documents in PDF or .docx formats
- Deliver generated documents
- View your generated documents
Generate documents
- Preview your documents
- Use pre-built DocuGen board templates
- Generate documents using a template
- Customize outgoing emails
- Generate a document from a specific row
- Filter items or subitems when inserting tables into your documents
Work with templates
- Insert DocuGen placeholders into your Word template
- 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
Work with placeholders
- List of DocuGen 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
- Insert the sum of a subitem column into your document
Work with tables
- Insert specific subitem columns into your document (board view)
- Model table in Setup
- Select and style columns
- Insert specific subitem columns into your document (item view)
- Configure tables
- Insert tables