DocExport
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DocExport V2
DocExport V2
  • Getting started
    • Welcome
    • Installation
      • DocExport Version 2
    • Create Templates
      • Item Level Template
      • Board Level Template
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    • Generate documents
      • Board Level Filter
  • Template
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      • Colors
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      • Format date & time
      • Format numbers
    • Images
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    • Mirror Columns
    • Numbering
    • Subitem Table
  • Features
    • Actions
    • Automations
    • Custom Email Templates
    • Triggers
    • eSignatures
    • Charts & Reports
    • Share Recipes and Templates
    • User Permissions
    • Conditional Recipes
    • Dynamic Tables
  • Troubleshooting
    • Column ID (Dev Mode)
    • App Permission
    • Authorize App
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On this page
  • Create document and define actions
  • Set up an automation
  • 1) Board recipe: Time period
  • 2) Item recipe: Status integration
  • 3) Item recipe: Button integration
  • 4) Item recipe: Date integration
  • 5) Item recipe: When item is created
  1. Features

Automations

Use our pre-made automation recipes to create docs on auto-pilot

PreviousActionsNextCustom Email Templates

Last updated 1 month ago

You´re in the Helpcenter for Version 2 of our app! We introduced major upgrades, enhanced features and a new user interface. 🎉

Need info on Version 1? Access the

Not sure which version you have?

DocExport documents can be automatically generated based on a button click, a date/time period or a status change. This way you can, e.g. create a document monthly / weekly/ daily without any manual work.

Create document and define actions

Create a PDF document and define which actions you want to use in your automation.

  1. Open the "DocExport" view and

  2. Click on "Actions/Automations", as soon as you are happy with your result.

  3. Now define all the actions you want to trigger through automation, e.g. send document via email or save it to a file column. For a detailed explanations on all available actions, please take a look . We recommend specifying a name so that you can easily identify it later when creating the automation, e.g. "Create NDA" or "Send invoice".

  4. Once you have defined all the actions, click on the blue "Setup automation" button.

Set up an automation

  1. Click on integrate (next to "Automate").

  2. Search for "DocExport" and select it.

  3. You will find four different automation recipes: 1 Board Recipe and 4 Item Recipes Select the recipe that suits your use case and fill in the parameters. The DocExport recipe you just defined in your Actions will be shown in the dropdown.

  4. Add the integration to your board. All done. If you now change the status/click a specific button or a certain date is reached, a document will automatically be created (and by choice also send via email).

1) Board recipe: Time period

Example: Every Friday create a board document using DocExport recipe "Weekly Status Report".

2) Item recipe: Status integration

Example: Changing the Status to Done, creates a new document based on the DocExport recipe "Project Status Report".

3) Item recipe: Button integration

Example: Clicking on the button Generate PDF, creates a new document based on the DocExport recipe "Portfolio Report". In order to use the button integration you need a column that contains a button. You can also create a new one on the fly while adding the integration.

4) Item recipe: Date integration

Example: 1 day after the timeline end date is reached, create a new document based on the DocExport recipe "ProjectReport".

5) Item recipe: When item is created

Example: As soon as you add an item to your board, a new document based on your DocExport recipe is created.

Find out here.
create a document.
here
Legacy Help Center for Version 1