DocuGen can help you quickly generate legal documents such as non-disclosure agreements or purchase agreements using your own template.
In this tutorial we will set up DocuGen to generate an NDA using your own template.
Before you start: Make sure DocuGen is installed on your monday.com account.
Note: You can skip steps 1 and 2 if you use the pre-built DocuGen board templates. Once you add the DocuGen templates, go to the board “NDAs” and jump directly to step 3 below.
1. Set up the board
We will set up a new monday.com board for NDAs as follows:
- The board as a whole represents a list of NDAEach row will represent one NDA
- The columns are as follows:
- The first column is the name of the counterparty
- NDA Date is a date column
- Jurisdiction is a text or dropdown column
- Courts is a text or dropdown column
- Our Signatory is a text or person column
- Counterparty Signatory is a text column
Here is how the board looks like:
2. Add DocuGen view
You need to add a DocuGen view to the board. Follow these simple instructions and call the view “My NDAs”.
3. Connect your Google account
If this is your first time using DocuGen on this monday.com account, you will need to connect your Google account. Otherwise, you can skip this step.
Connecting your Google account is necessary for generating documents using Google Docs APIs within your own Google Account. Follow these simple instructions.
4. Generate a test document
Click on the “Generate document” button:
Within seconds you should see a new document under the Documents tab. Open the document by double-clicking on the result. It should look something like this:
As you can see, the document lacks the proper legal content, has no branding, and doesn’t pull information from any specific board item. Worry not: this is our next step!
5. Give your document content and character
Instead of blank documents, we need to tell DocuGen to use a document template. The easiest way to start is by using the Non Disclosure Agreement template in our Template Gallery. When you open the template in Google Docs, make sure to create a new copy and give it a helpful name, say “My NDA Template”.
Go to the DocuGen Settings on your board and select “My NDA Template” as the template:
Click again on “Generate document” and check the result — much better!
6. Add a button column
We want to be able to generate the NDAs directly from the monday.com board and specifically from the row that contains the data. To do this, we will add a button column to the board and will call it “Generate NDA”:
When you first add a new button column, monday.com shows a “Set up” form to help you set up the button. Ignore this form and follow the steps below instead.
7. Make the button actionable
For the button to work, you need to add a DocuGen integration.
Go to “Integrations” at the top of your board and search for DocuGen integrations, then click on the integration called “When this button is clicked, generate document using settings from view.”
Fill the integration as follows:
In the “view” text box, make sure to type the name of the DocuGen view you created earlier, in this example, it’s “My NDAs”. (We are working on making this a dropdown, so please bear with us.)
8. Click on the button to generate an NDA
Go to the main board, click on the button on any row, then go to your DocuGen view. You will see a new document under the “Documents” tab. Double-click on the document name to open it.
Congratulations on your first automated NDA!
- Templates use placeholders to indicate where to place the information from your board. You can find out more about placeholders here.
- The placeholders that allow you to insert values from specific columns is <<column_firstrow:COLUMN LABEL>>. More about this here.
- monday.com filters are a very powerful tool when used along with DocuGen. Learn more about this here and here.