Actions

What should happen with the document after creating it? Besides simply downloading your PDF, you can also send it via email or save it to a file column.

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. [email protected]; [email protected])

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.

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.

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