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:

  1. First, you need to create a template in Google Docs
  2. Insert placeholders representing the location of your board data in your document
  3. In the DocuGen view in, click on the Settings tab and select the Google Doc template.

That’s it! When you click “Generate document”, DocuGen will use the template to create your documents.

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