> For the complete documentation index, see [llms.txt](https://help.docexport.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.docexport.com/features/actions.md).
# Actions
## Define actions
Once you have designed and created a document, you can download it directly in the preview.\
However, if you want to send it via email, save it in a file column, or share it in another way, click on **Actions/Automations**.
Define what should happen with the report? By default, all reports are automatically saved in the list of reports under "More".
### Send via email to user who generates the document
Send the PDF to the user who generated the document via email.
### **Send via email to email address(es) in column**
Send the document to email address(es) found in a "People" or "Email" column in your board.
### **Send via email to email address(es)**
Send the document to others via email by adding one or more email addresses, separated by semicolon. (e.g. ; )
### **Save to file column (Single Item only)**
If you are creating a document for a single item, you can also file the document to a specific column in your table. To do this, select an existing column (type “Files”) in your table or create a new column (type “Files”) in advance.
### **More settings**
1. **File name:** Enter a file name. If no name is entered, the name of the document/template is used. You can also use placeholders in the file name, e.g. Project report {{Today}}. This way the date will always be added to your file name.
2. **File format:** Define whether you want to download/send/save the document as PDF or .docx file.
## Execute actions
### **Execute actions now**
If you choose this option and, for example, have defined that your document should be sent via email to the user who created it, the report will now be sent **once**.
### **Setup automation**
If you want to use your document along with the defined actions more frequently, you can create an automation. This allows you to generate, for example, a **weekly report** and automatically send it to the specified email addresses. It is helpful to give your template a unique name, as this will also be the name of your automation recipe.
In the next step, you will need to set up an [**automation**.](https://help.pdfreportgenerator.com/automations)
1. Click on Integrate.
1. Search for "DocExport" and select it.
2. Select one of the integration recipes, that suits your case. Learn more about [automations here.](https://help.pdfreportgenerator.com/automations)
3. Fill in the parameters.
4. Add the integration to your board. If you now change the status, click on a specific button or a certain date is reached, a document will automatically be created