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  1. DocuGen help center
  2. How To
  3. Working with templates

Working with templates

  • Template gallery
  • Create a 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
  • Step 1: What information do you want to insert in your document?
  • Step 2: Insert the table placeholders
  • Step 2: Insert the column value placeholder
  • Step 2: Insert the column sum placeholder
  • Step 2: Insert a general information placeholder
  • Delete documents
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