Step 2: Insert the column sum 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”

Step 2: Insert the column value 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”

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?”

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”

Automatically generate documents using DocuGen integrations

DocuGen allows you to automatically generate documents based on date, status, or a click of a button using integrations. Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try to add a DocuGen integration on a board that does not have any DocuGen views, you willContinue reading “Automatically generate documents using DocuGen integrations”

Automatically generate a document based on a status change

DocuGen allows you to automatically generate a document based on a status change. For example, you might want to automatically generate a report or invoice for your client when the status is “Approved” or “Done”. Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try toContinue reading “Automatically generate a document based on a status change”