Step 1: What information do you want to insert in your document?

1. I want to create a table in my document using data from my monday.com board Pull data from your monday.com board and present it in a table format in your document. 2. I want to insert a specific value from my board Pull a specific column value from a specific row and insert itContinue reading “Step 1: What information do you want to insert in your document?”

Enabling cross-site cookies in Safari

If you added a DocuGen view to your monday.com board but it keeps loading indefinitely, chances are your browser is blocking third-party cookies. These are the instructions for fixing this in Safari. In Safari’s main menu, go to “Preferences…” and click on the Privacy tab: Make sure “Prevent cross-site tracking” is unchecked Make sure “BlockContinue reading “Enabling cross-site cookies in Safari”

Enabling cross-site cookies in Chrome

If you added a DocuGen view to your monday.com board but it keeps loading indefinitely, chances are your browser is blocking third-party cookies. These are the instructions for fixing this in Google Chrome. In Chrome’s address bar, go to chrome://settings/cookies Under “General settings”, select either “Allow all cookies” or “Block third-party cookies in Incognito”. DoContinue reading “Enabling cross-site cookies in Chrome”

Name your documents dynamically

You can have DocuGen set the names of your generated documents dynamically using placeholders. Go to your DocuGen view and click on the Settings tab: Static Names You can give all your documents the same name if you enter any string in the “Default Document Name” text box. For example, this setting: will name allContinue reading “Name your documents dynamically”

Change the Google account linked to DocuGen

If you need to change the Google account associated with DocuGen, follow these steps: 1. Go to myaccount.google.com and make sure you are logged in to the Google account that you want to replace. 2. Under Security, scroll down to, and click on, “Third-party apps with account access” 3. In the list of third-party apps,Continue reading “Change the Google account linked to DocuGen”