Installation and setup
- Column selection in Setup (DocuGen item view)
- Add a DocuGen item view to your monday.com board
- Install DocuGen
- Add a DocuGen board view to your monday.com board
- Document format
- Document delivery options
Generating documents
- Customize outgoing emails
- Preview your documents
- Use pre-built DocuGen board templates
- Generate documents using a template
- Generate a document from a specific row
- Generate documents containing a specific group or specific rows from your board
Working with templates
- Copy placeholders into your Word template
- 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
Working 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