If you are an administrator on your monday.com account, you can uninstall DocuGen by going to your monday.com main menu at the bottom left corner, then Admin, then Apps, and click “Uninstall” next to DocuGen.
Live demo and how-to 31 Mar 2021 Live demo and how-to 23 Nov 2020
We haven’t tested DocuGen fully on the mobile app of monday.com. However, we can confirm that integrations that you set up on your board will also work if they are triggered from the mobile app. For example, if you set up a status integration that generates a document when a status column changes to aContinue reading “Does DocuGen work on monday.com’s mobile app?”
Save time and use our pre-built templates to help you get up and running quickly on DocuGen. Create a new board using a template Search for “DocuGen” Select the “DocuGen Templates” and click “Use”
You may be looking to generate a number of documents in bulk using data from your monday.com board. For example, you may have a board containing 20 rows representing 20 customers, and would like to create “Thank You” letters for all 20 customers by clicking the “Generate document” button once rather than 20 times. CurrentlyContinue reading “Can DocuGen generate documents in bulk?”
Yes! Guest users on your shareable boards will be able to access DocuGen views and will be able to use them just like regular users. Guest users are external users who are not part of your monday.com account, but that you add to shareable boards. More about guest users here.
Yes! DocuGen currently supports subitems, but it’s limited to the first column. For example, let’s say you have this board with one item (“This is a main item”) and three subitems (“This is the first subitem”, “Second subitem”, and “Subitem #3”): When you click “Generate document” in DocuGen, the subitems appear as a single sequenceContinue reading “Does DocuGen support subitems?”
If you want to insert general information from your board or your monday.com account in general, use any of the following placeholders: Placeholders about the user Placeholder Explanation <<user_name>> DocuGen’s current running user’s full name: “John Doe” <<user_id>> DocuGen’s current running user’s id: “9238839299” <<user_email>> DocuGen’s current running user’s email: “email@example.com” <<user_phone>> DocuGen’s current runningContinue reading “Step 2: Insert a general information placeholder”
To insert the sum of a number column, use the <<column_sum:COLUMN LABEL>> placeholder anywhere in your Google Doc template, where “COLUMN LABEL” should be replaced with the name of your column. Examples: If your column name is “Amount”, you should insert the placeholder as follows:<<column_sum:Amount>> If your column name is “Extended Price”, you should insertContinue reading “Step 2: Insert the column sum placeholder”
To insert a single value from a specific column, use the <<column_firstrow:COLUMN LABEL>> placeholder anywhere in your Google Doc template, where “COLUMN LABEL” should be replaced with the name of your column. Examples: If your column name is “Address”, you should insert the placeholder as follows:<<column_firstrow:Address>> If your column name is “Applicant Name”, you shouldContinue reading “Step 2: Insert the column value placeholder”