DocExport
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DocExport V2
DocExport V2
  • Getting started
    • Welcome
    • Installation
      • DocExport Version 2
    • Create Templates
      • Item Level Template
      • Board Level Template
      • Items from other boards
    • Generate documents
      • Board Level Filter
  • Template
    • Placeholder Directory
    • Charts
    • Formulas
    • QR Code
    • Customization
      • Colors
      • Custom Fonts
      • Format date & time
      • Format numbers
    • Images
    • Item Updates
    • 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
    • Advanced Filtering
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On this page
  • How to share recipes?
  • Share existing recipes
  • I can't see my template
  1. Features

Share Recipes and Templates

Share recipes and templates within a workspace. Useful, if you're duplicating boards or using board templates (e.g. single project templates).

PreviousCharts & ReportsNextUser Permissions

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?

You can easily share automation recipes between boards. This feature is included in all our paid plans (from Standard).

How to share recipes?

If you define a new action/automation, you'll find the option to 'share with workspace' under ‘avanced settings':

All shared recipes will be automatically available in all other boards of the same workspace.

Shared recipes are highlighted with a small workspace icon in the list of all 'Templates' under 'More':

Share existing recipes

You can also share an existing recipe:

  1. In the DocExport Board view, select the template you want to share

  2. Click on 'Actions/Automations'

  3. Select 'Share with Workspace' (see first screenshot)

The shared recipe will instantly appear in all other boards of your workspace.

I can't see my template

Only the recipe will be shared if you share a recipe with other boards. The connected template stays in the original board and will be pulled from there.

If you want to update a template, you can simply replace/edit the docx template in your original board.

Find out here.
Legacy Help Center for Version 1