Generate documents in one click

If you haven’t already done so, make sure you add a DocuGen view to your board. You can generate a document at any time by going to the DocuGen view and clicking the “Generate document” button. Your new document will be ready within seconds. When you click on the “Generate document” button, a new documentContinue reading “Generate documents in one click”

Add a DocuGen view to your board

Go to any of board in your account and click on the list of views. Click on “+ Add View” then on “More views” at the bottom of the list. This will open the Views Center where you can search for the DocuGen Documents view. Click on the view to add it. Once youContinue reading “Add a DocuGen view to your board”