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
  • Which version am I currently using?
  • How to upgrade to Version 2
  • Version 2 Enhancements
  1. Getting started
  2. Installation

DocExport Version 2

You're in the Helpcenter for Version 2 of our app! Version 2 is now available with enhanced features and a new user interface. 🎉

PreviousInstallationNextCreate Templates

Last updated 12 days ago

Which version am I currently using?

It's simple! The app's start screen immediately tells you which version you're using. When you open the app, what does it look like?

How to upgrade to Version 2

Since you already have the DocExport app installed, you can easily add Version 2 as a new Board View and start using it.

  1. Add a board view and go to "Explore More Apps"

  2. Open up "Installed Apps"

  3. Add DocExport V2 to your board.

Version 2 Enhancements

With Version 2, we’ve introduced major improvements, including:

  • Full UX/UI Revamp - A streamlined experience designed for speed and ease of use.

  • Instant Preview - See exactly how your documents will look before finalizing and downloading it.

  • Less manual work - The app automatically detects whether you're creating an Item or Board-Level document, maps your columns for you, and lets you download your document in just a few clicks without having to follow the step-by-step assistent.

Cover

Version 1

Name: DocExport

Start: Board or Item level document

Cover

Version 2

Name: DocExport V2

Start: Direct preview of the document