Automatically generate a document based on a date trigger

DocuGen allows you to automatically generate a document based on a date trigger. For example, you might want to automatically generate a report or invoice for your client at the end of the month. Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try to addContinue reading “Automatically generate a document based on a date trigger”

Generate documents using a button column

You will sometimes need to pull values from a single, specific row on your board. For example, you might want to generate an offer letter to a candidate who is represented by a single row in you monday.com board. In this case, the row will contain columns for the candidate’s name, position, offered salary, andContinue reading “Generate documents using a button column”

Generate documents based on a template

If you want to generate professional documents that reflect your brand, you will need to use templates. Using templates is super-easy: First, you need to create a template in Google Docs Insert placeholders representing the location of your board data in your document In the DocuGen view in monday.com, click on the Settings tab andContinue reading “Generate documents based on a template”

Insert column totals anywhere in a document

You will sometimes need to insert the total value of a numbers column somewhere in your document. For example, you might want to generate invoices where you need to show the total amounts separately below the table: In this case, the highlighted values are the sums of the columns Item Total, Tax, and Extended Total:Continue reading “Insert column totals anywhere in a document”

Generate a document from a specific row

You will sometimes need to pull values from a single, specific row on your board. For example, you might want to generate an offer letter to a candidate who is represented by a single row in you monday.com board. In this case, the row will contain columns for the candidate’s name, position, offered salary, andContinue reading “Generate a document from a specific row”

Insert a group name anywhere in your document

If you need to insert a group name into your document, make sure to use this placeholder in your Google Doc template: <<group_name>> When you generate a new document, DocuGen will replace this placeholder with the name of the first group in your board. For example, in the sample board above, the group name placeholderContinue reading “Insert a group name anywhere in your document”

Generate documents based on a template

You can generate professional-looking documents using your own templates: Make sure you have your template ready. If you’re not the owner of the Google Doc template, make sure the document’s sharing settings have the following setting selected: “Viewers and commenters can see the option to download, print, and copy”. Make sure you have added theContinue reading “Generate documents based on a template”

Filter and preview the rows that will go into your document

Use split view! When you are on any DocuGen view, click the monday.com settings icon (the gear at the top right corner of the board view), and select Split View. This will allow you to preview the rows that will be included in the generated document. You can also filter the rows that will appearContinue reading “Filter and preview the rows that will go into your document”

Automatically share documents with your team

You can have DocuGen automatically share generated documents with your colleagues who are board subscribers. Go to the DocuGen Settings tab and check the box “Share with board subscribers”. Whenever a new document is generated, DocuGen will send a Google Drive sharing link by email to all board subscribers. This applies if you generate documentsContinue reading “Automatically share documents with your team”