Use a predefined template
The fastest way to a polished document - without building anything yourself. DocExport ships with ready-made templates for the most common use cases. Pick one, match it to your board, and you're done.
Built-in examples include Event Tickets with QR codes, Quotes, Invoices, Shipping Notes, Project Reports and more.
Just need a plain printout of an item or your board? Use Item Print or Board Print instead - those need no column matching at all. This page is for the designed templates (invoices, tickets, reports…).
How to use a predefined template
Select a template. Open the DocExport view and pick a template from the Select template dropdown. You'll get a live preview right away — or browse the full set first in our Template Gallery.
Match the columns. Assign each field in the template to the matching column on your monday.com board. If your board already has columns with the same names as in the template, DocExport matches them automatically — you only adjust the rest.
Preview & download. DocExport builds a real-time preview from your data. (For an item-level template, pick the item in the dropdown next to the preview.) Then:
a) Download it as is with the Download button, or
b) click Customize template to download it as a Word file and adjust the design — colors, fonts, logo. See Branding & design.
Distribute & automate. Click Actions/Automations to send the document by email, save it to a file column, or generate it automatically on a schedule. See Actions and Automations.
Related
Template Gallery — browse and download all ready-made designs
Branding & design — adapt a template to your brand
Prefer to build from scratch? See Item Level from A–Z or Board Level from A–Z.
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