Want to create fancy documents? Check our step-by-step tutorials!
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”
In order to start using DocuGen, you will need to grant it access to your Google Drive. This is a one-time task the very first time you add a DocuGen view to any board. DocuGen requires access for the following reasons: Generate documents directly within your own Google Drive Use templates stored in your GoogleContinue reading “Connect DocuGen to your Google account”
You need the following: A monday.com account. If you don’t have a monday.com account, get a free trial here. Google account, either a personal Gmail account or a business account (Google Workspace, formerly G Suite and Google Apps). You must be an Admin on your monday.com account. You don’t need to be an admin onContinue reading “What are the system requirements for DocuGen?”
If you are an administrator on your monday.com account, you can install DocuGen from one of two places: The monday.com marketplace The DocuGen website (click “Install”)