Generate documents based on a template

You can generate professional-looking documents using your own templates:

  1. 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”.
  2. Make sure you have added the DocuGen view to your board
  3. Go to the DocuGen Settings tab and click on the “Select template” button to pick your template from the Google Doc file picker

That’s it! Now any time you generate a document (manually or through automations), the document will be created based on the template you selected.

If you want to remove the template, go to the DocuGen settings icon and click the “x” next to the template name (to remove it).

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