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
- 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
- Use pre-built DocuGen board templates