Insert the <<table_start>> placeholder anywhere in your Google Doc template. When generating a document, DocuGen will replace <<table_start>> with the actual data from your board. More information: Specify which columns should appear in your document Filter rows that will appear in your document Style your table Full list of placeholders
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?”
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”
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”
DocuGen saves all generated documents in your root My Drive folder. Currently DocuGen does not offer the ability to specify another folder to save the generated documents. If this is a feature you need, drop us a word and we may be adding it to the product roadmap!
When DocuGen generates documents, they are stored in your Google Drive account and displayed as a link in the DocuGen ‘Documents’ tab. You can delete old documents in your Google Drive just like you would with any other document: right click on the document name and then click on “Remove”. However, you cannot delete aContinue reading “Delete documents”
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”
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”
The Subscription tab allows you to see which DocuGen subscription plan you have. You can upgrade to any higher plan at any time by clicking “Select” under the plan name and following the steps. You will be redirected to our payment processing partner, FastSpring, to complete the purchase using your credit card.
Go to any DocuGen view on any board and click on the “Statistics” tab: 1. “Documents Generated” left panel represents all documents generated by all users during this subscription month since the last reset date. 2. In this example, 119 documents have been generated out of a monthly quota of 10,000. 3. “since” is theContinue reading ““Statistics” Tab”