Item Level vs. Board Level
DocExport always creates one of two document types. Choosing the right one upfront decides which placeholders you use in your .docx template and how you can generate the PDF - so it's worth getting this right before you build a template.
Quick rule: Does your document describe one item or a list of many?
One item (one client, one order, one task) → Item Level
A table of many items (all tasks, all deals) → Board Level
Which one do I need?
What it contains
The data of a single item from your board
The whole board or specific columns (or filtered items) as a table/list
Typical use cases
Contract, proposal, quote, invoice, certificate, letter, NDA
Project report, timesheet, product/service list, lead pipeline, weekly status
Placeholder style
{{Item.ColumnTitle}}
Word merge tables with {{TableStart:Items}} … {{TableEnd:Items}}, together with {{ColumnTitle}}
Typical automation
On a button click - generate the document for that one item by clicking a button in your board view
On a schedule - e.g. email the report every Monday
For the exact placeholders of each type, see the Item Level and Board Level pages, or browse the full Placeholder Directory.
A few examples
Item Level: "Send this one client their contract." / "Create the invoice for this order." / "Generate a certificate for this attendee."
Board Level: "Export all overdue tasks grouped by status." / "A weekly report of every deal in the pipeline." / "A product list of all warehouse items."
Mixing both is possible. You can pull a table from another board into an item document, and you can filter a board document down to specific items. But the base type is always decided by the question above.
Working with subitems? There's a third type for documents built from a single subitem, for example product labels or shipping labels. See Subitem Level template.
Next step
Pick your path and follow it end to end:
Last updated