Go to your DocuGen view, click on the Settings tab, then click on “Select template”: Pick a template from your Google Drive. That’s it! The next time you generate a document from this view, DocuGen will use this template. If you do any changes to your Google Doc template in Google Drive, the changes willContinue reading “Select a template for DocuGen”
DocuGen can help you quickly generate quotes, proposals, or just about any kind of document using your own template. In this tutorial we will set up DocuGen to generate sales quotes using your own template. Before you start: Make sure DocuGen is installed on your monday.com account. 1. Set up the board Create a boardContinue reading “Generate sales quotes using DocuGen”
To verify if DocuGen is installed on your monday.com account, go to the main menu at the bottom left corner of the screen and click on Admin, then Apps. DocuGen should appear under the “Installed Apps” list: If DocuGen is not installed on your monday.com account, you can easily install it with a few clicks.
The DocuGen Settings tab allows you to set many parameters as you wish. You can access DocuGen Settings by clicking on the Settings tab of your DocuGen view: 1. Context-sensitive help: link to this page 2. Default Document Name: Set the default document name. You can now define dynamic names for your documents! 3. SelectContinue reading “Settings tab”
You can create and use as many templates as you wish in DocuGen; there is no limit, even on the free plan! However, you can only have one template for each DocuGen view. If you need to generate multiple types of documents from the same monday.com board, then create a separate DocuGen view for eachContinue reading “Is there a limit on the number of templates?”
There is no limit to the number of DocuGen users: all your monday.com users can use DocuGen once installed, even on the free DocuGen plan.
Although Formula and Rating columns are not supported by DocuGen, you can use the fantastic app General Caster as a workaround to include any sort of calculated columns in your documents. General Caster is a product of Omnidea S.r.l. Step 1: Install General Caster This is a one-time task for all your monday.com users. YouContinue reading “Include formula columns in your documents using General Caster”
No, unused documents do not roll over. When you subscribe to a DocuGen plan, you are entitled to generate a number of documents each month. Unused documents do not roll over to the next month. For example, if your subscription plan entitles you to 500 documents per month and you generate 300 documents during theContinue reading “Do unused documents in my plan roll over to the following month?”
Sometimes you may want to generate documents that contain specific rows from your board. There are two ways you can achieve this: Use filters This is quick and easy, and best used when you have a small number of rows in your board. Using the built-in monday.com filter button, you can select individual rows fromContinue reading “Filter your data by specific rows”
Once you install DocuGen on your monday.com account, all users under the account will have access to DocuGen. Currently there is no way to restrict access. If would like the ability to control access to DocuGen, drop us a word: