Generate documents
Generate any document you can think of and get an instant preview of it.
Last updated
Generate any document you can think of and get an instant preview of it.
Last updated
You´re in the Helpcenter for Version 2 of our app! We introduced major upgrades, enhanced features and a new user interface. 🎉
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Open the ‘DocExport' in your board.
Click on the 'Upload template' button and select your .docx file from your computer.
DocExport creates a real-time preview of your document. If you are creating an item level document, you can now choose for which item you want to create the document by selecting it in the dropdown menu next to your document preview.
If you are happy with the result you can download the document as a PDF by clicking in the top right corner of the preview. If you want to make further adjustments before downloading or automating you can download or reupload the document again by clicking 'Customize template' in the top right corner of the document preview.
Export your board view in tabular format, grouped and filtered based on your own criteria, e.g. 'all tasks that are overdue grouped by status'. Including all data, items and colors.
All tasks that are overdue grouped by status
All items that are due next week and their status is not in progress
All tasks that were created last month and their status is changed to stuck
The sum of deals grouped by status
and many more!
Open the 'DocExport' view and click on the dropdown menu next to 'Select template' and select 'Board Print'. By default, the board report will be displayed here first anyway.
Decide how you want to group the items on your board print. You can choose between the monday.com groups as well as all status and people columns on your board.
Specify which columns you want to include in the table by checking them. For optimal results, please choose a maximum of 10 columns.
You can also use a predefined document template and customize it in the next steps.
We created ready-to-use templates for different use cases, that are already built-in, e.g. Event Tickets with QR Codes, Quotes, Invoices, Shipping Notes, Project Reports, etc.
Assign the columns from the template to the appropriate columns of your monday.com board. If you already have columns with the same name as in the template, DocExport automatically matches the columns for you.
DocExport then creates a real-time preview of your document based on the data you chose. a) You can either download the document as it is by clicking the 'Download' button in the top right corner of the document preview b) or download the document as a Word file to make further adjustments, such as changing colors or fonts, by clicking 'Customize template' next to the download button.
If you're generating PDFs for "Single Items" and using the "upload to a file column" feature, the maximum is 200 documents at once.
If you need to generate PDFs for more items, generate your documents in batches of max. 200.
If you're not using the file column feature and want to download in the board view instead, you can generate up to 500 documents in one go.
You can also define , like sending it via email or saving it to a file column and set up an (e.g. daily/weekly/monthly reports) by clicking on 'Actions/Automations'.
Use the native monday.com filter in the DocExport view to filter down your board to your specific needs and apply the filter in order to narrow down the items you want to be included in your board print.
DocExport creates a real-time preview of your report. If you are happy with the result you can download the document as a PDF by clicking in the top right corner of the preview. You can also define , like sending it via email or saving it to a file column and set up an (e.g. daily/weekly/monthly reports) by clicking on 'Actions/Automations'.
If you want to make further adjustments before downloading or automating, such as changing colors or fonts, you can download the document as a Word file by clicking 'Customize template' in the top right corner of the document preview. Learn more about template customization .
Select a template you want to use. You will get a preview when you select the template or you can take a closer look at the version in our .
If you want you can also define , like sending it via email or saving it to a file column or set up an (e.g. daily/weekly/monthly reports).
If you have any issues or find a bug, please .
