# Welcome

At DocExport, we aim for the easiest way to generate, save, and download PDF or docx Documents from your monday.com boards.

### Quick App Tour: Get to know DocExport in 90 seconds:

{% embed url="<https://www.youtube.com/watch?v=WpxcSUd2u30>" %}

### **Full Video Tutorial with 4 example use cases:**

* **Board print** and automate daily PDF delivery
* Sign contracts with eSignatures
* Convert **form submissions into branded PDFs**
* Generate **quotes and invoices** directly from your board's data

{% embed url="<https://www.youtube.com/watch?v=vJpoPe9Y4pk>" %}

**New here?** \
Start with [**How DocExport works**](/getting-started/create-templates) to see the simple flow behind every document.

**Need help getting started?**

**Support Contact:** If you have any questions, feel free to reach out to our support team at [support@docexport.com](https://www.docexport.com/contact/)


# Installation

Getting started in just a few minutes with pre-made workspace templates

## Install the app from the marketplace

The first step is to install the [DocExport app](https://monday.com/marketplace/10000360) on your monday.com Account.&#x20;

1. [Click on this link](https://monday.com/marketplace/10000360) (monday.com marketplace)
2. In the marketplace, click on the blue button **Sign in to install** and on the next page **Add to your account**

<figure><img src="/files/rRF84m3f9FZ68RxTRwQn" alt=""><figcaption></figcaption></figure>

## Add the app to an existing board

1. Add a view to the board ("+" Icon)
2. Hover over "Apps"

<figure><img src="/files/WFIBaPYrHdizdJdYwcsA" alt="" width="188"><figcaption></figcaption></figure>

3. Search for "DocExport" and add it to your board

<figure><img src="/files/SNn2zAjAGUtl5X3vnxKJ" alt="" width="154"><figcaption></figcaption></figure>

Now you're ready to go!


# How DocExport works

Generate any document you can think of and get an instant preview of it.

DocExport turns the data on your monday.com board into finished documents - PDF or Word. Whatever you build, it always follows the **same simple flow**. Once that clicks, everything else in this help center falls into place.

{% hint style="info" %}
The whole app comes down to a few beats: **Template → Generate → Download,** then optionally **Distribute** and/or **Automate.**
{% endhint %}

<figure><img src="/files/tXCyzZGB7DiR7neu2xMU" alt=""><figcaption></figcaption></figure>

### The core flow

1. **Get a template**&#x20;
   1. **Build a template:** a Microsoft Word (`.docx`) file where you mark where your data should appear by using [**placeholders**](/template/placeholder-directory)**.**
   2. **Use a predefined template** such as the Board or Item Print - DocExport provides several ready made templates (already available in the app) that will give you your first result within seconds.&#x20;
   3. **Choose a template from our free** [**Template Gallery**](https://www.docexport.com/template-gallery/) as a starting point for your customizations. We created a choice of ready-to-use Microsoft Word (.docx) templates that you can download and adapt to your needs.
2. **Generate** – DocExport fills the template with real data from your board or item and shows a **live preview**.
3. **Download** – save the result as a **PDF** (or Word file).
4. **Distribute & automate** *(optional)* – send it by email, save it to a file column or have it generated automatically on a trigger (e.g. button click or status column change).

That flow is identical for every document, only the details inside each step change depending on the type of document you choose.

### Which document type do you need: Item or Board?

Before you build a template, decide what your document is about:

* **One item** (one client, one order, one task) → **Item Level**
* **Many items as a table** (a report, a list) → **Board Level**
* **Single SubItem** (e.g. a product line or a shipping box) → **Subitem Level**

This choice determines which placeholders you use and how you can generate your documents. Walk through the two main types here: [Item Level vs. Board Level](/getting-started/item-vs-board-level).

### Placeholders: the glue

Placeholders are how your document knows which data to pull in. They sit in your Word file inside double curly braces and get replaced with real values when you generate your document:

`{{Item.Status}}` · `{{Due Date}}` · `{{User.name}}` · `{{Board.name}}`

Browse them all in the [Placeholder Directory](/template/placeholder-directory).

<figure><img src="/files/LTD9iKWC67L1cI56QYgX" alt=""><figcaption><p>Item Level Example - Event Ticket</p></figcaption></figure>

### Where to start

* **New to DocExport?** → Check out [Item Level vs. Board Level](/getting-started/item-vs-board-level), then follow [Item Level from A–Z](/getting-started/item-level-template) or [Board Level from A–Z](/getting-started/board-level-template).
* **Working with subitems?** → See [Subitem Level from A–Z.](/getting-started/item-level-template/subitem-level)
* **Want a quick win?** → start from a ready-made design in the [Template Gallery](https://www.docexport.com/template-gallery/) and /or use the Item or Board Print in DocExport and adapt it.


# 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.

{% hint style="info" %}
**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**
  {% endhint %}

<figure><img src="/files/EEjaqZ6doJBnzUP1XSwY" alt=""><figcaption></figcaption></figure>

### Which one do I need?

|                        | Item Level                                                                                              | Board Level                                                                                               |
| ---------------------- | ------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------- |
| **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](/getting-started/item-level-template) and [Board Level](/getting-started/board-level-template) pages, or browse the full [Placeholder Directory](/template/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."

{% hint style="success" %}
**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.
{% endhint %}

{% hint style="info" %}
**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](/getting-started/item-level-template/subitem-level).&#x20;
{% endhint %}

### Next step

Pick your path and follow it end to end:

* ➡️ [Item Level from A–Z](/getting-started/item-level-template)
* ➡️ [Board Level from A–Z](/getting-started/board-level-template)


# Item Level from A-Z

Create a document that includes the information of a specific item of your board.

This guide walks you through the full journey of an item-level document - from creating your template or using a predefined one to downloading, sending and automating your PDF.

{% hint style="info" %}
An **Item Level** document contains the information of **a single item** from your monday.com board. Possible use cases: contract, proposal, agreement, certificate, invoice, letter, …

Unsure if you need a item or board level document? See here: [Item vs. Board Level](/getting-started/item-vs-board-level)
{% endhint %}

{% embed url="<https://youtu.be/WtyXZwn9d-Q?si=N6Mgx4C5QnDJGvVE>" %}

## 1. Create or choose your template

You have two ways to start:

### Option A: Use a ready-made template (fastest)

Open the **DocExport** view and pick a template from the dropdown:

* **Item Print** — instantly prints the current item's columns, no setup. Pick the item print from the dropdown and jump straight to [step 3.](#id-3.-generate-and-download-your-pdf)
* **A designed template** (invoice, certificate, event ticket…) from the built-in set or the [Template Gallery](https://www.docexport.com/template-gallery/) - pick one and match it to your board in a few clicks. See [Use a predefined template](/getting-started/predefined-template).

<figure><img src="/files/CiOV8QfVT4LiLJKjqUUG" alt=""><figcaption></figcaption></figure>

### Option B: Build your own template (.docx)

A template is just a regular **Microsoft Word (.docx)** file with placeholders where your monday.com data should appear. You can start from scratch or [simply reuse an existing business document](https://youtu.be/mjM33dXW1os?si=rOu5E3zTVV0Gm3vG), such as a **letter or contract**.

1. Open Microsoft Word (or Google Docs) and create or open your document.
2. Write the document as usual. Everywhere you want to pull in data from a monday.com item, **insert a placeholder**.
3. Save the file as **.docx**.

#### Insert placeholders

To pull the value from **one specific item** in your board, use the prefix `Item.` followed by the column title, wrapped in double curly braces:

`{{Item.ColumnTitle}}`

The column title inside the placeholder must match the column name on your board **exactly**.&#x20;

**Examples:**

`{{Item.Status}}` – data from an item’s status column

`{{Item.Due Date}}` – an item’s due date

Here is what a simple **letter / contract** template could look like:

```
Dear {{Item.Contact Person}},

thank you for your interest. Please find the details for {{Item.Name}} below:

Project:   {{Item.Name}}
Status:    {{Item.Status}}
Due date:  {{Item.Due Date}}
Amount:    {{Item.Amount}}

Kind regards,
{{User.name}}
```

<figure><img src="/files/k8MQDXhB20grrwBduPPh" alt=""><figcaption></figcaption></figure>

You can also add **general placeholders** for board- or user-level data:

`{{User.name}}` – Name of the monday user\
`{{Board.name}}` – Name of the monday board

Browse our [Placeholder Directory](/template/placeholder-directory) for a full list of available placeholders and formatting options.

{% hint style="success" %}

## **Want to learn how to add your own logo, footer or fonts? See** [**Branding & Design**](/template/branding-and-design)

{% endhint %}

## 2. Upload your template to DocExport

1. Open the DocExport view in your board.
2. Click **Upload template** and select your `.docx` file.

<figure><img src="/files/zvyKxOHMcUfw3TwTVMcW" alt=""><figcaption></figcaption></figure>

## 3. Generate & download your PDF

1. DocExport creates a real-time preview of your document.
2. Choose **which item** the document should be created for in the dropdown next to the preview.
3. When you are happy with the result, click **Download** in the top right corner to save your PDF.

<figure><img src="/files/ktpjt3Rkslh92wnjUV0w" alt=""><figcaption></figcaption></figure>

If you want to make [further adjustments (colors, fonts, layout)](/template/customization), click **Customize template** to download or re-upload the Word file.

{% hint style="info" icon="person-running-fast" %}
**Quick path after setting everything up:** If you only occasionally need a one-click PDF for a single item, you can generate it directly from the item card - without opening the DocExport view at all after the set up. See [PDF Download in Item Card](/getting-started/item-level-template/pdf-download-in-item-card).
{% endhint %}

## 4. Set up Actions: what happens with the PDF

By default, every document is saved in your list of reports. With **Actions** you can decide what else should happen with the generated PDF. Click **Actions/Automations** in the top right corner of the preview to define them.

* **Save to a file column** – store the PDF directly in a file column on the item.
* **Send via email** – send the PDF to the user who generated it, to addresses from a People/Email column, or to fixed addresses.

Learn more in [Actions](/features/actions).

<figure><img src="/files/N14HYb0pmiEQGq29sm6s" alt=""><figcaption></figcaption></figure>

## 5. Automate the generation

So far you generate the PDF manually. To create it automatically, there are **two levels** — it helps to keep them apart:

### Option A: DocExport automation (what + when, inside DocExport)

Save your template and its actions as a **recipe**, then schedule it (e.g. every Wednesday). Give the recipe a clear name so you can find it later. See [Automations](/features/automations).

### Option B: monday automation (DocExport Action Block)

Here the trigger lives in monday's automation center, using the DocExport action block. Typical examples:

* When a button is clicked → generate document
* When a status changes → generate document
* When a date is reached → generate document

{% hint style="warning" %}
**Good to know — bulk limits:** When generating documents for many items at once, there's a maximum per run:

* **Saving to a file column** (via Actions): up to **200 documents** at once. To generate more, split them into batches of 200.
* **Downloading from the board view** (without the file column): up to **500 documents** in one go.
  {% endhint %}

## Next steps

* Working with **subitems** (e.g. product labels or spec sheets)? See [Subitem Level template](/getting-started/item-level-template/subitem-level).
* Need a table-based report across your whole board instead? See [Board Level from A–Z](/getting-started/board-level-template).


# PDF Download in Item Card

Generate a PDF directly from an item card on your board without ever opening the DocExport view. This is the fastest way to create a single item document on the fly: no automation, just a one-click download.

Perfect for when you only occasionally need a quick document for a single item at the push of a button.

{% hint style="info" %}
The DocExport view inside the item card only shows **Item Level / Item Print templates** and always creates a preview for the item you are currently in.&#x20;
{% endhint %}

### Add the DocExport View to your Item Card

You only need to do this once. Afterwards, DocExport is available on the item cards of your board.

1. Open any item to bring up its item card.
2. Click on '**Add View'** via the **'+' icon** to add a new view to the item card.
3. Select '**Explore more views'**, search for **DocExport** and select it.

<figure><img src="/files/FbH3tBG1qJWOhbOwiIXt" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Tip:** We recommend setting the DocExport view as your **Default View**, so it is always shown first whenever you open an item - no extra clicks needed.
{% endhint %}

<figure><img src="/files/DWId5T84i39VuYCazXQb" alt=""><figcaption></figcaption></figure>

### Generate and download a PDF for any item

1. Open any item on your board. The DocExport view now appears directly inside the item card.
2. Select a template from the dropdown. Only **Item Level templates** are listed here.&#x20;
3. DocExport instantly creates a real-time preview for the item you are currently in.
4. Once you are happy with the preview, click the **Download** button to save your PDF.

<figure><img src="/files/LGCs0jwNALf5z6OQswZn" alt=""><figcaption></figcaption></figure>

DocExport always remembers the **last template you selected**, so the next time you open an item the right template is already chosen.

That's it: a ready-to-use PDF in just a couple of clicks.

### Good to know

* Only **Item Level / Item Print templates** are available in the item card. Board Print and board-level templates are not shown here, as the view always refers to a single item.
* The preview always reflects the item you currently have open.
* Your last selected template is remembered for next time.
* **This is a manual, on-the-fly download.** If you want to send documents via email, save them to a file column, or generate them automatically (e.g. daily/weekly/monthly), take a look at [Actions](/features/actions) and [Automations](/features/automations).
* The item card view lets you generate and download PDFs from your existing or predefined templates, it does not replace creating a template. If you haven't done this yet, [set one up first and upload it.](/getting-started/item-level-template)


# Subitem Level from A-Z

Create a document that includes the information of a specific subitem of your board.

A **Subitem Level** document is built from a **single subitem** on your board, optionally combined with data from its **parent item**.

Possible use cases: product labels, product specification sheets, task sheets, shipping labels.

{% hint style="info" %}
A subitem document works just like an [item document](/getting-started/item-level-template) - you create a template, upload it, generate and download. The only things that differ are the **placeholders** you use and the **automation trigger**. This page focuses on those differences.
{% endhint %}

{% hint style="warning" %}
Looking to list **many subitems as a table** inside one document (e.g. an invoice or project report)? That's a different feature - see [Subitem Table.](/template/subitem-table) This page is for generating **one separate document per subitem**.
{% endhint %}

### 1. Create your template

Create a Microsoft Word (`.docx`) template from scratch or reuse an existing document, and insert placeholders where your subitem data should appear.

#### Subitem placeholders

To pull the **value from a specific subitem** in your board, use the prefix `Subitem.` followed by the column title within two curly braces:

`{{Subitem.ColumnTitle}}`

Examples:

`{{Subitem.Status}}` – the subitem's status column\
`{{Subitem.Due Date}}` – the subitem's due date\
`{{Subitem.Product SKU}}` – the subitem's product number

#### Parent item placeholders

You can also include data from the **parent item** with the prefix `Item.` and the column title within two curly braces:

`{{Item.ColumnTitle}}`

Examples:

`{{Item.Name}}` – the parent item's name\
`{{Item.Order Nr}}` – the parent item's order number

#### General placeholders

`{{User.name}}` – name of the monday user\
`{{Board.name}}` – name of the monday board

Please browse our [Placeholder Directory](https://help.docexport.com/template/placeholder-directory) to find a list of the most common placeholders along with detailed information.

### Example use case: Box Shipping label

In this example, you have a board containing orders and want to generate PDF labels for each subitem, which you can then print and attach to shipping boxes.

Each item contains client and order information, along with subitems representing the relevant product details. For each product subitem, you want to generate a label that combines information from both the subitem and its parent item.

combines information from both the subitem and its parent item.

#### Board structure

<figure><img src="/files/81Pc24ZFs5TM3a7YNSGY" alt=""><figcaption></figcaption></figure>

#### Example template

{% file src="/files/dpU2LAbPBrzlGg9fk8OV" %}

<figure><img src="/files/KxP876sUmpGKEEHwukDy" alt=""><figcaption></figcaption></figure>

#### Result PDF Label

<figure><img src="/files/AEXpMpnNDuraBPexdF2N" alt=""><figcaption></figcaption></figure>

### 2. Upload, generate & download

This works exactly as for an item document: open the **DocExport** view, click **Upload template**, then preview and **Download** your PDF. For the full walkthrough, including **Actions** (save to a file column, send by email), see [Item Level from A–Z](/getting-started/item-level-template).

### 3. Automate with monday

Subitem templates can be triggered straight from monday's automation center. After defining the "Actions/Automation" (e.g. save to file column and/or send via email) for your subitem template, create a new monday automation:

1. In your monday board, click **Automate** → **Create from scratch**.
2. Select your trigger: for example, **"When subitem status changes"**.
3. Add the DocExport action: search for **DocExport** and select **"Generate DocExport subitem document"**.
4. Choose your template and save.

<figure><img src="/files/W0vhnvIREuIDvgiLhvld" alt=""><figcaption></figcaption></figure>

### Related

* ⬅️ Back to [Item Level from A–Z](/getting-started/item-level-template)
* Need a **table of all subitems inside one item document** (e.g. an invoice or quote)? That's a different use case - see [Subitem Table](/template/subitem-table).
* [Actions](/features/actions) · [Automations](/features/automations)


# Board Level from A-Z

Create a document that includes the information of a whole board in a table view.

This guide walks you through the full journey of a **board-level document** — a report or table covering many items at once, such as a project report, timesheet or product list.

A **Board Level** document outputs the **whole board** (or filtered items) as a **table**.

{% hint style="info" %}
Unsure if you need an item- or board-level document? See [Item Level vs. Board Level](/getting-started/item-vs-board-level).
{% endhint %}

Prefer to watch first? Here's the full walkthrough. Using one example - a report combining **items and subitems** - it explains the board-level logic and walks through **all available options**:

{% embed url="<https://youtu.be/TdBTKctKgMg?si=HlqUhgqrStvKsuzt>" %}

### Pick your route

There are three ways to produce a board-level document — pick the one that fits:

* **Board Print (no template) -** Just select **Board Print** right inside DocExport, pick your grouping and columns, and you instantly get a clean, board-style snapshot of your data → Full guide: [Board Print](/getting-started/board-level-template/board-print).
* **Predefined templates** (e.g. a ready-made Project Report) → [Use a predefined template](/getting-started/predefined-template).
* **Your own template** — full design control with merge tables. Follow the steps below. ↓

### 1. Create your template (.docx)

Create your own template from scratch, or [customize an existing business document](https://youtu.be/mjM33dXW1os?si=JpuU3AVMlYOyFKin) — in **Microsoft Word (.docx)** format.

#### Add general placeholders

For board- or user-level data, add a placeholder within double curly braces:

`{{User.name}}` – name of the monday user\
`{{Board.name}}` – name of the monday board

Browse them all in the [Placeholder Directory](/template/placeholder-directory).

#### Create the items table

To display the data from your board, insert a table with **two rows** — one for the headings and one for the items. The items row replicates automatically for every item in your document.

* Add `{{TableStart:Items}}` to the **first cell** of the items row.
* Add `{{TableEnd:Items}}` to the **last cell** of that row.
* Between them, add a placeholder for each column you want to show: `{{ColumnTitle}}` (the exact column name in double curly braces). For the item's name, use `{{Name}}`.

{% hint style="info" %}
Composition of your items row: **`{{TableStart:Items}}`** `{{Name}}` `{{Column Title}}` … **`{{TableEnd:Items}}`**
{% endhint %}

<figure><img src="/files/NX2YH1XlF4GhhzLh7SW4" alt=""><figcaption></figcaption></figure>

#### Group your items (optional)

By default, all items are listed one after another, **not** grouped like on your board.&#x20;

<figure><img src="/files/rNLXqpwXSpjEy5KqEyqo" alt=""><figcaption><p>Board Level Template - ungrouped</p></figcaption></figure>

To keep your monday.com groups, wrap the **whole table** between the placeholders:

`{{TableStart:Groups}}` and `{{TableEnd:Groups}}`

You can also [group by **any status or people column**](https://youtu.be/TdBTKctKgMg?si=RBQU1NjLs6qB_cME\&t=504) instead of your board groups by changing the placeholder to "`GroupBy`" and add the name of the specific column. if you want to group by 'Status', it would be:

`{{TableStart:GroupByStatus}}` and `{{TableEnd:GroupByStatus}}`

<figure><img src="/files/uQEupKlALNvwe74pCwaI" alt=""><figcaption><p>Board Level Template - grouped</p></figcaption></figure>

#### Add subitems to your table (optional)

You can nest a **subitem table inside the items loop** to list each item's subitems beneath it — perfect for project reports or invoices with line items. Place a `{{TableStart:SubItems}}` … `{{TableEnd:SubItems}}` loop **inside** the `{{TableStart:Items}}` … `{{TableEnd:Items}}` loop. See [Subitem Table](/template/subitem-table) for the full how-to.

#### Go further with your table

The same table logic supports a lot more. Reach for these when you need them:

* **Sort items** the way you want → [Sort by](/template/sort-by)
* **Filter items**, including advanced filtering → [Board Level Filter](/template/board-level-filter)
* **Pull items from another board** via its Board-ID → [Items from other Boards](/template/items-from-other-boards)
* **Dynamic tables** that adapt their columns → [Dynamic Tables](/features/dynamic-tables)
* **Charts & graphs** from your board data → [Charts](/template/charts)

### 2. Upload your .docx template to DocExport

1. Open the **DocExport** view in your board.
2. Click **Upload template** and select your `.docx` file.

![](/files/hbSWnyLE87UuWhs0cJ0T)![](/files/TriFB0U2WkuQzPrjMbn4)

### 3. Generate & download your PDF

1. DocExport creates a real-time preview containing all your items.
2. Need only specific items? Apply a [board filter](/template/board-level-filter) to narrow the report down.
3. When you're happy with the result, click **Download** in the top right corner to save your PDF.

<figure><img src="/files/VqivjjObRQ7qZIHtTyKn" alt=""><figcaption></figcaption></figure>

If you want to adjust the design (colors, fonts, logo), click **Customize template** to download or re-upload the Word file. See [Branding & design](/template/branding-and-design).

![](/files/XZysrT1zv0Yyr0L7cKZP)

### 4. Set up Actions: what happens with the PDF

Click **Actions/Automations** in the top right corner of the preview to decide what should happen with the report:

* **Save to a file column** – store the PDF on your board.
* **Send via email** – to yourself, to addresses from a People/Email column, or to fixed addresses.

Learn more in [Actions](/features/actions).

<figure><img src="/files/N14HYb0pmiEQGq29sm6s" alt=""><figcaption></figcaption></figure>

### 5. Automate the generation

Board reports are often most useful on a schedule. Save your template and actions as a **recipe** and have it run automatically — e.g. a report emailed **every Monday** or on the 1st of each month. See [Automations](/features/automations).

You can also trigger generation from monday's automation center using the DocExport action block (e.g. when a status changes).

### Related

* [Board Print](/getting-started/board-level-template/board-print) — generate a report with no template at all
* [Board Level Filter](/template/board-level-filter) — advanced filtering and sorting
* [Subitem Table](/template/subitem-table) — include a table of subitems (e.g. nested project reports)


# Board Print

The **Board Print** is the fastest way to create a board-level document - **no template needed**. DocExport turns your board view into a tabular report automatically: grouped and filtered to your criteria, including all your data, items and status colors.

A typical example: *"all tasks that are overdue, grouped by status."*

### Get started using the Board Print

{% embed url="<https://youtu.be/qwKo2s0WcQU?si=5P4ncngJjgn4SgwD>" %}

You decide exactly which items end up in the board print by combining grouping and filtering. A few examples:

* All tasks that are **overdue**, grouped by status
* All items **due next week** whose status is not "In Progress"
* All tasks **created last month** whose status changed to "Stuck"
* The **sum of deals**, grouped by status
* …and many more.

<figure><img src="/files/6nob0CVp7ARtQKSBz4L3" alt=""><figcaption></figcaption></figure>

### How to use the Board Print

1. Open the **DocExport** view and select **Board Print** from the *Select template* dropdown. *(It's usually shown first by default.)*
2. **Group your items.** Choose how the report should be grouped - by your monday.com groups, or by any **status** or **people** column on your board.
3. **Choose your columns.** Tick the columns you want to include in the table. *For the best-looking result, pick up to 10 columns.*
4. **(Optinal) Filter your board.** Use monday.com's native filter inside the DocExport view to narrow the report down to exactly the items you need, then apply it. See [Board Level Filter](/template/board-level-filter) for more options.
5. **Preview & download.** DocExport builds a real-time preview of your report. When you're happy with it, click **Download** in the top right corner to save it as a PDF.

<figure><img src="/files/gSWWmXRwL8cbQAXefBkX" alt=""><figcaption></figcaption></figure>

### Distribute & automate

Right from the preview, click **Actions/Automations** to do more than just download:

* **Actions** - send the report by email or save it to a file column. See [Actions](/features/actions).
* **Automations** - generate the report on a schedule, e.g. a **daily, weekly or monthly** report. See [Automations](/features/automations).

### Customize the design

Board Print already picks up your board's colors and looks. If you want to go further - change fonts, spacing, add a logo or footer - click **Customize template** in the top right corner of the preview to download the report as a Word file and adapt it. See [Branding & design](/template/branding-and-design) for all options.

### Related

* [Board Level from A–Z](/getting-started/board-level-template)
* [Board Level Filter](/template/board-level-filter) — advanced filtering and sorting
* [Charts](/template/charts) — add charts and graphs to your report


# 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.

{% hint style="info" %}
Just need a plain printout of an item or your board? Use **Item Print** or [**Board Print**](/getting-started/board-level-template/board-print) instead - those need no column matching at all. This page is for the **designed** templates (invoices, tickets, reports…).
{% endhint %}

### How to use a predefined template

1. **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](https://www.docexport.com/template-gallery/).
2. **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.
3. **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](/template/branding-and-design).
4. **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](/features/actions) and [Automations](/features/automations).

<figure><img src="/files/2rRwFa16bQF7nlJBCbbQ" alt=""><figcaption></figcaption></figure>

### Related

* [Template Gallery](https://www.docexport.com/template-gallery/) — browse and download all ready-made designs
* [Branding & design](/template/branding-and-design) — adapt a template to your brand
* Prefer to build from scratch? See [Item Level from A–Z](/getting-started/item-level-template) or [Board Level from A–Z](/getting-started/board-level-template).


# Create Templates

Create any type of document you need, with fully customizable templates and your own branding. The only limit is your imagination.

## Create your own template

Feel free to create your own template from scratch or customize one of your existing business documents, such as quotes, invoices, reports and the like. Either way, all templates must be in **Microsoft Word format (.docx)**.

### How does it work?

#### 1. Create a .docx file.

#### 2. Board Level or Item Level?&#x20;

Decide on what kind of information you want to output in your document (this determines the kind of placeholders you will need to use in the next step):

|                                                                                                                Board Level                                                                                                                |                                                                                                            Item Level                                                                                                            |
| :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <p>The <strong>entire board</strong> or specific columns will be output as a <strong>table</strong>, including all items.<br><br>Possible use cases: project report, charts, timesheet, tasks, product/service list, lead pipeline, …</p> | <p>The information of <strong>a single or several items</strong> from your monday board can be included in the document.</p><p></p><p>Possible use cases: contract, proposal, agreement, certificate, invoice, letter, …<br></p> |

#### 3. Insert placeholders&#x20;

Insert placeholders where you want to include data from your monday boards in your document.\
\
You can retrieve **general information** by adding placeholders within two curly braces.

Examples:

`{{User.name}}` – Name of monday user\
`{{Board.name}}` – Name of monday board

| Board Level\*                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   | Item Level                                                                                                                                                                                                                                                                                                                                                                                                  |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>To include the <strong>information from specific columns</strong> of your monday board in a table, a placeholder consists of the column title within two curly braces:</p><p><code>{{ColumnTitle}}</code><br><br>Examples:</p><p><code>{{Status}}</code> –  outputs the status column for all items in a board<br><code>{{Due Date}}</code> –  lists the due dates of all items in a board</p><p> </p><p>\*Please note: If you want to generate a document for a board including all items, you have to use <strong>Microsoft Merge tables</strong>. To the instructions: <a href="/pages/J1RwiOTTItBlv8hn3Weg">Board Level Template</a></p> | <p>To retrieve the <strong>value from a specific item (row)</strong> in your board, the placeholder consists of the prefix “Item.” and the column title within two curly braces:</p><p><code>{{Item.ColumnTitle}}</code></p><p><br>Examples:</p><p><code>{{Item.Status}}</code> –  data from an item’s status column<br><code>{{Item.Due Date}}</code> – an item’s due date<br><br><br><br><br><br><br></p> |

### Placeholder Directory

Please browse our [Placeholder Directory](/template/placeholder-directory) to find a list of the most common placeholders along with detailed information.

If you need further assistance, please [contact us](https://www.docexport.com/contact/).

## Choose from our free template gallery

As an alternative to creating your own document, you can choose a template from our free [Template Gallery](https://www.docexport.com/template-gallery/) as a starting point for your customizations. We created a choice of ready-to-use Microsoft Word (.docx) templates that you can download and adapt to your needs.

### Use your own branding

In addition to the data you want to display, you can also customize the design of the template. To make these adjustments, you can simply use all the functions that Microsoft Word offers.

Here are some examples:

* Insert your own logo\
  (Please note that the DocExport logo is positioned in the header of the document, so you need to double click to edit.)
* Add your company details to the footer
* Change font, font size, spacing, etc.
* Insert images
* Add/change text


# Placeholder Directory

Here's a list of the most common placeholders for DocExport PDF Generator.  There are more placeholders for special use cases. If you miss a feature, please contact us and we're happy to help.

## Placeholder for docx template

Use placeholders from this list to create a Microsoft Word (docx) template from scratch, or use one of our [free templates](https://www.docexport.com/template-gallery/) as a starting point.

You can also use your existing business documents and replace your static text with placeholders:

<figure><img src="/files/gGyYdZGwHRkytc3vDV2k" alt=""><figcaption></figcaption></figure>

### General placeholders

These are general placeholders you can use in your docx templates.

* **`{{Item.ColumnTitle}}`** -> General placeholder format for item-level documents. Replace 'ColumnTitle' with the actual title of your board column\
  Example: Column 'Due Date' would be {{Item.Due Date}}
* **`{{Item.Name}}`** -> Item name or first column of your board
* **`{{Today}}`** -> Date of document creation (e.g. 24/12/2024)
* **`{{Now}}`** -> Time of document creation (e.g. 22:30)\
  **`{{Now | hh:mm tt}}`** -> Different format (e.g. 10:30 pm)
* **`{{Board.Name}}`** -> Name of your monday board
* **`{{Board.Description}}`** -> Description of your monday board
* **`{{Item.GroupName}}`** -> Name of the group of the item (e.g. New Tasks)
* **`{{User.Name}}`** -> Name of monday user
* **`{{User.Email}}`** -> Email address of monday user
* **`{{User.Titles}}`** -> Job title of monday user (from profile)

### Timeline column placeholders

Replace 'Timeline' with the actual title of your timeline column. If your column title is 'Actual Planned', the placeholder would be {{Item.Actual Planned}}

* **`{{Item.Timeline}}`** -> Start and End Date (e.g. 24/12/2024 - 31/12/2024)
* **`{{Item.Timeline#Start}}`** -> Only the start date from a timeline column (e.g. 24/12/2024)
* **`{{Item.Timeline#End}}`** -> Only the end date from a timeline column (e.g. 31/12/2024)

### Date column placeholders

Replace 'Date' with the actual title of your date column. If your column title is 'Due Date', the placeholder would be {{Item.Due Date}}

* **`{{Item.Date}}`** -> Date + time from your date column with standard formatting (e.g. 24/12/2024 09:30) If no time is selected, only the date will be shown
* **`{{Item.Date#Time}}`** -> Only the time if time is selected in the date column
* **`{{Item.Date#Date}}`** -> Only the date of the date column (e.g. 24/12/2014)

### Date formatting

You can easily change the format of your dates.&#x20;

* **`{{Item.Date | dd.MM.yyyy}}`** -> 24.12.2024
* **`{{Item.Date | yyyy-MM-dd}}`** -> 2024-12-24
* **`{{Item.Date | D}}`** -> Tuesday, December 24, 2024
* [Learn more](https://help.docexport.com/template/customization/format-date-and-time) about date formatting

### File column (images)

Replace 'Files' with the actual title of your file column. If your column title is 'Picture', the placeholder would be {{Image(100;0):Item.Picture}}

* **`{{Image(100;0):Item.Files}}`** -> Image with a width of 100 pixels
* **`{{Image(50;0):Item.Files}}`** -> Image with a width of 50 pixels
* **`{{Images(50;0):Item.Files}}`** -> Multiple images next to each other
* [Learn more](https://help.docexport.com/template/images) about image placeholders
* **`{{Files#Text}}`** -> File name as text (e.g. logo-v2.png or Invoice123.pdf)\
  Replace 'Files' with the actual title of your file column, e.g. {{Documents#Text}}
* **`{{Files#Text|CommaToLineBreak}}`** -> File name as text (e.g. logo-v2.png or Invoice123.pdf)\
  Each file name will start on a new line.

### QR code placeholder

This placeholder creates a QR code with the link to the specific item. You can define the size by changing the first number in brackets.

* **`{{Image(100;0):QR.ItemUrl}}`** -> QR code with a width of 100 pixels and link to the item Url
* **`{{Image(50;0):QR.ItemUrl}}`** -> QR code with a width of 50 pixels and link to the item Url

This placeholder creates a QR code with any link.\
Replace 'Link' with the actual title of your link column. If your column title is 'Client Website', the placeholder would be {{Image(100;0):QR.Client Website}}

* **`{{Image(100;0):QR.Link}}`** -> QR code with a width of 100 pixels and link to the Url in your link column.

### Status column placeholders

Replace 'Status' with the actual title of your status column. If your column title is 'Project Phase', the placeholder would be {{Item.Project Phase}}

* **`{{Item.Status}}`** -> Label of your status column (e.g. Done or Stuck)
* **`{{Item.Status | WithColor}}`** -> Label with background highlight
* **`{{Item.Status | WithTextColor}}`** -> Label with text color from status label (e.g. <mark style="color:green;">**Done**</mark> or <mark style="color:red;">**Stuck**</mark>)

### Location column placeholders

Replace 'Location' with the actual title of your location column. If your column title is 'Address', the placeholder would be {{Item.Address}}

* **`{{Item.Location}}`** -> Full name and address
* **`{{Item.Location#Address}}`** -> Only address
* **`{{Item.Location#Country}}`** -> The country from location column (e.g. United Kingdom)
* **`{{Item.Location#CountryShort}}`** -> The country code from location column (e.g. GB)
* **`{{Item.Location#City}}`** -> The city from location column (e.g. London)

### People column placeholders

Replace 'People' with the actual title of your people column. If your column title is 'Task Owner', the placeholder would be {{Item.Task Owner}}

* **`{{Item.People}}`** -> Full name of monday user in the people column
* **`{{Item.People#Emails}}`** -> Email addresses of assigned people
* **`{{Item.People#PhoneNumbers}}`** -> Phone numbers of assigned people
* **`{{Item.People#Count}}`** -> Number of assigned people in people column
* **`{{Item.People#Titles}}`** -> Job title of user (from profile)

### Creation log column placeholders

Replace 'Creation log' with the actual title of your creation log column. If your column title is 'Created', the placeholder would be {{Item.Created}}

* **`{{Item.Creation Log}}`**
* **`{{Item.Creation Log#Name}}`**&#x20;
* **`{{Item.Creation Log#Date}}`**
  * Also works with [date formatting](/template/customization/format-date-and-time):
  * **`{{Item.Creation Log#Date | dd.MM.yyyy}}`**
* **`{{Item.Creation Log#DateTime}}`**

### Link column placeholders

Replace 'Link' with the actual title of your link column. If your column title is 'Website', the placeholder would be {{Item.Website}}

* **`{{Item.Link}}`** -> Url as text format (e.g. https//[www.docexport.com](http://www.docexport.com))
* **`{{Item.Link#Text}}`** -> Custom text from your link column (e.g. Link to Website)
* **{`{Hyperlink:Link}}`** -> Custom text from your link column and it's clickable in the document (e.g. [Link to Website](https://monday.com/marketplace/10000360))

### Formula and mirror column placeholders

Replace 'Formula' with the actual title of your formula column. If your column title is 'Total Hours', the placeholder would be {{Item.Total Hours}}

* **`{{Item.Formula}}`** -> Content from your formula column
* **`{{Item.Mirror}}`** -> Content from your mirror column. Make sure to replace 'Mirror' with the title of your column

### Checkbox Column

Replace 'Column Title' with the actual title of your checkbox column. If your column title is 'Approved', the placeholder would be {{Checkbox:Approved}}

* **`{{Checkbox:Column Title}}`** -> Image of a checkbox

### Special Subitem Placeholders

Replace 'Column Title' with the actual title of your subitem column. If your column title is 'Payment Amount', the placeholder would be {{LastSubitem.Payment Amount}}\
Note: This only works with Item-Level documents if you want to add information from one specific subitem to your Item-Level documents.\
If you want to add a table of all related subitems, follow these instructions: [Subitem Table](/template/subitem-table)

* **`{{FirstSubitem.Column Title}}`** -> Content from your first subitem (the top one)
* **`{{LastSubitem.Column Title}}`** -> Content from last subitem (e.g. {{LastSubitem.Name}} gives you the name of the last subitem)

### Special Dropdown Placeholders

A monday dropdown column can have multiple labels. With the normal placeholder {{Dropdown}}, the labels would be separated by comma. With our special placeholder, you can force the labels into the next line:

Replace 'Dropdown' with the actual title of your dropdown column. If your column title is 'Categories', the placeholder would be {{Categories}}

* **`{{Dropdown}}`** -> Label 1, Label 2, Label 3
* **`{{Dropdown|CommaToLineBreak}}`** -> \
  Label 1\
  Label 2\
  Label 3

### Special "Summary" Placeholder

This placeholder includes your summary as an image.

* `{{Image:Column Title}}` -> Summary image of status column (e.g.                 )

If your Mirror column is called "Progress", the placeholder would be `{{Image:Progress}}`

<div align="left"><figure><img src="/files/XVtmfZEVmcvG5JLIGOwN" alt=""><figcaption></figcaption></figure></div>

## Board level documents

The following section is specifically for board-level documents like reports.

### Special Item Placeholders (for use in Board Level document)

Replace 'Column Title' with the actual title of your item column. If your column title is 'Payment Amount', the placeholder would be {{FirstItem.Payment Amount}}\
Note: This only works with Board-Level documents if you want to add information from the first item in the board to your document (e.g. Invoicing use case).\
If you want to add a table of all items, follow these instructions: [Board Level Template](/getting-started/board-level-template)

* **`{{FirstItem.Column Title}}`** -> Content from your first item (the top one)

### Show filter condition (for use in Board Level document)

Outputs the filter condition on your board if you use [Board Filter](/template/board-level-filter).

* **`{{Board.ItemFilterCondition}}`** -> e.g. Status Overdue

### Column summary

Replace 'ColumnTitle' with the actual title of your column. If your column title is 'Total Hours', the placeholder would be {{Sum\[Total Hours]}}

* **`{{Sum[ColumnTitle]}}`** -> Sum of a **group** for a specific column (e.g. 123 hours)
* `{{Sum[ColumnTitle]|N2}}`  -> Sum of a group with [numbers formatting](/template/customization/format-numbers) (e.g. 123.00)
* **`{{Board.Sum[ColumnTitle]}}`** -> Sum of the **board** for a specific column
* `{{Image:Sum[Status]}}` -> Summary image of status column (default 80px width)\
  (e.g.                 )
* **`{{Image(50;0):Sum[Status]}}`** -> Summary image of status column with width of 50px\
  (e.g.         )


# Charts

Create charts from your monday.com board and insert them into your document.

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*
{% endhint %}

## Insert charts into your document

You can generate charts based on data from your monday.com board by using DocExport. These charts can be output on your document by using specific placeholders.

This article is all about how to insert the generated charts into your document. If you want to learn more about generating charts with DocExport in general, [take a look here](/features/charts-and-reports).

Executive Project Report? Sure, but make it look sexy!

### **Webinar snippet (Charts):**

{% hint style="info" %}
**Note:** In this video, you are seeing version 1 of the app. However, the functionality behind the charts has not changed, so you will still get a good impression of how it works.
{% endhint %}

{% embed url="<https://youtu.be/j94ZXKqV8Tw>" %}

**Please note, that Charts are only available for board level documents, not for single item documents.**

<figure><img src="/files/Z9YB45poNlHsNtV3j7F8" alt=""><figcaption></figcaption></figure>

### **Insert placeholder for your chart**

To keep it as simple as possible, we display the correct placeholder for your charts directly in the overview of your generated charts. You can simply copy and paste into your Word document.

<figure><img src="/files/YouKag95M1zEl13YiSmx" alt=""><figcaption></figcaption></figure>

In general the placeholder looks like this:

`{{Chart(450;300):NameofChart}}`

**Note**: Please exchange *NameOfChart* with the name of your actual chart. See section [working with placeholders](/template/placeholder-directory) if you need more explanation.&#x20;

Example:\
If your chart name is "Task Status", the placeholder would be `{{Chart(450;300):Task Status}}`

### **Change the size of your chart**

We also suggest a size in the placeholder that we display. This is the number in brackets, e.g. *(450;300)*.

But you can also define the size of the chart yourself. To do this, change the part in brackets after *Chart*:

&#x20;`{{Chart`**`(450;300)`**`:Task Status}}`

The "450" in the placeholder defines the image's width in pixels. The second value is the height.

Enter the size of the image in pixels here, separated by a semicolon.&#x20;

If you change the `{{Chart(`**`450`**`;300):Task Status}}` to `{{Chart(`**`225`**`;150):Task Status}}`, it's half the size on the final document.

### **Add more than one chart**

Of course you can add more than one chart to your document. Feel free to include as many charts and report statistics as you like. The only limit is you!


# Formulas

You are using formula columns in your Monday.com boards? Then simply output them on your PDF documents as well.

## Formula Columns

Monday.com [Formula Columns ](https://support.monday.com/hc/en-us/articles/360001235445-The-Formula-Column)are a great and easy way to calculate nearly anything you want. The different functions make you forget that you're actually not working with Excel.

That's where we join in! Making it possible for you to output all Formula Columns on your documents just as easily.

**Note:** Formula Columns are only available for the DocExport [Standard](https://www.docexport.com/pricing/) plan or any higher plan.

## Output Formula Columns on your documents

All you need is the name of the respective column in the board! This name forms the placeholder that you insert into your document and the content of your Formula Column will be output on your generated documents.

#### **Add a placeholder for your Formula Column**

Just put the name of your column in curly brackets and add this placeholder to your DOCX template. If the column is called “Total price”, you add this placeholder to your Word template:

`{{Total price}}`

<figure><img src="/files/bHq1zx1pEx72ofjDi0CV" alt=""><figcaption></figcaption></figure>

Here is an overview of [all available formulas. ](https://support.monday.com/hc/en-us/articles/360001276465-List-of-all-available-formulas)These can all be added to the document by simply using the right placeholder.

That's it! Why make life harder?


# QR Code

Create QR codes in your documents with links to the board or the specific item.

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*
{% endhint %}

## Use QR codes in your documents

There are two options of QR codes with DocExport:

1. QR code with link to item (item Url)
2. QR code with link to the Url in any link column

A typical use case is inventory management - if you want to create a quick link to a specific item and place it in the warehouse.

<figure><img src="/files/n4ZBHrTPzID37AOqkW5q" alt=""><figcaption></figcaption></figure>

**Note:** QR Codes are only available for the DocExport [Professional](https://www.docexport.com/pricing/) and [Enterprise](https://www.docexport.com/pricing/) plans.

&#x20;

**Option 1: Add QR code with link to the item in monday.com**

Use this placeholder to create a QR code for the specific item and place it in your docx template:

`{{Image(100;0):QR.ItemUrl}}`<br>

**Option 2: Add QR code with link from a link column**

Use this placeholder to create a QR code which links to the link in any link column. For example the link to the client website.

`{{Image(100;0):QR.Column Title}}`

If the title of your link column is 'Client Website', the placeholder would be `{{Image(100;0):QR.Client Website}}`

#### **Change the size of the QR code**

You can also define the size of the QR code. To do this, change the part in brackets after *Image*:

&#x20;`{{Image(100;0):QR.ItemUrl}}`

The "100" in the placeholder defines the image's width in pixels. &#x20;

Enter the size of the image in pixels, separated by a semicolon. If the second value is specified with a 0, the image will be output in aspect ratio.

If you change the `{{Image(100;0):QR.ItemUrl}}` to `{{Image(200;0):QR.ItemUrl}}`, it's double the size on the final document.

You can also specify the size in percent: `{{Image(50%;50%):QR.ItemUrl}}`.


# 1D Barcode

Generating a 1D barcode in your .docx template

This article explains how to turn a column from your monday.com board into a **scannable 1D barcode** in the document that DocExport generates. It supports two barcode types: **Code 39** and **Code 128**. We first help you decide which one you need, then walk you through the setup once, side by side, for both.

Barcode generation works entirely through free barcode fonts: you write the barcode value as text in a monday.com column and when DocExport generates the document it converts that value into a font that a scanner can read as a barcode.

<figure><img src="/files/ZIeciaNsqIZnkCjOTSll" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Board requirement:** You need a column that holds the barcode values. This works with both a **Text column** and a **Numbers column**.
{% endhint %}

***

### Which barcode type do you use/need?

Before you set anything up, decide which code is used for your use case. The two types work differently:

* **Code 39** maps each character to a **fixed** bar pattern, so the font alone can render it. You mark the start and end yourself with an asterisk (`*`), and there is no checksum. It only supports **digits, uppercase letters, and a few symbols** (`- . $ / + %` and space). It is the simplest option and needs no extra tools - but it produces wider codes and can't store lowercase letters.
* **Code 128** is more capable but needs one extra step. It supports the **full ASCII range including lowercase letters**, is much more **compact** (it can pack two digits into a single symbol), and includes a **mandatory checksum** for more reliable scanning. The catch: a font cannot calculate the required checksum and start/stop characters, so you must run your text through an **encoder** first and store the already-encoded string in your monday.com column.

#### Use this as a guide

<table><thead><tr><th width="339.328125">Application area</th><th width="160.23046875">Often used code</th><th>Why</th></tr></thead><tbody><tr><td><strong>Simple internal product labels</strong> (furniture, household goods, basic articles)</td><td>Code 39</td><td>Short, uppercase/numeric SKUs</td></tr><tr><td><strong>Office, files, asset tags, membership/ID cards, event tickets</strong></td><td>Code 39</td><td>Small data volumes, easy to maintain, works with legacy systems.</td></tr><tr><td><strong>Library, archive, schools</strong></td><td>Code 39</td><td>Long-established standard for short item numbers.</td></tr><tr><td><strong>Government, defense, automotive (legacy systems)</strong></td><td>Code 39</td><td>Historically mandated; still widely supported.</td></tr><tr><td><strong>Food &#x26; retail packaging</strong> (batch, best-before, lot data)</td><td>Code 128</td><td>Compact and alphanumeric; GS1-128 is the industry standard for this data.</td></tr><tr><td><strong>Logistics &#x26; shipping</strong> (parcels, pallets, cartons)</td><td>Code 128</td><td>GS1-128 / SSCC shipping codes are built on Code 128 - the global standard.</td></tr><tr><td><strong>Warehousing &#x26; inventory</strong></td><td>Code 128</td><td>Long alphanumeric SKUs and location codes fit in little space.</td></tr><tr><td><strong>Healthcare</strong> (patient wristbands, medication, specimens)</td><td>Code 128</td><td>Compact alphanumeric codes; reliable thanks to the built-in checksum.</td></tr><tr><td><strong>Manufacturing</strong> (serial numbers, part tracking)</td><td>Code 128</td><td>High data density on small components; supports the full character set.</td></tr><tr><td><strong>Any code with lowercase letters or many characters</strong></td><td>Code 128</td><td>Code 39 only supports uppercase and a limited character set.</td></tr></tbody></table>

{% hint style="success" %}
**Rule of thumb:** If you just need to label and scan simple products and control your own (uppercase/numeric) codes, it´s almost always **Code 39** that is being used. As soon as it involves shipping/logistics, standardized labels, long or mixed-case data, or tight space, **Code 128** is used.
{% endhint %}

***

### Step-by-step setup (for both codes)

The steps below work for either barcode type. Where Code 39 and Code 128 differ, you'll see both side by side.

#### Step 1 – Download and install the font

Download the free font from Google Fonts and install it on the computer where you edit your template. The only difference is *which* font you install:

|                                 | **Code 39**                                                                      | **Code 128**                                                                       |
| ------------------------------- | -------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| Font (bars only)                | [Libre Barcode 39](https://fonts.google.com/specimen/Libre+Barcode+39)           | [Libre Barcode 128](https://fonts.google.com/specimen/Libre+Barcode+128)           |
| Font (with readable text below) | [Libre Barcode 39 Text](https://fonts.google.com/specimen/Libre+Barcode+39+Text) | [Libre Barcode 128 Text](https://fonts.google.com/specimen/Libre+Barcode+128+Text) |

On the Google Fonts page, click **Get font → Download all**, unzip the file, and install the `.ttf` file (double-click → *Install*).

{% hint style="info" %}
Want the plain-text value shown below the barcode as well? Use the **Text** variant of either font. For bars only, use the plain variant.
{% endhint %}

#### Step 2 – Prepare the value in your monday.com column

This is the other main difference between the two codes:

|                         | **Code 39**                       | **Code 128**                                |
| ----------------------- | --------------------------------- | ------------------------------------------- |
| What goes in the column | The **plain value**, e.g. `12345` | The **pre-encoded** string, e.g. `Ì12345zÎ` |
| Extra step needed?      | No                                | **Yes** — encode the value first            |

**For Code 39:** simply enter your value in the column. Remember that only **digits, uppercase letters**, and `- . $ / + %` / space are allowed - no lowercase letters.

**For Code 128:** your column must already contain the data **including the start, stop, and checksum characters**. A font can't calculate these, so encode your text first using an **official encoder.**&#x20;

Enter your plain text, **copy** the encoded output, and paste exactly that into your monday.com column. Examples:

| Desired plain text | Exact Code 128 content of your monday.com column |
| ------------------ | ------------------------------------------------ |
| `12345`            | `Ì12345zÎ`                                       |
| `123456`           | `Ì1234560Î`                                      |
| `Hello`            | `ÌHellomÎ`                                       |
| `TEST-123`         | `ÌTEST-123&Î`                                    |
| `ABC-99`           | `ÌABC-993Î`                                      |

The first character (`Ì`) is the start character (Start B), the last (`Î`) is the stop character, and the one right before it is the calculated checksum.

{% hint style="warning" %}
&#x20;Copy the encoded string **exactly** (via copy & paste) - do **not** retype it. The control and check characters are special characters such as `Ì` or `Î`, and a single wrong character makes the code 128 unreadable.
{% endhint %}

{% hint style="info" %}
The examples above are encoded as **Code Set B** and are valid and scannable. For pure digit strings, the encoder may output an **equivalent, slightly shorter** variant (via Code Set C), both read back to the same value. Always use what the encoder gives you.
{% endhint %}

#### Step 3 – Insert the placeholder into your template

In both cases, add the placeholder for your barcode column at the desired position in your `.docx` template:

```
{{Barcode}}
```

#### Step 4 – Add start/stop characters (Code 39 only)

This is the second difference:

|                   | **Code 39**     | **Code 128**  |
| ----------------- | --------------- | ------------- |
| What you type     | `*{{Barcode}}*` | `{{Barcode}}` |
| Asterisks needed? | **Yes**         | **No**        |

**For Code 39**, place an asterisk (`*`) before and after the placeholder. Code 39 needs a defined start and stop marker so the scanner knows where the code begins and ends. The font does not add it automatically. Without the asterisks, the printed code looks like a barcode but cannot be scanned.

**For Code 128**, leave the placeholder as is. The start and stop are already part of the encoded string from your column, so no asterisks are added.

#### Step 5 – Apply the barcode font

Select the **entire** expression and set the font:

|             | **Code 39**                                | **Code 128**      |
| ----------- | ------------------------------------------ | ----------------- |
| Select this | `*{{Barcode}}*` (including both asterisks) | `{{Barcode}}`     |
| Set font to | Libre Barcode 39                           | Libre Barcode 128 |

**In your template it then looks like this:**

| **Code 39**                                                                       | **Code 128**                                                        |
| --------------------------------------------------------------------------------- | ------------------------------------------------------------------- |
| <p><img src="/files/R4T30RloudcpvMbzCLY0" alt="" data-size="original"></p><p></p> | <img src="/files/oELBP9dmEC9pHP72tZXD" alt="" data-size="original"> |

{% hint style="success" %}
**Tip – Minimum size:** We strongly recommend a minimum font size of **36 pt** so the code scans reliably when printed (on low-resolution 203 dpi thermal/label printers, use exactly 24 or 30 pt). The more characters the code contains, the wider it becomes - long values need either a larger size or more space on the page.&#x20;

Always print and scan a test label before producing a whole batch - do this once after you've set up the template to confirm everything works, then you're good to go.
{% endhint %}

{% hint style="info" %}
**One more tip:** Leave a **quiet zone:** some empty white margin before and after the barcode. As a rule, keep at least 10× the width of the narrowest bar clear on each side; in practice, about 3–5 mm (roughly ⅛–¼ inch) of empty white space left and right is a safe minimum. If the code sits right against text or a border, the scanner can't capture it cleanly. When testing on a screen you may also run into read issues (glare, anti-aliasing) - when in doubt, print the code out briefly.
{% endhint %}

#### Step 6 – Embed the font when saving the .docx

So the barcode is generated correctly even when the font is not installed on the DocExport server, you must **embed the font in the .docx file when saving the document**. This applies to both codes.

> **help-center article "**[**Embedding a font in a .docx template**](/template/customization/custom-fonts)**"**

#### Step 7 – Generate the document in DocExport

Generate the document as usual via DocExport. The result now shows a **scannable barcode** in place of the placeholder, containing the value from your monday.com column.

### Download a Starter Template for Code 39 to see how it works:

{% file src="/files/QWKmqydCechO0qMclmBp" %}

***

### Quick comparison: Code 39 vs. Code 128

|                       | **Code 39**                              | **Code 128**                           |
| --------------------- | ---------------------------------------- | -------------------------------------- |
| Column content        | Plain text (e.g. `12345`)                | Pre-**encoded** text (e.g. `Ì12345zÎ`) |
| Asterisks `*` needed? | **Yes**, `*{{Barcode}}*`                 | **No**                                 |
| Encoder needed?       | No                                       | **Yes** (official encoder)             |
| Character set         | Digits, uppercase letters, a few symbols | Full ASCII incl. lowercase letters     |
| Font                  | Libre Barcode 39                         | Libre Barcode 128                      |

***

**Related articles**

* [Embedding a font in a .docx template](/template/customization/custom-fonts)


# Branding & Design

A template isn't just about the data - it's your document, in your style. On top of the placeholders that pull in your board data, you can shape the **entire look** of the document so it matches your brand.

Most of the design work happens in **Microsoft Word** itself: anything Word can do, your template can do.&#x20;

### Branding basics in Microsoft Word

Open your `.docx` template and use Word's normal formatting tools to make it yours:

* **Add your logo.** Insert your own logo wherever you like. *Note: the DocExport logo sits in the document header of our predefined templates, double-click the header to edit or remove it.*
* **Add your company details to the footer:** address, contact info, legal lines.
* **Set your typography:** change the font, font size, line spacing and alignment.
* **Insert images:** background graphics, dividers, product shots, and more.
* **Add or change any text:** headings, intro paragraphs, terms, signatures.

{% hint style="info" %}
Your design lives in the Word file, so you stay in full control. Whenever you tweak the layout, just re-upload the template via the **Customize template** button in the DocExport view to see the changes in your preview.&#x20;
{% endhint %}

### Take it even further

#### Match your brand

* [Custom Fonts](/template/customization/custom-fonts) — use any font you like, beyond Word's defaults.
* [Colors](/template/customization/colors) — pull the colors from your monday.com statuses and groups straight into your document.

#### Format your data

* [Format date & time](/template/customization/format-date-and-time) — display dates in the format that suits your region and language.
* [Format numbers](/template/customization/format-numbers) — control decimals, currency and number styling.
* [Numbering](/template/numbering) — number your items automatically with a single placeholder.

#### Control the output file

* [Custom File Name](/features/custom-file-name) — define exactly how each exported file is named and organized.

{% hint style="success" %}
Looking for the full set of formatting options? Browse the [Placeholder Directory](/template/placeholder-directory) and the [Customization](/template/customization) section.
{% endhint %}


# Customization


# Colors

Poppin´ colors? No problem! Pimp up your project reports and add the colors from your monday.com board to your groups and statuses.

## Colors in Tables and Groups

Simply adopt the design and colors of your monday.com board in your reports and create a better overview through a uniform design.

Not only does it sound fantastic, it's also super easy!

<figure><img src="/files/Cpt7Bmhq6vVp4VTEihlw" alt=""><figcaption></figcaption></figure>

## Output colors on your documents

Your colors will automatically be adopted from the settings in your board and displayed on your document via a placeholder. If you use purple, your document will also be colored purple. Do you prefer green? Then we output green. You are free to choose.

Hardly see any difference here? Then we have reached our goal!

<figure><img src="/files/FOaTDaJAkImzlw4iiHLS" alt=""><figcaption></figcaption></figure>

### **Group colors**

To display the colors of your groups on your document, you need to add this placeholder to your template:

**`{{Name | GroupColor}}`**

<figure><img src="/files/OKOBZyP6BSxa7xUPJZ1Q" alt=""><figcaption></figcaption></figure>

The colored stripe on the side can be displayed with this placeholder:

**`{{Empty | GroupColor}}`**

<figure><img src="/files/0H7TcsJxOstfNM6gsqYS" alt=""><figcaption></figcaption></figure>

### **Status color**

To display the colors of your status on your document, you need to add this placeholder to your template:

**`{{NameOfStatusColumn | WithColor}}`** *e.g.* **`{{Status | WithColor}}`**

**Note:** Please exchange "NameOfStatusColumn" with the name of your column. If you want to learn more about placeholders, [please visit our help center](/).

<figure><img src="/files/uLorFCkwo04tPgdjjOLo" alt=""><figcaption></figcaption></figure>

### Status column placeholders color

Replace 'Status' with the actual title of your status column. If your column title is 'Project Phase', the placeholder would be **`{{Project Phase}}`**

* **`{{Status}}`** -> Label of your status column (e.g. Done or Stuck)
* **`{{Status | WithColor}}`** -> Label with background highlight
* **`{{Status | WithTextColor}}`** -> Label with text color from status label (e.g. <mark style="color:green;">**Done**</mark> or <mark style="color:red;">**Stuck**</mark>)

### **Download template**

Get started with our template for project reports with color. This docx template already contains all placeholders for colors. All you have to do is tailor it to your company.

[Download docx Template / Project Report with color](https://www.docexport.com/wp-content/uploads/2024/01/ProjectReportWithColor.docx)


# Custom Fonts

Do you like doing things your way? Then don't let restrictions on the font of your documents stop you! With DocExport you can use any font you like.

## Embedding Custom Fonts

Use custom fonts while generating documents from your monday.com boards.

If you want to use any non-standard custom font, that is not available by default, you can simply embed it in your .docx template and use it anyway. When you embed such custom fonts into your document, the online conversion to pdf will use these fonts reliably&#x20;

**Note:** By embedding custom fonts, the .docx files usually become slightly larger. Therefore, the upload limit is increased to 5MB for the DocExport [Standard](https://www.docexport.com/pricing/) or any higher plan (compared to 1MB for the free plan).

### **Embed fonts using Windows**

1. Open the template in Microsoft Word on Windows
2. Open the "File" tab, click on "Option&#x73;*"* and select "Save".
3. Scroll down to the bottom of the menu. Under "Preserve fidelity when sharing this representation", select the option "Embed fonts in the file".&#x20;
4. You will find two more checkboxes for this option. We recommend selecting "Do not embed common system fonts" and not selecting "Embed only characters". See section *Recommendations* for an explanation.
5. Click "Ok" and save your document.&#x20;

<figure><img src="/files/Ue59ej9KtaWsaRJwRSXa" alt=""><figcaption></figcaption></figure>

### **Embed fonts using Mac**

1. Open the template in Microsoft Word on your Mac
2. In the top left, click on "Word" and "Preferences..."
3. Select "Save" in the dialog box (under Output and Sharing).
4. In the section "Font Embedding", you can select to embed fonts in your file. We recommend to **not** tick the option "Only embed the characters used in the document"
5. When you save the file, the fonts used in it will be embedded.

<figure><img src="/files/m8xRhjwAnBFDloWJDtZY" alt=""><figcaption></figcaption></figure>

## Recommendations for embedding fonts

1. Use OpenType (.OTF) or TrueType (.TTF) and avoid embedding Postscript fonts (.PFB, .PFM), if possible. In general, OpenType fonts need the least storage space.
2. Avoid using "Embed only the characters". Embedding all characters in a font is better, because that way another user can also successfully edit and upload the file again.
3. Select "Do not embed common system fonts". While this option increases the file size, it is still best for editing the document on different devices but keeping the same font without any problems.

## Troubleshooting

Embedding your fonts is not working?

This might be due to restrictions by the font creator. The font creators can set several options for their fonts, including "Non-embeddable". Unfortunately, if they go for this option, the font cannot be embedded.

Here is how you can check which level of embedding your installed font allows.

### **Windows**

1. Go to the Windows control panel and click on "Fonts".
2. Select the font you want to embed. This shows the settings in the lower right corner.

<figure><img src="/files/oTnluZurLDZ0533qmAW1" alt=""><figcaption></figcaption></figure>

### **Mac**

1. Go to the "Fonts" app on your Mac and select the font you want to embed.&#x20;
2. Click on the info button at the top right corner and find the information in the panel on the right under "Usage" (this works for many fonts, but unfortunately not all).

<figure><img src="/files/dG0d5WNaijOqjG6ihDYJ" alt=""><figcaption></figcaption></figure>


# Format date & time

Operating in different countries and languages? Display your time and date columns in a format that suits you best!

## Format date and time columns

By default, the format of the date depends on the language/ country setting in your monday.com account.

But Microsoft Word offers a lot of additional options to format dates and times. To change the default output of your date or time, you can use these Microsoft Word formatting options in your DOCX template.&#x20;

This way you can format any date/hour/time column and also [number column](/template/customization/format-numbers) from your own monday.com board.

### **Date Column Format**&#x20;

To format your placeholder, add a straight line (pipe symbol) after the name of your placeholder and then add the format string you want to use.

e.g. **`{{Item.Date | D}}`** for: **Tuesday, December 24, 2024**

Find all standard date and time format strings here:\
[Microsoft documentation - standard date and time formats](https://learn.microsoft.com/en-us/dotnet/standard/base-types/standard-date-and-time-format-strings)

or **`{{Item.Date | yyyy-MM-dd}}`** for: **2025-12-24**

or **`{{Item.Date | dd.MM.yyyy}}`** for: **24.12.2025**

or **`{{Item.Date | dd/MM/yyyy}}`** for: **24/12/2025**

or **`{{Item.Date | MM-dd-yyyy}}`** for: **12-24-2025** (US date format)

or **`{{Item.Date | ddd, dd MMM}}`** for: **Wed, 24 Dec**

Note: 'Date' is the title of your column:

**`{{Item.ColumnTitle | dd.MM.yyyy}}`**

If your column title is 'Task Due', the placeholder would be:

**`{{Item.Task Due | dd.MM.yyyy}}`**

Find all custom date and time format strings here:\
[Microsoft documentation - custom date and time formats](https://learn.microsoft.com/en-us/dotnet/standard/base-types/custom-date-and-time-format-strings)

### **Today's date**

To insert today's date in your documents, you can simply use the term "Today" instead of referring to a column title.

e.g. **`{{Today | D}}`** for: **Wednesday, January 01, 2025**

or **`{{Today | yyyy-MM-dd}}`** for: **2025-01-01**

or **`{{Today | dd.MM.yyyy}}`** for: **01.01.2025**

or **`{{Today | dd/MM/yyyy}}`** for: **01/01/2025**

or **`{{Today | MM-dd-yyyy}}`** for: **12-24-2025** (US date format)

### **Time of document created**

To insert the time that the document was created, us the placeholder {{Now}}

e.g. **`{{Now}}`** for: **22:30**

e.g. **`{{Now | hh:mm tt}}`** for: **10:30 pm**

### **Date and Time of document created**

To insert the date and time, simply combine both placeholders:

e.g. **`{{Today}} at {{Now}}`** for: **24/12/2025 at 22:30**

e.g. **`{{Today}} {{Now | hh:mm tt}}`** for: **24/12/2025 10:30 pm**

### **Hour Column Format**

You can also format your hour columns in the same way.&#x20;

e.g. **`{{Hour Column Name | en-US}}`** for: **1:30:00 PM**

You can find all custom and standard time format strings here: \
[Microsoft documentation - standard date and time formats](https://learn.microsoft.com/en-us/dotnet/standard/base-types/standard-date-and-time-format-strings)\
[Microsoft documentation - custom date and time formats](https://learn.microsoft.com/en-us/dotnet/standard/base-types/custom-date-and-time-format-strings)


# Format numbers

Numbers everywhere? Have them displayed in the format that suits you best!

## Format number columns

Microsoft Word offers a lot of additional options to format number fields. To change the default output of your number, you can use these Microsoft Word formatting options in your DOCX template.&#x20;

This way you can format any number column and also [date/hour/time](/template/customization/format-date-and-time) column from your own monday.com board.

### **Numeric Format**

To format your placeholder, add a straight line after the name of your placeholder and then add the format string you want to use.

e.g. **`{{Score|P}}`** for: **100.00%**\
or **`{{Total price|C2}}`** for: **$1,230.46**\
or **`{{Total price|N2}}`** for: **1,230.46**

On Item-Level, it's the same logic:

e.g. **`{{Item.Score|P}}`** for: **100.00%**\
or **`{{Item.Total price|C2}}`** for: **$1,230.46**\
or **`{{Item.Total price|N2}}`** for: **1,230.46**

Find all standard numeric format strings here: \
[Microsoft documentation - standard numeric formats](https://learn.microsoft.com/en-us/dotnet/standard/base-types/standard-numeric-format-strings)

and all custom numeric format strings here:\
[Microsoft documentation - custom numeric formats](https://learn.microsoft.com/en-us/dotnet/standard/base-types/custom-numeric-format-strings)


# Images

Insert your user photo or images from your monday.com board into your document.

{% hint style="info" %}
This feature is available in the following plans:\
~~<mark style="background-color:red;">Free</mark>~~ | <mark style="background-color:$success;">Standard</mark> | <mark style="background-color:$success;">Professional</mark> | <mark style="background-color:$success;">Enterprise</mark>\
[View pricing and plan details →](https://www.docexport.com/pricing/)
{% endhint %}

## Insert images into your document

You can insert images stored in your monday.com board’s File column by using specific placeholders.

<figure><img src="/files/mldW4CriDqmjhE1cupOJ" alt=""><figcaption></figcaption></figure>

### **Insert image from board (file column)**

Use this placeholder to output the image you saved in your monday.com board:

```
{{Image(100;0):Item.TitleOfFileColumn}}
```

**Note**: Please exchange *TitleOfFileColumn* with the name of your actual file column. See section [working with placeholders](/getting-started/create-templates-1) if you need more explanation.&#x20;

Example:\
If your file column title is "Picture", the placeholder would be `{{Image(100;0):Item.Picture}}`\
*If your file column title is "Photos", the placeholder would be* `{{Image(100;0):Item.Photos}}`

#### **Change the size of your image**

You can also define the size of the image. To do this, change the part in brackets after *Image*:

&#x20;`{{Image`**`(100;0)`**`:Item.Files}}`

The "100" in the placeholder defines the image's width in pixels. &#x20;

Enter the size of the image in pixels here, separated by a semicolon. If the second value is specified with a 0, the image will be output in aspect ratio.

If you change the `{{Image(`**`100`**`;0):Item.Files}}` to `{{Image(`**`200`**`;0):Item.Files}}`, it's double the size on the final document.

You can also specify the size in percent: `{{Image`**`(50%;50%)`**`:Item.Files}}`

#### **Insert images in tables (board level or subitems)**

If you want to output images within a table, you don't need the item. prefix.\
In this case, you would use `{{Image(100;0):Files}}` instead of `{{Image(100;0):Item.Files}}`

### **Insert multiple images from board (file column)**

If you've saved multiple images in a single file column, you can also output it next to each other.

Use this placeholder to output multiple images from a file column:

`{{Images(100;0):Item.NameOfFileColumn}}` (It's the same placeholder like before, but with 'Image**s**' instead of 'Image')

**Pro tip:** By default there is no **spacing between multiple images** when wrapping to a new line. But there is a workaround:

1. Create a table with only one row and one column in your .docx file.
2. Insert the placeholder in the table.
3. Click on the "Styles Pane" assigned to the placeholder and select "Modify".
4. Click on "Format" in the bottom left corner and select "Paragraph".
5. Set the line spacing to 1.5 and click on "OK" to save it.

<figure><img src="/files/3QY8jDFJOBd6ex6A80Dz" alt=""><figcaption></figcaption></figure>

6. Perfect, now one last step to make the table virtually invisible.\
   Go to "Table Design" and set the setting to "no borders" so that the edge of the table does not appear on the document. Done!

<figure><img src="/files/yFU1fFazPedRuQJKi7jq" alt=""><figcaption></figcaption></figure>

A generated document with these settings will look like this:

<figure><img src="/files/PnCFl9SBerUmgtrKK4WP" alt=""><figcaption></figcaption></figure>

#### **Apart from this: Insert a static image**

You can also add any image as a permanent part of the document, e.g. your logo. If you want to include a static image, you can insert it directly into the Word file.

For example your company logo in the header or footer section.

#### **Insert profile picture from people column**

Use this placeholder to output the user profile picture from a people column:

```
{{Image(100;0):Item.People}}
```

If the column name of your people column is "Owner", the placeholder would be {{Image(100;0):Item.Owner}}

#### **Insert profile picture**

Use this placeholder to output the user profile picture:

```
{{Image(100;0):User.PhotoSmall}}
```

### **FAQ**

#### **What's the maximum image file size supported in MB?**

DocExport reduces the image file size automatically. You don't have to reduce the file size in your file columns.


# Item Updates

Create tables with your item updates on your documents.  Example use case: meeting notes and communication on item level.

## Working with item update template

Use the instructions from this article to create a Microsoft Word (docx) template from scratch or download our item update template here:&#x20;

{% file src="/files/Ql4iykZ9k6TxrHvDkoYL" %}

This is what the Item Update template looks like as a PDF:

<figure><img src="/files/ooy00bKieTSTE3l6P7P7" alt=""><figcaption></figcaption></figure>

This is what the structure looks like:

<figure><img src="/files/OaUmzkm9Ps2bB5iSapVM" alt=""><figcaption></figcaption></figure>

## Create a template & table from scratch

Insert a table in Microsoft Word (or Google Docs). Usually, you only need two rows: one for the headings and one for the placeholders.

The second row (left column) needs to start with the placeholder **`{{TableStart:Updates}}`** and ends (right column) with **`{{TableEnd:Updates}}`**\
The second row will automatically replicate itself by the numbers of subitems in the exported PDF.<br>

In between, insert the placeholders you want to use in your final document:

* **`{{OnlyDate}}`** -> 24/12/2025
* **`{{Date}}`** -> 24/12/2025 13:30
* **`{{User}}`** -> John Doe
* **`{{Body}}`** -> Update Text (plain text)
* **`{{Body_Html}}`** -> Update Text (with HTML and images)

This is an example of how the structure looks like:

<figure><img src="/files/0xJtW4nH2ImcMQSrNtgO" alt=""><figcaption></figcaption></figure>

Result on the final PDF:

<figure><img src="/files/F8odwXmmna1NcENybqAk" alt=""><figcaption></figcaption></figure>

## Subitem Updates

If you want to output the updates for all subitems as well, you can use the same logic, but wrap everything between **`{{TableStart:Subitems}}`** and **`{{TableEnd:Subitems}}`**

DocExport will automatically generate a table for each subitem to make it clear and structured.

The table looks like this:

<figure><img src="/files/GotBBeKXtOdRRz9eCq4v" alt=""><figcaption></figcaption></figure>

Result on the final PDF:

<figure><img src="/files/xLTu7eY3zcvG8bJR7FKs" alt=""><figcaption></figcaption></figure>

## Item updates without table

You can also generate updates without a table using this structure:

**`{{TableStart:Updates}}`**\
**Update from `{{Date}}`  by `{{User}}`**\
**`{{Body}}`**\
**`{{TableEnd:Updates}}`**

If you have two updates in your item, the result would look like this:

**Update from 19/01/2025 09:03 by John Doe**\
@Jane Smith Yes, DocExport is the most advanced generator in the marketplace.

**Update from 18/01/2025 13:35 by Jane Smith**\
Any recommendations for a good PDF Generator for monday.com?

## Updates with replies

This is the syntax if you want to include the replies for item updates as well:

**`{{TableStart:UpdatesWithReplies}}`**\
**`{{Indent}}`** Update from **`{{OnlyDate}}`** by **`{{User}}`**\
**`{{Body_Html_Indent}}`**\
**`{{TableEnd:UpdatesWithReplies}}`**

## Include only the newest item update

If you only want to include the newest update (the first in the update list) in your documents, you don't need to create a "Table:Start/Table:End" loop.

Insert these placeholders anywhere in your template:

* **`{{FirstUpdate.Body_Html}}`** -> Update Text (with HTML and images)
* **`{{FirstUpdate.Body}}`** -> Update Text (plain text)
* **`{{FirstUpdate.Date}}`** -> 24/12/2025
* **`{{FirstUpdate.Date | MM/dd/yyyy}}`** -> 12/24/2025 (learn more about [Date Formatting](/template/customization/format-date-and-time))
* **`{{FirstUpdate.Date | dd.MM.yyyy}}`** -> 24.12.2025 (learn more about [Date Formatting](/template/customization/format-date-and-time))
* **`{{FirstUpdate.User}}`** -> John Doe (user who created the last update)
* **`{{Image(15;0):Update.UserSmall}}`** -> Profile picture\
  The "15" defines the width of the profile picture in pixels. Change it to make the size larger or smaller.&#x20;

You can also load the oldest update by replacing "First" with "Last" in placeholders. For example: **`{{LastUpdate.Body}}`**

This will return the last update in your item update list.


# Mirror Columns

Making your life easier by using Mirror Columns? Good news: You can output them just as easily on your document!

## Mirror Columns&#x20;

Monday.com [Mirror Columns ](https://support.monday.com/hc/en-us/articles/360001733859-The-Mirror-Column)are a great way to store the same information in multiple boards across your account and update separate columns without doing double the work.&#x20;

By connecting your boards and mirroring information from one or more boards to another, you can easily make changes to any board and the changes will be reflected in the other board(s) as well.

<figure><img src="/files/42QSAS4dr4VX161H61lN" alt=""><figcaption></figcaption></figure>

## Output Mirror Columns on your documents

To round things off, you can output your Mirror Columns on your documents via DocExport.&#x20;

And the best part?

All you need is the name of the respective column in the board! This name forms the placeholder that you insert into your document and the content of your Mirror Column will be output on your generated documents.

### **Add placeholder for your Mirror Column**

Just put the name of your column in curly brackets and add this placeholder to your DOCX template. If the column is called “Mirror”, you add this placeholder to your Word template:

**`{{Mirror}}`** for Board Level Documents (table with several items)

or

**`{{Item.Mirror}}`** for Item Level Documents

In this example: `{{Course Status}}`

<figure><img src="/files/TCaY7KzlJVRhEXAXFIrU" alt=""><figcaption></figcaption></figure>

It can't get any easier than this!


# Numbering

Number your items on your documents by adding a single placeholder. Sounds super easy? It is!

## Output Position Numbers

You can easily number the items in your invoices, offers, delivery notes, etc. All you need is a single placeholder, that you add to your documents.

**Add "Numbering" Placeholder**

Use this placeholder to add a numbering for your subitems or items:

**`{{Numbering}}`**

<figure><img src="/files/f49O2W8ZaxN14X4AH7XV" alt=""><figcaption></figcaption></figure>

#### **Item Level: Placement of placeholder**

When you create a document on item level (e.g. Quote, Invoice, Shipping Order,etc.), your subitems will be numbered.

If you want to add numbering to your subitems, you need to add two more specific placeholders. These placeholders output a loop across all subitems and can thus retrieve and output them on the document.

In this case, you need to add **{{TableStart:SubItems}}** and **{{TableEnd:SubItems}}** to your document.

This type of placeholder only serves a technical purpose and is not displayed as content on the document.

All other placeholders, that you want to use in reference to your subitems (e.g. the numbering), must be put between those two placeholders.

<figure><img src="/files/IOd6YNj117ZTrojxU6j7" alt=""><figcaption></figcaption></figure>

#### **Board Level: Placement of placeholder**

When you create a document on board level, your items will be numbered.&#x20;

In this case, you need to add **`{{TableStart:Items}}`** and **`{{TableEnd:Items}}`** to your document and put `{{Numbering}}` between those two placeholders.

<figure><img src="/files/Pefqii62lDWRjCuMrGzb" alt=""><figcaption></figcaption></figure>

### **Download Template**

Get started with our ready-to-use template for quotes/invoices with numbering. This .docx template already includes a table that contains a column for the position number. All you have to do is tailor it to your company.

[Download .docx Template / Invoice or Quote with Numbering](https://www.docexport.com/wp-content/uploads/2024/02/DocExport_InvoiceQuote_with-numbering.docx)


# Subitem Table

Create tables with your subitems on your documents. Typical use cases are invoices, quotes, meeting minutes on subitem level and so on.  If you have questions, please reach out to us.

{% hint style="info" %}
Looking to generate **one document per subitem** (e.g. a label per product)? That's a different feature - see [Subitem Level](/getting-started/item-level-template/subitem-level). This page is for listing **many subitems as a table** inside one document.
{% endhint %}

## Working with subitem tables

Use the instruction from this article to create a Microsoft Word (docx) template from scratch or use one of our [free templates](https://www.docexport.com/template-gallery/) as a starting point.

This is an example of how the structure looks like:

<figure><img src="/files/JZiE1DWHFHrakGaC1FLV" alt=""><figcaption></figcaption></figure>

## Create a table from scratch

{% embed url="<https://youtu.be/TdBTKctKgMg?si=-kdTugOXpxe7_pS3&t=1190>" %}

Insert a table in Microsoft Word. Usually, you only need two rows: one for the headings and one for the placeholders.

The second row (left column) needs to start with the placeholder **`{{TableStart:SubItems}}`** and ends (right column) with **`{{TableEnd:SubItems}}`**\
The second row will automatically replicate itself by the numbers of subitems in the exported PDF.<br>

In between, insert the placeholders you want to use in your final document. The logic of the placeholder is: **`{{ColumnTitle}}`**

If your subitem column is named 'Due Date', the placeholder would be **`{{Due Date}}`** and so on.

The name of the subitem is always **`{{Name}}`**

## Subitem Summary

If you want to include the summary of subitems in your table (e.g. total number of hours), please use the native monday.com feature 'Show summary on parent item':

<figure><img src="/files/TcUik237sH5EuWztBbXq" alt=""><figcaption></figcaption></figure>

You can now use the column name from the parent item. In our example, we renamed it to 'Planned Effort Summary':

<figure><img src="/files/kodM6cG2z3yqNn7xWqNl" alt=""><figcaption></figcaption></figure>

The placeholder is now in the item level and therefore, the structure is `{{Item.ColumnTitle}}`, in our case **`{{Item.Planned Effort Summary}}`** (please make sure to add the prefix Item. before the column title).

You can now insert this placeholder in a third row in your table:

<figure><img src="/files/jQKW8epryuYZs0KnO0cF" alt=""><figcaption></figcaption></figure>

The table on your final PDF would look like this:

<figure><img src="/files/aAXBzV9xXlq7njsxSrST" alt=""><figcaption></figcaption></figure>

## Combine Item and Subitem Table&#x20;

{% embed url="<https://youtu.be/TdBTKctKgMg?si=cCcHEuUUGEgmd940&t=1354>" %}

You can also combine the subitem table with item-level placeholders in one document and create more complex project reports.

<figure><img src="/files/cdIldKsboToWG5rUFKAM" alt=""><figcaption><p>Project Report with Items and SubItems</p></figcaption></figure>

**Download the template** from this example from our free [Template Gallery](https://www.docexport.com/template-gallery/).

To use both tables within a document, it is important to nest the Subitem table loop **inside** the Item table loop.

This means that the placeholders `{{TableStart:Items}}` and `{{TableEnd:Items}}` should **surround** the entire Subitem table, which is generated between the placeholders `{{TableStart:SubItems}}` and `{{TableEnd:SubItems}}`.

<figure><img src="/files/q2TIXC3Hjlav0XjO7qUe" alt=""><figcaption></figcaption></figure>

Follow these steps to properly insert both the Item and Subitem tables into your document:

### 1. Start the Item Loop

Insert the `{{TableStart:Items}}` placeholder where you want the list of Items to begin and insert your item table.

### 2. Nest the Subitem Loop Inside

Immediately after the item table, insert the `{{TableStart:SubItems}}` placeholder to start the Subitem loop.

Add your Subitem fields here.

Then close the Subitem loop with `{{TableEnd:SubItems}}`.

**Important:** The entire Subitem Table must be inside the Item loop!

### 3. End the Item Loop

Place the `{{TableEnd:Items}}` placeholder to finish the Item loop.

### 4. Add Grouping (Optional)

If you want the output to be grouped the same way as it appears in your board:

* Place the grouping placeholder `{{TableStart:Groups}` **before** `{{TableStart:Items}}`
* Close the grouping  `{{TableEnd:Groups}}` **after** `{{TableEnd:Items}}`


# Items from other Boards

Include items from other boards in your documents using 'Connect'-Columns'

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*
{% endhint %}

**Example 1:** You can create a Project Report from a high-level portfolio and include connected risks from a risk board as a table.

**Example 2:** You can create a Quote/Proposal and include services and products from connected 'Pricelist' boards.

## Include items from other boards as table &#x20;

At the end of these instructions, you'll also find the [docx template](https://www.docexport.com/wp-content/uploads/2024/05/GardenShed_Quote_Template.docx) used in the following example.

If you're already advanced, here's a quick overview. If you're new, scroll down to our example use case.

{% embed url="<https://youtu.be/TdBTKctKgMg?si=SVAAzwn0RjCoq_X_&t=1981>" %}

### **Starting from scratch**

**Insert a table in Microsoft Word.** Usually, you only need two rows: one for the headings and one for the placeholders.

The second row (left column) needs to start with the placeholder **`{{TableStart:ConnectColumnTitle}}`** and ends (right column) with **`{{TableEnd:ConnectColumnTitle}}`**\
The second row will automatically replicate itself by the numbers of items in the exported PDF.

<figure><img src="/files/xXoCJ5rkD5nMCJSqSbhI" alt=""><figcaption></figcaption></figure>

In between, insert the placeholders you want to use from your connected board. The logic of the placeholder is: **`{{ColumnTitle}}`**

If your column from the connected board is named 'Total Cost', the placeholder would be **`{{Total Cost}}`**, 'Description' would be **`{{Description}}`** and so on. The item name is always **`{{Name}}`.**

## Example use-case: items from other boards

For this example, we want to generate a Quote with items from other boards. The same logic applies if you want to generate project reports and include risks from a risk board, among others.

### **Let's start with the workflow example:**

Imagine, we are a producer of Garden Sheds and sell Products (Garden Sheds) and Services (Installation, Painting, etc.).

For that reason, we have three boards:

1. **Deals** (our main board to generate Quotes)
2. **Products** (our product catalogue - connected to our Deals Board)
3. **Services** (our service catalogue - connected to our Deals Board)

<figure><img src="/files/SM7vMgS83VUzYbHMRZ8g" alt=""><figcaption></figcaption></figure>

### **Board 1 - Deals**

This is how the board 'Deals' is structured:

<figure><img src="/files/NuZR1wl8ai3QaU2H4NpL" alt=""><figcaption></figcaption></figure>

We have two 'Connect Board' Columns and three Formula Columns:

**Products** -> Connected to the 'Products Board'\
**Services** -> Connected to the 'Services Board'\
**Subtotal** -> Total of the Mirror Columns 'P-Total' and 'S-Total'.\
**Total** -> Formula Column which multiplies 'Subtotal' by 1.2\
**Tax** -> Formula Column which subtracts Total-Subtotal

### **Board 2 - Products**

This is what the board 'Products' looks like:

<figure><img src="/files/O9Wb1iSpHzrD6QkGRhsq" alt=""><figcaption></figcaption></figure>

### **Board 3 - Services**

This is what the board 'Services' looks like:

<figure><img src="/files/VHYebzUGdeOErwYgGjKW" alt=""><figcaption></figcaption></figure>

### **Creating the Template**

In our docx template, we want to include data from three boards. The details of our requestor/client from the 'Deals' board, the Products from the Product Board and the Services from our Service Board.

In the end, we want to have a summary with all numbers (from the Deals Board).

* [Download docx template](https://www.docexport.com/wp-content/uploads/2024/05/GardenShed_Quote_Template.docx) | [Download PDF example](https://www.docexport.com/wp-content/uploads/2024/05/GardenShed_Example_Quote.pdf)

<figure><img src="/files/8Rr0UsAnNuxOPG4jZVYH" alt=""><figcaption></figcaption></figure>

### **Products Table**

The title of the connect column in our Deals board is 'Products', so we need to use these placeholders to load the connected items:

**`{{TableStart:Products}}`** and **`{{TableEnd:Products}}`**&#x20;

<figure><img src="/files/RWp19IUrEnOnBWuru17p" alt=""><figcaption></figcaption></figure>

### **Services Table**

The title of the connect column in our Deals board is 'Services', so we need to use these placeholders to load the connected items:

**`{{TableStart:Services}}`** and **`{{TableEnd:Services}}`**

<figure><img src="/files/C5zHqkuaVEUOIb6e2T2B" alt=""><figcaption></figcaption></figure>

### **Summary Table**

The summary uses columns from a specific item in the Deals board, so we reference it with **`{{Item.ColumnTitle}}`**

<figure><img src="/files/C6fMHH037oYGfNi9XXvx" alt=""><figcaption></figcaption></figure>

The '| N2' at the end formats the simple number into a number with two decimals ([learn more about formatting](/template/customization/format-numbers))

## **Create Item Level document**

Now the template is ready to go. Select the 'DocExport' view in your board and either a) upload your template via the "Upload template" button, if you created a completely new template from scratch.

b) or reupload it via the "customize template" Button in the top right corner of the document, if you have made your adjustments based on an already created template.

<figure><img src="/files/ZAdeQrAHU4wiZHHlV3hj" alt=""><figcaption></figcaption></figure>

##


# Loading Tables from Boards via Board-ID

Insert tables from any board into your document by loading them via the Board-ID

In addition to loading items from the current board, you can also pull **data** directly from **other boards** by using their **Board ID**.&#x20;

This is especially useful if you want to combine information in tabular format from multiple boards or reference board data that is stored elsewhere.

### Using the Board ID in Table Placeholders

All item data in tables is wrapped using these placeholders:

```
{{TableStart:Items}}
   Your placeholders like {{Column Title}}
{{TableEnd:Items}}
```

Now, if you want to load data in tabular format from a different board, you need to **wrap the whole table between those two placeholders**:

```
{{TableStart:Board[123456789].Groups}}
{{TableStart:Items}}
   Your placeholders like {{Column Title}}
{{TableEnd:Items}}
{{TableEnd:Board[123456789].Groups}}
```

The number inside the brackets—`123456789` in this example—is the **Board ID** of the board you want to output.

#### Full examples

Download Microsoft Word template with example snippets:

{% file src="/files/APvXWOvpnPB17zip6OfW" %}

**All Items from Board ID 123456789 grouped:**

{% hint style="info" icon="file-word" %}
{{TableStart:Board\[123456789].Groups}}\
**{{Name | GroupColor}}** -> Name of Group incl. Group Color\
{{TableStart:Items}}

\
Item Name: **{{Name}}**\
Date: **{{Due Date}}**

\
{{TableEnd:Items}}\
{{TableEnd:Board\[123456789].Groups}}
{% endhint %}

**All Items from Board ID 123456789 group by a status column (Column Title)**
\
If you want to group by another column, replace “GroupByStatus” with “GroupByColumnTitle”

{% hint style="info" icon="file-word" %}
{{TableStart:Board\[123456789].GroupByStatus}}\
**{{Name | GroupColor}}** -> Name of Group incl. Group Color\
{{TableStart:Items}}

\
Item Name: **{{Name}}**\
Date: **{{Due Date}}**

\
{{TableEnd:Items}}\
{{TableEnd:Board\[123456789].GroupByStatus}}
{% endhint %}

**All Items from Board ID 123456789 grouped and filtered**

{% hint style="info" icon="file-word" %}
{{TableStart:Board\[123456789].Groups(Filtercondition)}}\
**{{Name | GroupColor}}** -> Name of Group incl. Group Color\
{{TableStart:Items}}

\
Item Name: **{{Name}}**\
Date: **{{Due Date}}**

\
{{TableEnd:Items}}\
{{TableEnd:Board\[123456789].Groups(Filtercondition)}}
{% endhint %}

Link to article: [Advanced Filtering](/template/advanced-filtering)

#### Where to Find the Board ID

You can find the Board ID in multiple places, for example:

* In the **URL** of your board<br>
* In the **board details menu**, where the ID is also displayed

<figure><img src="/files/4WMW8N4DJWtpjjaz0X6W" alt=""><figcaption></figcaption></figure>

### Using Filters and Groups with Board ID Tables

Board-ID-based placeholders fully support [the use of filters](/template/board-level-filter) as well as [grouping](/template/advanced-options/group-by).\
This means you can apply the same [filter conditions](/template/advanced-filtering) even when loading tables from another board.

To use filters and groups, extend your placeholder like this:

```
{{TableStart:Board[123456789].Groups(FilterCondition)}}
```

or &#x20;

```
{{TableStart:Board[123456789].Items(FilterCondition)}}
```

Make sure to close the table with the matching placeholder:

```
{{TableEnd:Board[123456789].Groups(FilterCondition)}}
```

or

```
{{TableEnd:Board[123456789].Items(Condition)}}
```

**This is an example of what the structure (including groups) could look like:**

<figure><img src="/files/8Lub01jXfGtUXce4jER6" alt=""><figcaption></figcaption></figure>

Download Microsoft Word template with example snippets:

{% file src="/files/APvXWOvpnPB17zip6OfW" %}


# Board Level Filter

Create a Board Level document and filter down to specific items. You can filter by any column you want using monday.com native filtering. (e.g. Weekly Project Progress Report)

## Filter your Board Level Documents

Use the native monday.com filter in the DocExport view to filter down your board to your specific needs.

{% embed url="<https://youtu.be/TdBTKctKgMg?si=JyhrP_lHBnH3_uC5&t=597>" %}

### **Apply Board Filters**

1. Open the DocExport view.
2. Set a board filter in the DocExport view. In this example, we set the native monday.com filter to 'Due Date is Past Dates' AND 'Status is not Done' to narrow down all items to only tasks that are already overdue but not done yet.

<figure><img src="/files/eAnMRixXVlPBNu0ZGozT" alt=""><figcaption></figcaption></figure>

3. Apply the board filter in the DocExport view. Make sure to select the 'Apply board filter' option:

<figure><img src="/files/55pSURei8AH2uXlzR5ns" alt=""><figcaption></figcaption></figure>

4. DocExport now gives you a real-time preview of your document that only contains the filtered items. By clicking in the top right corner of the document preview you can either download the PDF report or customize the template to make further adjustments.

{% hint style="danger" %}
Important:\
**Mirror** columns, **Formula** columns and **Subitems** are not supported in board-level filtering.
{% endhint %}

### Using Filters in Templates with Actions/Automations

If you want to create further documents with the same template and filtering, we recommend defining a specific name by clicking on 'Actions/Automations' and maybe setting up an [automation](https://help.pdfreportgenerator.com/automations).&#x20;

This way, you can automatically create reports for a set time period (e.g. weekly on Wednesdays and Fridays), that filter the tasks to your need.

<figure><img src="/files/x6457bAE9zM4fbmoZiDI" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ew4DgSAJdZ28NJxHGKLR" alt=""><figcaption></figcaption></figure>

#### How it works

1. **Set up an automation for your template.**\
   Once you’ve added one or more actions for a specific template, the associated filter will automatically be saved with that template.
2. **Select your template again.**\
   When you choose the template from the dropdown menu, you’ll now have two options:

   a) **Use board´s current filter:**\
   Apply the filter that’s currently active in your Board View.

   b) **Use template filter:**\
   Apply the filter that was saved with the template: the one you configured during your last automation setup.

This allows you to reuse your template while staying flexible with your filters **without losing your automation settings.**

<figure><img src="/files/KCXmn4KRMZqkmrFxPZFM" alt=""><figcaption></figcaption></figure>

### **Optional: Split View**

You can also activate the 'Split View' to see a preview of your filtered items. Click on the 'App Settings' Icon and 'Split View':

<figure><img src="/files/7c4ffbMnX85BmgenzYMT" alt=""><figcaption></figcaption></figure>

This is how it looks:

<figure><img src="/files/EtNyW150J66dI0WHMC0f" alt=""><figcaption></figcaption></figure>


# Advanced Filtering

Advanced filtering is necessary if you want to filter for some special columns or subitems and include the conditions in your templates.

{% hint style="info" %}
This feature is available in the following plans:\
~~<mark style="background-color:red;">Free</mark>~~ | <mark style="background-color:$success;">Standard</mark> | <mark style="background-color:$success;">Professional</mark> | <mark style="background-color:$success;">Enterprise</mark>\
[View pricing and plan details →](https://www.docexport.com/pricing/)
{% endhint %}

## Concept of advanced filtering

Some filters can't be automatically retrieved from your monday board (e.g. subitems). In such cases, we need to load all items and filter on our side by including the filter condition in the docx template.

**Note:** That's a relatively rare needed feature for advanced use cases. Please check out these help center articles before:

* [Apply board filters](/template/board-level-filter)
* [Dynamic Tables](/features/dynamic-tables)

{% embed url="<https://youtu.be/TdBTKctKgMg?si=cpCaW2GaLX-7Jobb&t=1533>" %}

### **Step 1: Retrieve the filter string**

1. Open the DocExport view in your monday board
2. Click on "More"
3. Select 'Subscription' and apply your preferred filters in the board
4. Click on the button 'Copy filter condition' to retrieve the specific, coded filter string:

<figure><img src="/files/BwO6GWgEs03OGv59fkA0" alt=""><figcaption></figcaption></figure>

The copied filter string could look like this:

{% code overflow="wrap" %}

```
W3tjb2x1bW5faWQ6Im5hbWUiLGNvbXBhcmVfdmFsdWU6WyJNaWxlc3RvbmUiXSxjb21wYXJlX2F0dHJpYnV0ZToiIixvcGVyYXRvcjpjb250YWluc190ZXh0fSx7Y29sdW1uX2lkOiJzdGF0dXMiLGNvbXBhcmVfdmFsdWU6WzBdLGNvbXBhcmVfYXR0cmlidXRlOiIiLG9wZXJhdG9yOmFueV9vZn1d
```

{% endcode %}

**Background information for advanced users:**\
This code is a Base64 encoded filter string from monday. If you decode this string, the result would be

{% code overflow="wrap" %}

```
[{column_id:"name",compare_value:["Milestone"],compare_attribute:"",operator:contains_text},{column_id:"status",compare_value:[0],compare_attribute:"",operator:any_of}]
```

{% endcode %}

### **Step 2: Include filter in a template**

You can now use this filter in your templates.

#### Advanced Filter for Item Level

If you want to use the filter for item level, the filter needs to be included in the  **`{{TableStart:Groups}}`** and **`{{TableEnd:Groups}}`** placeholders within brackets:

`{{TableStart:Groups`**`(Filter string)`**`}}`

`{{TableEnd:Groups`**`(Filter string)`**`}}`

In your template, it would look something like this (highlighted in red):

<figure><img src="/files/zsTactyKNbw8gfibcwCB" alt=""><figcaption></figcaption></figure>

#### Advanced Filter for SubItem Level

{% embed url="<https://youtu.be/TdBTKctKgMg?si=Cjd5oN_wylhThuM6&t=1774>" %}

You can also add the filter to a subitem table (see: [Subitem Table](/template/subitem-table)).

In this case, the filter needs to be included in the **`{{TableStart:SubItems}}`** and **`{{TableEnd:SubItems}}`** placeholders within brackets:

`{{TableStart:SubItems`**`(Filter string)`**`}}`

`{{TableEnd:SubItems`**`(Filter string)`**`}}`

In your template, it would look something like this (highlighted in yellow):

<figure><img src="/files/JHYJMmrRnDRlQVC8nn4X" alt=""><figcaption></figcaption></figure>

#### Combination of both SubItem and Item Level Filter

In this case, both the item level and the SubItem filter needs to be included in the document.&#x20;

In your template, it would look something like this (Item level filter highlighted in red, SubItem filter highlighted in yellow):

<figure><img src="/files/LBPoajZZ3tFZQTaCeAhp" alt=""><figcaption></figcaption></figure>

**Note:** this feature is an advanced feature and you just need it in specific use cases. If you have any questions, please reach out to our [support team](https://www.docexport.com/contact).

{% hint style="warning" %}
**Note:** Filtering and sorting by ***Mirror*****&#x20;or&#x20;*****Formula*** columns is currently not available.\
This is due to limitations in the monday.com API, which does not provide the required data for these column types.
{% endhint %}


# Custom Filter and Sorting Rules with Base64

Some requirements go beyond what can be configured directly in the UI. However, you still have the option to apply these advanced filtering/ sorting rules into Base64 code and insert them directly.

{% hint style="info" %}
This feature is available in the following plans:\
~~<mark style="background-color:red;">Free</mark>~~ | <mark style="background-color:$success;">Standard</mark> | <mark style="background-color:$success;">Professional</mark> | <mark style="background-color:$success;">Enterprise</mark>\
[View pricing and plan details →](https://www.docexport.com/pricing/)
{% endhint %}

{% hint style="warning" %}
Please note that this method is very advanced and only applies to a limited number of use cases. You will typically need it only when you:

* want to filter and sort **by multiple complex criteria simultaneously**
* need to enforce a **strict, predefined order** of processing steps
* want to apply **multiple sorting rules** at the same time
  {% endhint %}

{% embed url="<https://youtu.be/TdBTKctKgMg?si=SjdIOv2HCWlRW_ml&t=1655>" %}

## Concept of working with Base64 codes&#x20;

Before encoding, every filter begins as a **decoded configuration object**. This object defines all filtering and sorting logic in a structured format and will then be added to the grouping placeholder.

To build this configuration correctly, you will need:

### **1. The column IDs from your monday.com board**

Each rule - whether a filter or a sort condition- must reference the exact `column_id`.\
We recommend listing all your requirements first and then gathering the corresponding column IDs from your board.

<div align="left"><figure><img src="/files/ge0Rp8bZoul7PLt2Zp9E" alt=""><figcaption></figcaption></figure></div>

### **2. Sorting rules using `order_by`**

All sorting configurations must be placed inside an `order_by` array.\
The sequence inside this array defines the exact sorting order.\
For example:

```
order_by: [
  { column_id: "country" },
  { column_id: "state" },
  { column_id: "city" }
  ]
```

This means the data will be sorted **first by Country**, **then by State**, **and finally by City**. You can use as many sorting rules as you like, just add them to the row by separating them with a comma.

### **3. Combined Filtering + Sorting rules**

If your configuration includes both filtering and sorting, the object must always begin with a `rules` section:

```
rules: [...],
order_by: [...]
```

* `rules` defines the filtering logic
* `order_by` defines the sorting logic
* Both must be included when using filters and sorting together

#### Retrieving only the filter string for the 'rules' section via the UI

You can retrieve your filter conditions directly from the UI as a **Base64-encoded filter string**.\
This is especially useful if you only need the filtering part (`rules`) but want to manually add additional sorting or grouping logic afterward.

By copying the filter from the UI:

1. You get a ready-made Base64 **filter** string based on your current UI filter selection.
2. You can **decode** this Base64 string to view the underlying filter object.
3. You may then **combine this decoded `rules` object with your additional requirements**—for example, adding `order_by` sorting rules or expanding the logic.
4. Finally, you can **re-encode the entire combined object back into Base64** and use it inside your template’s grouping placeholders.

This approach gives you a quick starting point for the filtering logic, while still allowing full flexibility for custom combinations of filters, sorting rules and grouping structures.

Please take a look at this article for more details on how to generate and copy a filter string in DocExport:  [Advanced Filtering](/template/advanced-filtering)

### **4. Encoding the configuration into Base64**

Once your decoded object is complete, you can convert it into a [Base64 string](https://www.base64encode.org/).\
This encoded string represents the full logic (filters and/or sorting) in a compact format.

### **5. Inserting the Base64 code into your template**

After encoding, the Base64 string must be placed **directly inside your TableStart and TableEnd placeholder**, this is also where you can add your [grouping](/template/advanced-options/group-by):

* `{{TableStart:...}}`
* `{{TableEnd:...}}`

For example:

```
{{TableStart:GroupByStatus(your_base64_code_here)}}
...
{{TableEnd:GroupByStatus(your_base64_code_here)}}
```

Once inserted, the entire dataset is filtered and sorted strictly according to the logic defined in your Base64 configuration.

This method allows you to combine multiple filters, layered sorting rules, and grouping operations—far beyond what the UI can configure on its own.

## Example Base64 codes with

### Sorting (order by one value) + Grouping

{% stepper %}
{% step %}

#### **Requirements:**

* Group by: Status
* Sort by: Country (ID: country)
  {% endstep %}

{% step %}

#### **Decoded Filter:**

```
order_by:[{column_id:"country"}]}
```

{% endstep %}

{% step %}

#### Base64 Code:

```
e29yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In1dfQ==
```

{% endstep %}

{% step %}

#### Final Placeholder:

{{TableStart:GroupByStatus(<mark style="background-color:yellow;">e29yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In1dfQ==</mark>)}}

and

{{TableEnd:GroupByStatus(<mark style="background-color:yellow;">e29yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In1dfQ==</mark>)}}
{% endstep %}
{% endstepper %}

### Sorting (order by two or more values) + Grouping

{% stepper %}
{% step %}

#### **Requirements:**

* Group by: Status
* Sort by: Country (ID: country)
* Sort by: District (ID: dropdown\_mky1dyp6)
  {% endstep %}

{% step %}

#### Decoded Filter:

{% code overflow="wrap" %}

```
{order_by:[{column_id:"country"},{column_id:"dropdown_mky1dyp6"}]}
```

{% endcode %}
{% endstep %}

{% step %}

#### Base64 Code:

{% code overflow="wrap" %}

```
e29yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In0se2NvbHVtbl9pZDoiZHJvcGRvd25fbWt5MWR5cDYifV19
```

{% endcode %}
{% endstep %}

{% step %}

#### Final Placeholder:

{{TableStart:GroupByStatus(<mark style="background-color:yellow;">e29yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In0se2NvbHVtbl9pZDoiZHJvcGRvd25fbWt5MWR5cDYifV19</mark>)}}

and

{{TableEnd:GroupByStatus(<mark style="background-color:yellow;">e29yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In0se2NvbHVtbl9pZDoiZHJvcGRvd25fbWt5MWR5cDYifV19</mark>)}}
{% endstep %}
{% endstepper %}

### Filtering (e.g. Checkbox) + Grouping + Sorting

You can also retrieve the basic filter condition string directly in the UI and then combine it with the rest of your requirements. Please take a look at this article for more details on how to generate a filter string: [Advanced Filtering](/template/advanced-filtering)

{% stepper %}
{% step %}

#### **Requirements:**

* Group by: Status
* Sort by: Country (ID: country)
* Sort by: State (ID: dropdown\_mky1dyp6)
* Filtered by: "Contacted" check box (ID: boolean\_mky14vdq)
  {% endstep %}

{% step %}

#### Decoded Filter:

{% code overflow="wrap" %}

```
{rules:[{column_id:"boolean_mky14vdq",compare_value:[],compare_attribute:"",operator:is_not_empty}],order_by:[{column_id:"country"},{column_id:"dropdown_mky1dyp6"}]}
```

{% endcode %}
{% endstep %}

{% step %}

#### Base64 Code:

{% code overflow="wrap" %}

```
e3J1bGVzOlt7Y29sdW1uX2lkOiJib29sZWFuX21reTE0dmRxIixjb21wYXJlX3ZhbHVlOltdLGNvbXBhcmVfYXR0cmlidXRlOiIiLG9wZXJhdG9yOmlzX25vdF9lbXB0eX1dLG9yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In0se2NvbHVtbl9pZDoiZHJvcGRvd25fbWt5MWR5cDYifV19
```

{% endcode %}
{% endstep %}

{% step %}

#### Final Placeholder:

{{TableStart:GroupByStatus(<mark style="background-color:yellow;">e3J1bGVzOlt7Y29sdW1uX2lkOiJib29sZWFuX21reTE0dmRxIixjb21wYXJlX3ZhbHVlOltdLGNvbXBhcmVfYXR0cmlidXRlOiIiLG9wZXJhdG9yOmlzX25vdF9lbXB0eX1dLG9yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In0se2NvbHVtbl9pZDoiZHJvcGRvd25fbWt5MWR5cDYifV19</mark>)}}

and

{{TableEnd:GroupByStatus(<mark style="background-color:yellow;">e3J1bGVzOlt7Y29sdW1uX2lkOiJib29sZWFuX21reTE0dmRxIixjb21wYXJlX3ZhbHVlOltdLGNvbXBhcmVfYXR0cmlidXRlOiIiLG9wZXJhdG9yOmlzX25vdF9lbXB0eX1dLG9yZGVyX2J5Olt7Y29sdW1uX2lkOiJjb3VudHJ5In0se2NvbHVtbl9pZDoiZHJvcGRvd25fbWt5MWR5cDYifV19</mark>)}}
{% endstep %}
{% endstepper %}

## Summary

Using Base64-coded filtering, sorting and grouping rules allows you to:

* Apply complex multi-step filter and/or sorting orders
* Combine multiple filters and sortings
* Go beyond all UI-level limitations

If you need help building a specific Base64 filter, feel free to ask: <support@towerapps.com>&#x20;

{% hint style="warning" %}
**Note:** Filtering and sorting by ***Mirror*****&#x20;or&#x20;*****Formula*** columns is currently not available.\
This is due to limitations in the monday.com API, which does not provide the required data for these column types.
{% endhint %}


# Sort by

Choose how your items are ordered in your exported documents. With DocExport, you can either use monday.com’s native sorting or define your own fixed sorting logic using our Dynamic Table feature.

## Option 1: Use monday.com´s native sorting

If your sorting order always stays the same, you can simply use monday.com´s built-in sorting options. Option 1 is perfect if your sorting in monday.com doesn’t change often and you want your exports to always follow your live board view.

{% hint style="warning" %}
If you want to use a **specific sorting order that’s independent from the current sorting in your board**, you’ll need to use **Option 2**.

Option 2 is also recommended if you want to **combine** **sorting, filtering and/or grouping** in more complex ways, or if you’d like to apply sorting as part of an **automation**.

Due to limitations in monday.com’s app framework, sorting, filtering, and grouping together aren’t natively supported. That’s why we’ve built our own solution which lets you define fully custom sorting and filtering logic directly inside your template.
{% endhint %}

1. **Open your monday.com board**\
   Go to the board view of the board that contains the items you want to export.
2. **Sort your items** \
   Use monday.com´s built-in sorting options to arrange your items in the desired order (e.g. by date, priority, status or manually). \
   Learn more about sorting items in monday.com: [How to sort columns and items](https://support.monday.com/hc/en-us/articles/360001381699-How-to-sort-columns-and-items)
3. **Open the DocExport view**\
   Once sorted, open the DocExport view in the board. The sorting you apply in your board will automatically appear in the **DocExport preview**.
4. **Export your document**\
   When you create a document (via the 'Board Print' or any template), the **current board sorting** is always used.

## Option 2: Use DocExport’s Dynamic Table feature for sorting

{% embed url="<https://youtu.be/TdBTKctKgMg?si=eD-zSO6MSbA3eBv3&t=978>" %}

If you need a **fixed sorting order** that stays the same regardless of how your monday board is currently sorted, you can use our [**Dynamic Table**](/features/dynamic-tables) feature.

With Dynamic Tables, you can define **custom sorting logic** — for example, always sort by a specific date column — and this sorting will remain consistent, even if someone changes the board view order in monday.com.

The 'Sorty by' Feature lets you sort your items by order of the board or other columns you use.

Learn how to create a Dynamic Table and add sorting logic to your template [here](/features/dynamic-tables).

<figure><img src="/files/Eb25nTddBIFQMGljjtd3" alt=""><figcaption></figcaption></figure>

### **Combine sorting with filters**

You can still use filters together with either sorting option.&#x20;

**Option 1:** Apply a board filter to your view and check on 'apply board filter' in DocExport. You will get a live preview of your sorted **and** filtered document, that you can download as a PDF or Word file.

Learn more about applying board filters [here](/template/board-level-filter).

**Option 2:** You can **combine sorting with filters** directly via the 'Dynamic table' feature. All settings will be saved in the table template that is created for you. This way you can easily combine Grouping, Filtering and Sorting and implement it into your template. \
\
If you are still missing something, you can check out even more [advanced filtering](/template/advanced-filtering) options.

{% hint style="warning" %}
**Note:** Filtering and sorting by ***Mirror*****&#x20;or&#x20;*****Formula*** columns is currently not available.\
This is due to limitations in the monday.com API, which does not provide the required data for these column types.
{% endhint %}


# Advanced Options


# Microsoft Word Formulas

How to use Microsoft Word Formulas for advanced Calculations in Templates.

While DocExport allows you to output formula results and sum values directly from your monday.com board, **you can also use Microsoft Word's formula fields** to create additional calculations inside your template.

{% hint style="info" %}
Please note: Word formulas work only within the Word environment - they are not calculated on the monday.com board. These formulas will show the correct results only in the DocExport editor preview and the final PDF document.
{% endhint %}

Microsoft offers a comprehensive, official list of all Word field codes — including the formula field and its functions: [Microsoft Support: List of field codes in Word](https://support.microsoft.com/en-us/office/field-codes-formula-field-32d5c9de-3516-4ec3-80ed-d1fc2b5bc21d)

This reference covers everything from basic fields like `{ = (Formula) }` to advanced ones, along with their switches and formatting options.

## How to add Custom Calculations in Word Tables

1. Open your .docx template or create a new one.
2. Click into the table cell where you want the calculation to appear.
3. **Insert a Formula Field.**\
   Click on **'Insert'** in the top menu and select **'Fields'.** \
   You can also press  **Ctrl + F9** (Microsoft) or **\[⌘ + F9]** (Mac) to insert a field. \
   You’ll see curly brackets like this: `{ }`\
   &#x20;
4. Inside the brackets, add a Word formula like:\
   `{ ={{FieldA}}/{{FieldB}} }`\
   &#x20;Click on '**Table Layout'** and select '**Formulas**'.

   <figure><img src="/files/euPwgRlwG2PlUAG5pRlX" alt=""><figcaption></figcaption></figure>
5. **Format the result.** \
   Use the 'Number format' field or add `\#` to your formula to define the output format (e.g., percent, currency, decimal places): \
   `{ ={{FieldA}}/{{FieldB}} \# "0.00%" }`
6. **Update the field.**\
   Right-click the field and choose 'Update field' or press `F9` .
7. Save your document and re-upload the .docx template in DocExport.

<figure><img src="/files/Y3swa4f5L1sx6xu6FXp5" alt=""><figcaption><p>Example: This field should not display the sum, but show <strong>Total Admin / Total Billed Potential</strong> in percentage.</p></figcaption></figure>

## Helpful Tips for Using Mergefield Calculations

1. **Do not** type the curly brackets `{}` manually.\
   → Use the way described above to insert field brackets.
2. If you don´t see your field codes when you open your .docx file, you need to toggle them.\
   To **toggle field codes**, right-click the field and choose '**Toggle Field Codes'.**
3. After editing fields, **always** update them by selecting the field and pressing **F9.**<br>

## Other ways to use Microsoft Word Mergefields

Get inspired by the [list of field codes](https://support.microsoft.com/en-us/office/list-of-field-codes-in-word-1ad6d91a-55a7-4a8d-b535-cf7888659a51?utm_source=chatgpt.com) Microsoft provides. There are plenty more ways of using Mergefields within Microsoft Word templates.\
\
**Example:** Only display a field if it´s not empty. \
\
If {{CustomerNumber}} is **not empty**, the value is displayed. If it's empty, nothing is shown.\
`{ IF "{{CustomerNumber}}" <> "" "{{CustomerNumber}}" "" }`


# Page Break

Add a page break at the end of your table to make each item start on a new page

If you are generating an **item level document** and want each item (including the SubItem table) to start on a new page, you can add a page break to your document.

Here´s how it works:

1. Open your .docx template in Microsoft Word.
2. **Highlight the {{TableEnd:Items}}** placeholder located below your SubItems table.
3. Right-click it and select **'Paragraph'.**
4. In the dialog that opens, go to the **'Line and Page Breaks'** tab.
5. Under ‘**Pagination**', enable the option '**Page break before'**.

Of course, you can place the page break somewhere else if you're not using a SubItems table – for example, below the Item table.

<figure><img src="/files/BezdEJdpHcz4hciOn3Nj" alt=""><figcaption></figcaption></figure>


# Group By

How to group output in Word Templates using Custom Placeholders

## Grouping Items

If you want to group your data by a specific column (like **Status**, **Priority**, or **Owner**), you can fully control how the grouped output appears in your document – directly from your Word template.

This is done by using **custom placeholders** in your template.

{% embed url="<https://youtu.be/TdBTKctKgMg?si=lcKplkjBZbL6224U&t=285>" %}

### The Logic

To group your output, simply wrap the section you want repeated inside two custom placeholders:

{{TableStart:GroupByColumnName}}\
\
{{TableEnd:GroupByColumnName}}

Replace `ColumnName` with the exact name of the column you want to group by.

### Examples

```
{{TableStart:GroupByShipping Method}}
[Your content/table here]
{{TableEnd:GroupByShipping Method}}
```

'Shipping Method' is the title of your status column. <br>

<figure><img src="/files/2y8WCONSDUCgZNQz9Z0k" alt=""><figcaption></figcaption></figure>

If you have a status column called 'Priority', it would be:

```
{{TableStart:GroupByPriority}}
[Your content/table here]
{{TableEnd:GroupByPriority}}
```

This will create one grouped section per priority (e.g., "High", "Medium", "Low").

## Grouping Subitems

You can also group **subitems** by any of their own columns — for example, by their Status, Priority, or Person column. This works just like grouping on the main item level, but uses a dedicated subitem group placeholder wrapped around a standard **`Subitems`** table.

### The Logic

Wrap your subitems table with a **`GroupBySubitem...`** placeholder pair, naming the subitem column you want to group by:

```
{{TableStart:GroupBySubitemColumnName}}
    {{TableStart:Subitems}}
    ---
    {{TableEnd:Subitems}}
{{TableEnd:GroupBySubitemColumnName}}
```

Replace **`ColumnName`** with the exact name of the **subitem** column you want to group by.

### Example

To group subitems by their Status column:

```
{{TableStart:GroupBySubitemStatus}}
    {{TableStart:Subitems}}
    ---
    {{TableEnd:Subitems}}
{{TableEnd:GroupBySubitemStatus}}
```

Each status value (e.g. *Done*, *Working on it*, *Stuck*) will produce its own section, containing only the subitems that match that status.

### Example docx template

Download: **Item-Level template** with grouped subitems table

{% file src="/files/xpalsP14C6SahDbVoA3q" %}

Download: **Board-Level template** with grouped items and subitems combined

{% file src="/files/SqNVtO0ZQCGoDXNDONrk" %}

{% hint style="info" %}
Tip: Subitem grouping can be combined with regular item-level grouping — place the GroupBySubitem... block inside your main item loop to group each item's subitems individually.
{% endhint %}


# Repeat Table Header on new page

Carry over the column headers of a table onto the following pages in Microsoft word.

Here´s how it works:

1. Open your .docx template in Microsoft Word.
2. Click inside the table and **highlight the row (or rows) that you want to repeat** as a header.
3. **Right-click** the selected part and choose **'Table Properties'.**
4. Go to the **'Row'** tab.
5. Check the box '**Repeat as header row at the top of each page'** and click **OK** to apply.

Now, whenever your table extends across multiple pages, the selected header row will automatically appear at the top of each new page.

<figure><img src="/files/hzRjHSBvo3WvVtojaNzE" alt=""><figcaption></figcaption></figure>


# Hide default templates

In this article, you will learn how to hide the default templates from the DocExport start page dropdown.

By default, each new DocExport board view includes a set of starter templates to help you get started quickly. If you would prefer to display only your custom templates, follow these steps:

1. Open your DocExport Board View
2. Click on **More**
3. Select **Templates**
4. Uncheck the option "Show default DocExport templates"

<figure><img src="/files/JWDy34MlIVhKJAa6IOpy" alt=""><figcaption></figcaption></figure>

**Note:** The default templates are not deleted. You can display them again at any time by checking the box again.


# Actions

What should happen with the document after creating it? Besides simply downloading your PDF, you can also send it via email or save it to a file column.

## Define actions

Once you have designed and created a document, you can download it directly in the preview.\
However, if you want to send it via email, save it in a file column, or share it in another way, click on **Actions/Automations**.

Define what should happen with the report? By default, all reports are automatically saved in the list of reports under "More".

<figure><img src="/files/zQVxH6kCnIBLg7eYMBZE" alt=""><figcaption></figcaption></figure>

### Send via email to user who generates the document

Send the PDF to the user who generated the document via email.

### **Send via email to email address(es) in column** <a href="#send-via-email-to-email-address-es-in-column" id="send-via-email-to-email-address-es-in-column"></a>

Send the document to email address(es) found in a "People" or "Email" column in your board.

### **Send via email to email address(es)** <a href="#send-via-email-to-email-address-es" id="send-via-email-to-email-address-es"></a>

Send the document to others via email by adding one or more email addresses, separated by semicolon. (e.g. <hello@company.com>; <tom@company.com>)

### **Save to file column (Single Item only)** <a href="#save-to-file-column-single-item-only" id="save-to-file-column-single-item-only"></a>

If you are creating a document for a single item, you can also file the document to a specific column in your table. To do this, select an existing column (type “Files”) in your table or create a new column (type “Files”) in advance.

<div><figure><img src="/files/vFtD5IBtgpgqWZLDzNnU" alt=""><figcaption></figcaption></figure> <figure><img src="/files/Gj3n9Gqe7fDdXYEsJwOY" alt=""><figcaption></figcaption></figure></div>

### **More settings** <a href="#more-settings" id="more-settings"></a>

1. **File name:** Enter a file name. If no name is entered, the name of the document/template is used. You can also use placeholders in the file name, e.g. Project report {{Today}}. This way the date will always be added to your file name.
2. **File format:** Define whether you want to download/send/save the document as PDF or .docx file.

## Execute actions

### **Execute actions now** <a href="#execute-actions-now" id="execute-actions-now"></a>

If you choose this option and, for example, have defined that your document should be sent via email to the user who created it, the report will now be sent **once**.

### **Setup automation** <a href="#setup-automation" id="setup-automation"></a>

If you want to use your document along with the defined actions more frequently, you can create an automation. This allows you to generate, for example, a **weekly report** and automatically send it to the specified email addresses. It is helpful to give your template a unique name, as this will also be the name of your automation recipe.

In the next step, you will need to set up an [**automation**.](https://help.pdfreportgenerator.com/automations)

1. Click on Integrate.

![](https://help.pdfreportgenerator.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2FF9ADBOi8Mmb40b5fAD2l%2Fblobs%2FTXdarogbnN22Dtn0kCrm%2FDocExport_Integrate.png\&width=768\&dpr=4\&quality=100\&sign=c6dfb54b\&sv=2)

1. Search for "DocExport" and select it.
2. Select one of the integration recipes, that suits your case. Learn more about [automations here.](https://help.pdfreportgenerator.com/automations)
3. Fill in the parameters.
4. Add the integration to your board. If you now change the status, click on a specific button or a certain date is reached, a document will automatically be created


# Automations

Use automations to generate PDFs on auto-pilot

DocExport documents can be automatically generated based on a button click, a date/time period or a status change. You can use our **pre-made automation templates**, use the **monday automation builder** or the DocExport Action block in the **monday workflow** builder.

## Create a template and define actions

**Create a PDF document and define which actions you want to use in your automation.**

1. Open the "DocExport" view and [create a document.](broken://pages/qapXoxkqHY2mGpBXslvH)
2. Click on "Actions/Automations" once you're happy with the result.
3. Now define all the actions you want to trigger through automation, e.g. send a document via email or save it to a file column. For a detailed explanation of all available actions, please take a look [here](/features/actions). We recommend specifying a name so that you can easily identify it later when creating the automation, e.g. "Invoice Template A" or "Risk Assessment".
4. Once you have defined all the actions, click on the blue "Setup automation" button.

## Set up a pre-made automation

{% embed url="<https://youtu.be/5kRvLlnWSgw>" %}

1. In your monday board, click on **Automate**
2. Search for **DocExport** and select it.
3. You will find five different automation recipes: 1 Board Recipe and 4 Item Recipes. Select the recipe that suits your use case and fill in the parameters. The DocExport recipe you just defined in your Actions will be shown in the dropdown.
4. Add the integration to your board. All done. If you now change the status/click a specific button or a certain date is reached, a document will automatically be created (and optionally sent via email).

<figure><img src="/files/ohGVcKeZz1mcoD8sibcW" alt=""><figcaption></figcaption></figure>

### **1) Board recipe: Time period** <a href="#id-1-board-recipe-time-period" id="id-1-board-recipe-time-period"></a>

Example: **Every Friday create** a board **document** using **DocExport template "Weekly Status Report".**

### **2) Item recipe: Status integration** <a href="#id-2-item-recipe-status-integration" id="id-2-item-recipe-status-integration"></a>

Example: Changing the **Status** to **Done**, creates a new document based on the **DocExport template "Project Status Report"**.

### **3) Item recipe: Button integration** <a href="#id-3-item-recipe-button-integration" id="id-3-item-recipe-button-integration"></a>

Example: Clicking on the button **Generate PDF**, creates a new document based on the **DocExport recipe "Portfolio Report"**. To use the button integration, you need a column that contains a button. You can also create a new one on the fly while adding the integration.

![](https://help.pdfreportgenerator.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2FF9ADBOi8Mmb40b5fAD2l%2Fblobs%2Fhxn9REenF3xTOBSr3eYw%2FDocExport_ButtonNewColumn.png\&width=768\&dpr=4\&quality=100\&sign=9203c06\&sv=2)

### **4) Item recipe: Date integration** <a href="#id-4-item-recipe-date-integration" id="id-4-item-recipe-date-integration"></a>

Example: 1 day after the timeline end date is reached, create a new document based on the DocExport recipe "ProjectReport".

### **5) Item recipe: When item is created** <a href="#id-4-item-recipe-date-integration" id="id-4-item-recipe-date-integration"></a>

Example: As soon as you add an item to your board,  a new document based on your DocExport recipe is created.

## Create monday automation from scratch

You can use the DocExport template in the monday automation builder. This allows more complex automations with multiple conditions.

1. In your monday board, click on **Automate**
2. Click **Create** and Create from scratch
3. Search for **DocExport** in the action section

<figure><img src="/files/zQuFojn87kdOLNcbrSH5" alt=""><figcaption></figcaption></figure>

## DocExport in monday workflows

You can add DocExport as monday workflow action. This allows more complex automations and also multiple templates depending on different conditions.

1. In your monday workflow builder, search for **DocExport**
2. Select **Generate DocExport Document**
3. Select your DocExport template from the dropdown

<figure><img src="/files/mEI9Dq9UHfJceNFWHw7d" alt=""><figcaption></figcaption></figure>

### Limitations

When generating documents for many items at once, the following limits apply per run:

* **Saving to a file column:** up to **200 documents** at once — for more, please generate in batches of 200.
* **Downloading from the board view** (no file column): up to **500 documents** in one go.

Found a bug or hit another limit? [Contact us](https://www.docexport.com/contact/) — we're happy to help.


# Custom Email Templates

Send your PDFs by email and customize the text and subject line with an easy to use editor or using your own HTML code.

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*
{% endhint %}

## Custom Email Templates

You can email all generated PDFs from your monday.com board to the user who created the document or to any email address of your choice.

People columns and email columns are also supported.

By default, all attachments are sent using the standard DocExport email template:

<figure><img src="/files/PECib6w3LwmVBMm4d6UG" alt="" width="375"><figcaption></figcaption></figure>

You want to change the look? No problem! This email can be tailored to you and your needs by adding custom email templates.

**Note:** Custom Email Templates are only available for the DocExport [Professional](https://www.docexport.com/pricing/) plan or any higher plan.

## Add Custom Email Template

1. Open the DocExport view in your monday.com board
2. Go to "More" and click on "Templates"
3. Choose "Add Email template"

<div><figure><img src="/files/HnDOwSfealqC5b7FXGDG" alt=""><figcaption></figcaption></figure> <figure><img src="/files/WsjvT8gwt2xKR87lZqSf" alt=""><figcaption></figcaption></figure></div>

4. Define the name of your email template by clicking on the name field.
5. Customize your email template by entering a custom subject line and defining the email body. You can use the text editor and create your HTML template from scratch or directly copy your HTML code into the email body field by switching to the code view.
6. Edit your template afterwards by clicking on "edit" in the template view.

<figure><img src="/files/9OE7thJ40RI9EOlveUAK" alt=""><figcaption></figcaption></figure>

### **Use placeholders in your templates**

You can also use placeholders in your Custom Email Templates, e.g. if you want to output the name of the document that is attached to the email.

You can use the following placeholders:

`{{Name of Document}}` *-* for the name of the document attached

`{{User.Name}}` *-* name of the user generating the document

`{{Board.Name}}` *-* name of the board you are using while generating the documents

`{{Item.ColumnTitle}}`*-* value from any column, e.g. Text column, Numbers column, Date column, etc.

## **Select and use Email Template**

1\. Generate a document and go to "Actions/Automations".

2\. When selecting to send it via email, you will have a dropdown menu where you can select your custom email template.&#x20;

If you are setting up an automation, the chosen email template will always be used for this particular use case/recipe

<div><figure><img src="/files/YpyMgd24Bou9GPDWjwtt" alt=""><figcaption></figcaption></figure> <figure><img src="/files/191uTZAPKvvXDBxBj6as" alt=""><figcaption></figcaption></figure></div>

## Example email template

Subject: Proposal for `{{Item.Project}}` // `{{Item.Client}}`

Hi `{{Item.Contact}}`,

I hope this email finds you well. Attached, please find the proposal from `{{Item.Date}}` we discussed earlier. I've put together some ideas and details for `{{Item.Project}}`, and I'm excited to hear your thoughts.

Looking forward to discussing it further.

Best regards,\
`{{User.Name}}`

## Custom Email Sender

You can specify a custom 'Email sender name' and custom 'Email sender address':

<figure><img src="/files/dpF7SiQnsoABF0Xqq3s1" alt=""><figcaption></figcaption></figure>

## **Custom Sender from People Column**

You can also use dynamic information from a people column.

Simply add the placeholder `{{Item.People}}` as your 'Email sender name'.&#x20;

If the title of your people column is 'Requester', the placeholder would be `{{Item.Requester}}`.

The 'Email sender address' can be empty and it will take the email address from the people column automatically:

<figure><img src="/files/nRNMoBZoIB4kpZnjjiX1" alt=""><figcaption></figcaption></figure>

## Additional File Attachments

When creating your actions/automations, you can select a file column to attach additional files.

* Generate an "Item Level" document
* Go to "Actions/Automations"
* Select "Advanced Settings"
* Choose the files column which contains the files you want to attach (e.g. additional PDFs, images, etc.)

<figure><img src="/files/aCOT0Qthf00fQm29QYDH" alt=""><figcaption></figcaption></figure>

## Troubleshooting

In some cases, a "Space" or a "Pipe ( | )" is not supported in email placeholders. If you're running into any issues, please modify your placeholders slightly by wrapping the column title between **\["** and **"]**.

**Example:**

Instead of `{{Item.Client Name}}` use `{{Item.["Client Name“]}}`

or if you want to format a date:

Instead of `{{Item.Expiry Date | MM-dd-yyyy}}` use `{{Item.["Expiry Date | MM-dd-yyyy"]}}`

If it still doesn't work, please reach out to our Support Team.


# Triggers

The ‘Triggers’ feature lets you create sharable QR codes or hyperlinks that automate actions on your monday.com boards, such as updating statuses or numbers columns.

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*
{% endhint %}

This allows even people outside your team to handle tasks like inventory updates, event check-ins, quote approvals, and more, all without needing access to the board.

### Some example use cases

**1. Inventory Management**

Place QR codes on product shelves. When scanned, users can input the current stock count, which updates the numbers column on your monday.com board. This keeps inventory levels accurate without needing to access the board or have a user account.

**2. Event Check-ins**

Use QR codes for attendee badges or tickets. Scanning the code automatically updates a status column on your board to mark attendees as “Checked In,” streamlining event management.

**3. Approval Workflows**

Include a hyperlink in an email to clients or stakeholders for quote approvals. Clicking the link updates a status column to “Approved” on your board, simplifying the process without requiring access to the board. Include a second hyperlink to change a status column to "Rejected", and you have a fully automated approval process.

**4. Task Completion in Construction**

Field workers can scan QR codes placed on job sites to mark tasks as “Completed” or update the number of items finished, keeping your project board up to date without needing to access it directly.

**5. Order Fulfillment**

Add a QR code to packing slips. Warehouse staff can scan it to mark an order as “Shipped” or update the quantity of items sent in a numbers column, keeping order statuses updated in real time.

{% hint style="info" %}
**Note:** In this video, you are seeing version 1 of the app. However, the functionality behind the triggers has not changed, so you will still get a good impression of how it works.&#x20;
{% endhint %}

{% embed url="<https://www.youtube.com/watch?v=GZgKfoe4xyI>" %}

## Setting up Triggers and Actions (Status Column)

If you want to change the value of a status column by clicking a link or scanning a QR code, follow these steps to set up the trigger:

1. Open the DocExport view in your monday.com board. Go to "More" and select "Triggers"
2. Click on "Create new Trigger"
3. In this example, we set up a trigger to change the status column "Quote Status" to "Approved"

<figure><img src="/files/v9fDewL0MyxMu8vBtYE6" alt=""><figcaption></figcaption></figure>

By repeating the steps, you can create another trigger for rejecting a quote.

## Setting up Triggers and Actions (Numbers Column)

If you want to change the value of a numbers column by clicking a link or scanning a QR code, follow these steps to set up the trigger:

1. Open the DocExport view in your monday.com board, go to "More" and select "Triggers"
2. Click on "Create new Trigger"
3. In this example, we set up a trigger to update the quantity in a numbers column

<figure><img src="/files/Jb5N6ehOH5J995nOX1e2" alt=""><figcaption></figcaption></figure>

## Adding QR code triggers to templates

1. Open the DocExport view in your monday.com board, go to "More" and select "Triggers"
2. Copy the placeholder for the QR code and insert it into your docx template

Example: `{{Image(100;0):Trigger.Approve Quote}}`

The number "100" in the placeholder defines the width in pixels of your QR code on the final PDF. To make your QR code bigger, simply change this number.&#x20;

<figure><img src="/files/QdLtLEDzUaCBK38PFLS1" alt=""><figcaption></figcaption></figure>

## Include Trigger Links in Email Templates

1. Open the DocExport view in your monday.com board and select "Triggers"
2. Copy the placeholder for the Hyperlink and insert it into your "[Custom Email Template](/features/custom-email-templates)"

<figure><img src="/files/48fwdRAZSU9pl3eiB7VB" alt=""><figcaption></figcaption></figure>

### Insert the Link placeholder in Email templates

1. Open the DocExport view in your monday.com board, go to "More" and select "Email Templates"
2. Click on "Add Email Template", create your text and insert the placeholder as a link:

<figure><img src="/files/oQ8W2tXVfasc335f5qX9" alt=""><figcaption></figcaption></figure>

### Adding a custom button link to your Email Template

If you want to include a clickable button (for example, a trigger link) inside your DocExport email template, you can insert an HTML snippet directly into the email body.\
The button automatically adjusts its width based on the text you provide.

**Example HTML Snippet:**

```
<a href="{{Trigger.Approve Quote}}" 
   style="background-color:#007BFF;
          color:#ffffff;
          padding:10px 20px;
          text-decoration:none;
          border-radius:4px;
          display:inline-block;
          font-family:Arial, sans-serif;
          font-size:14px;">
    Example Text
</a>
```

**How it works:**

* **`href`** controls the button’s destination URL. You can use a URL (e.g. <https://www.docexport.com>) or the Trigger placeholder, like in the example.&#x20;
* The button’s size adjusts automatically according to the label text
* You can replace **Example Text** (button text) with any static or dynamic value from your board
* All styling is inline to ensure compatibility with email clients

This snippet can be copied directly into any DocExport email template ([see here](/features/custom-email-templates))

* Select "Change mode":

<figure><img src="/files/00Bzj4Gf2jXzPvsuSIUg" alt=""><figcaption></figcaption></figure>

* Insert the code snippet and click on "Change mode" again to switch between HTML and Editor view:

<figure><img src="/files/mpmA8ffi9lac2IPZ9IvL" alt=""><figcaption></figcaption></figure>

## FAQs

* **Which monday column types are supported?**\
  "Status" column and "Numbers" column.
* **How many actions are included in my plan?**\
  Currently, actions are unlimited and are included in the [**Professional Plan**](https://www.docexport.com/pricing) and higher tiers.


# eSignatures

The "Signatures" Feature allows you to streamline the process of requesting, tracking, and managing eSignatures directly from your monday.com boards.

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*&#x20;
{% endhint %}

It automates signature workflows, supports multiple signers, signing orders and ensures secure storage of signed documents, making it ideal for a wide range of professional use cases.

## See the eSignature workflow in action

{% embed url="<https://youtu.be/1QlAtOIdOaw?si=lCYBkCgdfhg2Dg6D>" %}

### Some example use cases

**1. Customer Contracts**\
Automatically send agreements to clients and capture their signatures electronically.

**2. Employee Onboarding**\
Use the feature to gather new hire signatures on NDAs or agreements.

**3. Approval Workflows**\
Streamline internal or external document approval processes with status tracking.

**5. Lease Agreements**\
Simplify the process of signing rental or leasing documents directly within monday.com.

<figure><img src="/files/46LplXDkrXoTLMzP1uLw" alt=""><figcaption></figcaption></figure>

## Functionality

#### Key Features

* **Automatic Signature Detection:** Automatically identifies placeholders such as `{{Signature:1}}` , `{{SignatureName:1}}`  and `{{SignatureDate:1}}`  in templates.
* **Multiple Signatures:** Supports multiple signers by leveraging placeholders like `{{Signature:2}}` ,  `{{Signature:3}}` and so on.
* **Status Tracking:** Monitor the status of signature requests with a dedicated "Signature State" column.
* **Legal Compliance and Certificate (Audit Trail):** The final signed files can be legally binding and are non-editable PDFs which include a signature certificate powered by BoldSign.
* **Document Storage:** Automatically store signed documents in monday file column.
* **Customized Branding:** Add logos and customize the signature portal to reflect your brand.
* **Post-Signature Redirection:** Redirect signees to a specified page after signing.
* **Placeholder for Signature Dates:** Use the `{{SignatureDate:1}}` placeholder to automatically include the date when the signature was applied.
* **Revocation of Signature Requests:** Board owners can revoke signature requests when necessary.
* **Configurable Expiry Dates:** Set expiry dates for signature requests to manage timelines effectively.

<figure><img src="/files/HExfIKuYRTnjgABE6sfZ" alt=""><figcaption></figcaption></figure>

## How to get started

1. [Initial set up and authentication](/features/esignatures/initial-setup)
2. [Create and customize signature template](/features/esignatures/create-template) (your document)
3. [Set up eSignature workflow](/features/esignatures/esignature-workflow) (with automations)
4. [Signing a document](/features/esignatures/signing-process)
5. [eSignature Pricing](https://www.docexport.com/purchase-esignature-packs/)


# Initial setup

Follow these steps for the initial set-up and authentication to get started with eSignatures.

{% embed url="<https://youtu.be/vJpoPe9Y4pk?feature=shared&t=382>" %}

### Access the eSignature settings

* Open the DocExport board view
* Click on "More" and "Signatures"

<figure><img src="/files/6fM1IHTpD2jC04u9Gx5d" alt=""><figcaption></figcaption></figure>

### Initial signature settings

* Click on "Signature settings"
* **Upload your company logo**. This will be shown in eSignature emails, in the signing portal and in the "Certificate of Completion" (Audit Log).\
  If no logo is uploaded, the "DocExport" logo will be used by default.
* Define the **days to expire**. How many days should each eSignature request remain valid?
* Define the date format&#x20;

Under **‘Advanced Settings'** you can

* Customize the name that will appear as **the sender** in the eSignature email (optional)
* Define a **Redirect Url** after signing (optional)
* Customize the **colors of the email** (optional)
* Add a **disclaimer**, that the signers see before signing the document (optional)
* Decide how to save or combine the **audit trail** (optional)
* Define **how many reminders** should be sent and **how many days** should be **between** these **reminders** (optional)
* If you are ready, click on "Save"

<figure><img src="/files/i2D9CUJ4QIwBhBGTi2uO" alt=""><figcaption></figcaption></figure>

### Set up sender identity

This is who the eSignature request will appear to come from. Confirm your email to finalize the setup and start sending requests.

* Click on "**Sender identities**"
* Select **"Create new sender identity"**
* Type in the name and the email address of your sender identity you want to use.
* Define the notification settings.
* Click on "Save" and check your email inbox

<figure><img src="/files/lrpDJi53p2chkgWzi4LA" alt=""><figcaption></figcaption></figure>

### Check your inbox and confirm sender identity

You should receive an email from our eSignature provider, "BoldSign", allowing "Tower Apps", the company behind DocExport, to send eSignature requests with your sender identity.

Click on "**Approve Request**" and on "**Approve**" on the website:

<figure><img src="/files/TiCvBmF9VQKiwnsPaICY" alt=""><figcaption></figcaption></figure>

You're almost done!

Go back to the monday.com tab in your browser and click on "**I confirmed the email address**".

<figure><img src="/files/Zl6fGZY2LQhBAiuuG0iE" alt=""><figcaption></figcaption></figure>

Click on the "Back" button to go back to the settings and to download a starter template.

<figure><img src="/files/lLlE6eaBFbAhWBJsmckB" alt=""><figcaption></figcaption></figure>

### Generate starter template

In the next step, you can download a starter template with the correct placeholders.

* Click on "**Generate template**"
* Select the **number of signers** you want to include
* Click on "**Generate template**" to download a docx template (Microsoft Word)
* Open the docx template and make it your own :-)&#x20;

To learn more about customizing and creating a template, check out this help center article:

* [Create and customize template](/features/esignatures/create-template) (your document)

<figure><img src="/files/EgqDk6WXE7IVnVQUcXOY" alt=""><figcaption></figcaption></figure>

This is what the standard template looks like:

<figure><img src="/files/Z19WKfmfaFt5nhaMMgCv" alt=""><figcaption></figcaption></figure>

**Next step:** [Create and customize template](/features/esignatures/create-template) (your document)


# Create template

Learn more about how to create and customize your document. This could be a contract, quote, NDA or whatever needs to be signed.

<figure><img src="/files/yWLvDJnW7CPva8rtBec2" alt=""><figcaption><p>This is an optional starter template</p></figcaption></figure>

### Generate starter template (optional)

For an easy start, you can generate a starter template:

* Click on "**More**" and "**Signatures**"
* Select "**Generate template**"
* Select the **number of signers** you want to include
* Click on "**Generate template**" to download the starter template:

<figure><img src="/files/L6EHmxPEE9MFEHEHOHnH" alt=""><figcaption></figcaption></figure>

### eSignature placeholders <a href="#add-placeholders" id="add-placeholders"></a>

When creating your template, you can use all standard placeholders like {{Item.Name}}, {{Item.Status}} and so on to include information from your board.

* [Learn more about templates](/getting-started/item-level-template)
* [Placeholder directory](/template/placeholder-directory)

In addition, these are the specific placeholders for eSignatures:

**`{{Signature:1}}`** – Placeholder for the actual signature image\
**`{{SignatureName:1}}`** – Name of the signer\
**`{{SignatureDate:1}}`** – Date of signature

If you want to add a **second signer** to the document, simply add these placeholders to your document:

**`{{Signature:2}}`** – Placeholder for the actual signature image\
**`{{SignatureName:2}}`** – Name of the signer\
**`{{SignatureDate:2}}`** – Date of signature

You can also add a third signer with the same logic.

### Initials placeholders <a href="#add-placeholders" id="add-placeholders"></a>

If you want to add "Initials" to your document, use these placeholders:

**`{{SignatureInitials:1}}`** – Initials placeholder for Signer 1\
**`{{SignatureInitials:2}}`** – Initials placeholder for Signer 2 (optional)

You can insert the initials placeholder multiple times in your document. For example, if your contract has five pages, place the initials placeholder on each page.

### Tips for your template <a href="#add-placeholders" id="add-placeholders"></a>

Choose a **large font size** for your  **`{{Signature:1}}`** placeholder. Otherwise, the final image of the signature will appear very small.

We also suggest to make the **`{{SignatureDate:1}}`**  placeholder slightly larger.

Here's an example:

<figure><img src="/files/ZGB6sFuV1TCyFGYKBZm5" alt=""><figcaption></figcaption></figure>

**Next step:** [Set up eSignature workflow](/features/esignatures/esignature-workflow) (with automations)


# eSignature workflow

Learn how to setup the eSignature workflow when you have prepared your template.

### Setup the eSignature workflow in 3 steps:

1. Upload the template and match the signers
2. Define actions
3. Set up automation

### Step 1: Upload the template <a href="#add-placeholders" id="add-placeholders"></a>

* Open the **DocExport board view** and click on the **upload icon**
* Upload your template
* Match the signers on the right side:

Select a name column (e.g. Client Name) and select an email column (e.g. Client Email).

You can also choose a "People" column, and the email address will be pulled automatically from the monday user (e.g. Sales Rep).

Click on the "arrow" icon to add a message for the specific signer (e.g. "Please sign as discussed") or add a custom message for all. This message will show up in the email the signers will receive.&#x20;

If you check "Signing order", the second signer will only receive the email as soon as the first signer has signed. If you leave it unchecked, both signers will receive the signing email at the same time.

<figure><img src="/files/REgkgNg6PYY3TY1IQ2KK" alt=""><figcaption></figcaption></figure>

### Step 2: Define actions <a href="#add-placeholders" id="add-placeholders"></a>

* Click on "**Actions / Automation**"
* Select a **file column** for the **signed PDF** -> the final PDF will be saved to this column
* Select a **file column** for the "**Audit Log**" PDF -> the audit log PDF will be saved to this column. The audit log includes detailed information and time stamps to validate the eSignature (optional)
* Click on "**Setup automation**"

<figure><img src="/files/tys5QQcDZsMhgZSfx8hg" alt=""><figcaption></figcaption></figure>

### Step 3: Setup monday automation <a href="#add-placeholders" id="add-placeholders"></a>

The last step is to setup the automation to trigger the workflow with just a click or a status change.

* Click on "**Integration**" on the top right
* Search for "DocExport" and click on the DocExport logo
* Select your preferred automation. In this example, it's "When status changes to something..."

<figure><img src="/files/C1fi6BrmJ1HyCWEn8BgY" alt=""><figcaption></figcaption></figure>

### First test of automation <a href="#add-placeholders" id="add-placeholders"></a>

Congratulations, everything is set up and ready to go!&#x20;

Open your monday board and trigger the automation to generate and send out the contract for signature.

In our example, change the status to "Send contract".

<figure><img src="/files/SUwLo9Virj8sAtsfa8DC" alt=""><figcaption></figcaption></figure>

**Next step:** [Overview of the signing process](/features/esignatures/signing-process)


# Signing process

In this article, you'll learn what the signing process for the enduser looks like.

### Signature request email

After triggering the [eSignature workflow](/features/esignatures/esignature-workflow), the signer(s) receive this email from our eSignature provider "BoldSign". Your company logo is also embedded:

<figure><img src="/files/RBBCgaqLLLHXKVuwu6Hv" alt=""><figcaption></figcaption></figure>

Click on "Review and Sign" to open the signature portal.

### Signature portal -> signing the document

After clicking on the "Review and Sign" button in the email, the user is redirected to the "BoldSign Signature Portal", which is also branded with your logo and contains a preview of the document with highlighted signature fields:

<figure><img src="/files/XQHLkEfKkivkklT5MyAC" alt=""><figcaption></figcaption></figure>

The signer has multiple options to sign:

* Choose the name with a pre-defined font
* "Draw" the signature (e.g. with tablet, phone,...)
* Upload a scanned image of the signature

After signing, click on "Finish" -> That's it. You'll receive a signing confirmation via email.

### Multiple signers (optional)

If there are multiple signers, the signing experience for the second signer looks similar, already with the first signature visible:

<figure><img src="/files/f5z9muIfWickCNGd31yM" alt=""><figcaption></figcaption></figure>

### Confirmation emails and monday board

After everyone has signed, you will receive a confirmation email with the signed document and an "Audit Log" PDF with time stamps attached.

Both documents are also automatically saved to your monday file column which you defined in the "[eSignature workflow](/features/esignatures/esignature-workflow)" setup:

<figure><img src="/files/n9m7KVNkB44SPOk0evX2" alt=""><figcaption></figcaption></figure>

If you have any questions or need help with the set-up, please reach out to us: [Contact](https://www.docexport.com/contact/)


# eSignature settings

Learn more about the settings for the eSignature feature.

### Change eSignature Date Format

To change the date format for the signing date, follow these steps:

* Open the DocExport board view
* Click on **More** and **Signatures**
* Click on **Signature settings**
* Select the preferred date format from the dropdown menu
* Click on **Save**

This setting will apply to all eSignature requests in your account. No need to change anything in your eSignature document template.

<figure><img src="/files/A3pa9bwexQflSpTmChMR" alt=""><figcaption></figcaption></figure>

### Change eSignature Language

To change the language used in eSignature emails and the eSignature portal, follow these steps:

* Open the DocExport board view
* Click on **More** and **Signatures**
* Click on **Sender Identities**
* Click on the **Edit Icon** for the relevant sender identity
* Change **Language / Locale** to your preferred option and click on **Save**

<div align="left"><figure><img src="/files/HaWcVo5i7tAvwNhbcktu" alt="" width="540"><figcaption></figcaption></figure></div>

The selected language applies only to this sender identity. If you work with multiple languages, you can create additional sender identities for each one.


# Charts & Reports

Create charts and reports based on the data from your monday.com board and output them on your PDF documents.

{% hint style="info" %}
This feature is available in the following plans:\
~~<mark style="background-color:red;">Free</mark>~~ | ~~<mark style="background-color:red;">Standard</mark>~~ | <mark style="background-color:$success;">Professional</mark> | <mark style="background-color:$success;">Enterprise</mark>\
[View pricing and plan details →](https://www.docexport.com/pricing/)
{% endhint %}

## Create Charts & Reports

You can generate charts based on data from your monday.com board by using DocExport. These charts can be output in your document by using specific placeholders.

This article is all about how to generate charts by using DocExport. If you want to learn how to insert them into your documents, [take a look here](https://help.docexport.com/template/charts).

Project Reports? Inventory Overview? Sure, but make it look sexy!

<figure><img src="/files/9p8vYgvYzqZZZPr0DCBx" alt=""><figcaption></figcaption></figure>

**Note:** Charts are only available for the DocExport [Enterprise](https://www.docexport.com/pricing) and [Enterprise Unlimited ](https://www.docexport.com/pricing)plans.

### **Webinar snippet (Charts):**

**Note:** In this video, you are seeing version 1 of the app. However, the functionality behind the charts has not changed, so you will still get a good impression of how it works.

{% embed url="<https://youtu.be/j94ZXKqV8Tw>" %}

### **Generate Charts**

1. Open the DocExport View and got to "More"
2. Click on "Charts" and "Create new chart".
3. Select the type of chart you want to create, e.g. Bar, Pie, Bubble,...\
   If you're not sure yet, you can simply select a type and you'll get a preview of your possible chart.
4. Determine which data you want to display on the X and Y axes. See section "Supported field types" for an overview.
5. Select the calculation function that serves your use case: Sum, Average, Median, Minimum, Maximum.
6. Type in a name for your chart by clicking on the field "New chart". If no name is entered, DocExport will create a name for you.
7. Save your chart.
8. In order to add your charts to your documents, please follow the steps [in this article](/template/charts).

<figure><img src="/files/NLgukGJhQhL3RHP8gHPJ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** All charts generated by DocExport fulfill the purpose of being output on your PDF documents. They do not replace the chart function that monday.com offers.
{% endhint %}

### **Supported field types for charts**

**Chart X axis:**

* People columns
* Status columns (including colors in tables and groups)
* Date columns

**Chart Y axis:**

* Number columns
* Mirror columns
* Formula columns
* \+ "Count items", which adds up the number of items present

### **Example Use Case: Reports**

In this example, charts have been added to an Executive Project Status Report. You can use your generated charts to prepare your reports graphically and display data in an understandable way.

As you can see in this bar chart example, you can also choose two values ​​on the Y axis so that you can compare two values ​​with each other.

<figure><img src="/files/UMFOdvwkyXJJr4yZGcya" alt=""><figcaption></figcaption></figure>


# 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).

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

{% hint style="warning" %}
This option is only available for Board-Level templates. Item-Level templates can’t be shared across boards and must be uploaded separately to each one.
{% endhint %}

## How to share recipes?

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

<figure><img src="/files/qbWa8mW6OyRoz2s88sfS" alt=""><figcaption></figcaption></figure>

All shared recipes will be automatically available in all other boards of the same workspace.&#x20;

Shared recipes are highlighted with a small workspace icon in the list of all 'Templates' under 'More':&#x20;

<figure><img src="/files/yhFbUtDzpEYTQxbSxXCr" alt=""><figcaption></figcaption></figure>

## 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.&#x20;

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


# Merge additional PDFs

The "Merge additional PDFs" option in DocExport allows you to automatically append existing PDF files from a file column to your generated document.

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*
{% endhint %}

This is especially useful when you need to include attachments such as contracts, product sheets, or any other supporting documentation, streamlining your workflow and ensuring everything is delivered in one complete file.

Any PDF stored in the selected file column will be automatically merged at the end of the generated document during export.

## How to set it up?

1. In the DocExport Board view, click on "Actions / Automation"
2. Choose the file column where the generated PDF should be saved.
3. Under "Advanced settings", select the file column that contains the PDFs you want to merge into your generated document.

<figure><img src="/files/HRnP8kmUYicjJHh0YP6Y" alt=""><figcaption></figcaption></figure>

## Example Use Cases

* **Client Submissions via Workforms**\
  When clients upload signed contracts, agreements, or supporting documents through a monday.com workform, those PDFs can be automatically merged with your generated report. This streamlines client handoffs or approvals.
* **Product or Service Documentation**\
  Include brochures, manuals, or technical specifications (uploaded into a file column) with automatically generated proposals or quotes. This ensures clients receive all relevant materials in one professional PDF package.
* **Internal Reports with Attachments**\
  Combine a generated project summary or progress report with attached photos, permits, or scanned forms submitted by team members. This is ideal for construction, field service, or compliance workflows.

## FAQ

**Q: Can multiple PDFs be merged into the generated document?**\
**A:** Yes! If the selected file column contains multiple PDF files, they will all be merged into the final document in the order they appear.

**Q: Can I control the order in which additional PDFs are merged?**\
**A:** Currently, PDFs are merged in the order they are stored in the file column. To control the order, upload them in the desired sequence.

**Q: Where will the additional PDFs appear in the generated document?**\
**A:** All additional PDFs are automatically appended to the end of the generated document.

**Q: Will the merged PDFs retain their original formatting?**\
**A:** Yes, the merged PDFs keep their original layout, styling, and formatting when combined with the generated file. You can even mix different formats (e.g. A4 + A5) and also different orientations (Landscape/Portrait).


# User Permissions

Advanced permissions and restriction settings. Restrict who can download and generate new documents for different user roles like Board Owners, Board Members and Guests.

{% hint style="info" %}
This feature is available in the following plans:\
~~<mark style="background-color:red;">Free</mark>~~ | <mark style="background-color:$success;">Standard</mark> | <mark style="background-color:$success;">Professional</mark> | <mark style="background-color:$success;">Enterprise</mark>\
[View pricing and plan details →](https://www.docexport.com/pricing/)
{% endhint %}

## Restrict permissions for different user roles

By **default**, the permissions in DocExport are set to:

**Generate new recipes/templates:** Board Owners and Admins\
**Read and download documents:** Board Members\
**Restricted:** Viewers and Guests

With custom user permissions, you can set individual user permissions per role.

&#x20;

**Options:**

**1. Define who can read and download documents:**

* Only Board Owners and Admins
* Board Members
* Board Members and Guests

**2. Define who can generate new documents:**

* Only Board Owners and Admins
* Board Members
* Board Members and Guests

Permissions for reading/downloading and generating can be set individually.

## Where to find the settings?

In any DocExport board view, click on the settings icon and on 'Go To App Settings'

<figure><img src="/files/5yXHfolL7BnFyOQ293Mb" alt=""><figcaption></figcaption></figure>

You can now define which user roles are allowed to read/download documents from the DocExport board view and which are allowed to generate new document templates/recipes.

<figure><img src="/files/XSObZEjOOia55h5xhun0" alt=""><figcaption></figcaption></figure>

**Please note:** users can still generate documents via automation if you create an integration/automation (e.g. 'When Status changes, generate document').

The setting above restricts users from creating new templates and/or recipes for document generation.

monday.com file columns are not part of the DocExport restriction. For example: if your item-level recipe saves a PDF to a file column and you want to restrict it to a specific user role, you need to restrict the [column permissions via monday.com](https://support.monday.com/hc/en-us/articles/360011926640-Column-permissions)


# Conditional Actions

Generate documents based on a condition. Example: Create course certificates with individual templates for different course types on the same board.

In the following example, we want to create course certificates based on the course type. Each course type has a different template.

<figure><img src="/files/hFxBPrGtgGppQcawaPU3" alt=""><figcaption></figcaption></figure>

### **Setting up the recipes**

1. Generate an [Item-level](/getting-started/item-level-template) document and go to 'Actions/Automations' to define an action.
2. When defining the actions for your automation, click on 'Advanced settings' and select the status column for the condition.\
   In our example, the status column is called 'Course', and the label is 'Course A'\
   Note: Currently, only the 'Status' column is supported.
3. We only want to execute the automations/integrations for this action when this condition is met
4. Repeat the steps for the other conditions (e.g. Course B, Course C,...) as well

<figure><img src="/files/dRB2CsgnUzQ4aB381VZJ" alt=""><figcaption></figcaption></figure>

### **One action per condition**

The end result is one template and one action/automation per condition.

**List of templates:**

<figure><img src="/files/jrOgercMZYnxqBJtFcuN" alt=""><figcaption></figcaption></figure>

### **Set up the automations/integrations**

The last step is to set up the [automations](https://help.docexport.com/features/automations) to trigger the actions.

In our example, we want to trigger the automation as soon as the status changes to 'Done'.

We need one automation per recipe:

<figure><img src="/files/HcrmslPxoMGCyRGEWdLi" alt=""><figcaption></figcaption></figure>


# Dynamic Tables

Create tables directly in the app and insert them into your documents by simply using a placeholder.

{% embed url="<https://youtu.be/TdBTKctKgMg?si=lFrVTtI5-IvqnBQz&t=830>" %}

## What is a table?

We are talking about a table in which we automatically output a list of all items and/or sub-items of a monday.com board.

To do so, you only need two rows - no matter the number of items/sub-items: one for the headings and one for the placeholders. The second row will automatically replicate itself by the number of items/sub-items in the exported PDF. This structure outputs a loop across the entire board and can thus retrieve all items and output them on the document.

In comparison to a table in which individual content is written in each row, these are dynamic tables that work with placeholders.

## Create a new table

Instead of building tables from scratch in Microsoft Word, you can define tables directly in the DocExport app and insert them into your document by using a placeholder or by copy and paste.

1. Open the DocExport View and go to **"More"**
2. Click on **"Tables"** and **"Create a new table"**
3. **Click on the "Table Name" field** to insert a custom name for your table. If no name is entered, DocExport will create a name for you.
4. **Select the data source:**\
   a) Items: includes all items from the whole board\
   b) Items in one group: includes items from a specific group, that you can choose
5. **Define grouping:** group your items by the groups from your board or by status.\
   You can also display sums for each group
6. **Apply filter**: you can apply the board filter, that you are currently using
7. **Select the columns** you want to display in the table.
8. **Define advanced settings:**\
   a) Sort by: sort your items by order of the board or other columns you use
9. **Save your table**.
10. In order to add your table to your documents, please follow the steps in the next section.

<figure><img src="/files/mWf3jWbYHQvKRGlA3V4v" alt=""><figcaption></figcaption></figure>

## How to use the table

You can use the table definition you just created in two ways:

### **Option 1: Insert the placeholder for the table into your Word template, in this case `{{Table:Items Effort by Group}}`**

<figure><img src="/files/TJkDv7pS9IWYDv2HaFjY" alt=""><figcaption></figcaption></figure>

For each table a specific placeholder is generated. You'll find the name of the placeholder next to the name of your table. This means that the whole table you defined (incl. groups) can be displayed by only inserting this placeholder into your template.&#x20;

This is what it looks like on your template:

<figure><img src="/files/DKiVDPggQAw8ruWApLOp" alt=""><figcaption></figcaption></figure>

And this is the result on the final PDF:

<figure><img src="/files/eYoatK8ewu3JEtxdDzl5" alt=""><figcaption></figcaption></figure>

### **Option 2: Copy & paste the table definition into your own Word template.**

You can also download the entire table definition in Microsoft Word format and copy it into your own Word template. This gives you the opportunity to customize the design of the table.

1. Click on the download button.

<figure><img src="/files/ziGmRmQxdkKBiPKFt1Ou" alt=""><figcaption></figcaption></figure>

2. Open the file and copy the table definition part between the dashed lines into your own Word template

<figure><img src="/files/40YpSxBk2zpiGZmZ1Of2" alt=""><figcaption></figcaption></figure>

3. Using the entire table definition instead of only the placeholder gives you the opportunity to customize the table. This is an example of how the pasted but customized table definition could look like in a template:

<figure><img src="/files/HPP5ZJc2vZr0EZaBILTR" alt=""><figcaption></figcaption></figure>


# Custom File Name

Define a custom file name for each exported file. This gives you full control over how your documents are named and organized.

{% hint style="info" %}
If you do not define a custom file name, your *item level documents* will automatically take the **item name** from your board, and your *board level documents* will automatically take the **board name**.
{% endhint %}

## Define a custom file name

DocExport allows you to define a **custom file name** for each exported file. By using placeholders, you can make file naming fully **dynamic**, so that the output automatically adapts to the document’s content or the export date.&#x20;

### **Here´s how:**

1. Click on '**Actions/Automations**'.
2. In the section '**Document settings**' you will find the option '**File name for the document**'.

<div><figure><img src="/files/X9JQpULkuhL4CEnc2y4m" alt=""><figcaption></figcaption></figure> <figure><img src="/files/IioRld4NhQiKWNZS4Vfe" alt=""><figcaption></figcaption></figure></div>

### 1. Add Plain Text

You can use plain text for your file names, e.g. 'Project Status Report' or 'Quote'

### **2. Use Placeholders**

You can use placeholders in your file names, that are replaced with dynamic information, such as:

* `{{Item.Name}}` → Inserts the item name
* `{{Board.Name}}` → Inserts the board name
* `{{Today}}` → Inserts the current date. By default, the format of the date depends on the language/ country setting in your monday.com account. But you can easily change the format of your dates in your file names. [Learn more](https://help.docexport.com/template/customization/format-date-and-time) about date formatting.<br>

If you click on the **three dots** next to the input field, you will see a selection of popular placeholders for the file name. From there, you can also copy the placeholders directly into your field.

<figure><img src="/files/CTmYlqF1Ft7nxy2tPupH" alt=""><figcaption></figcaption></figure>

But you can also use **any other placeholder** that you normally use in your documents, e.g. `{{Item.Owner}}` . [Learn more about placeholders](/template/placeholder-directory)

### **3. Combine text and placeholders**

You can also freely mix static text with dynamic placeholder fields.

* Example: `Quote for {{Item.Name}} from {{Today}}`<br>

<figure><img src="/files/E2muf3idsdWnHJ9szeb6" alt=""><figcaption></figcaption></figure>

* Result: `Quote for New York Office Extension from 15.09.2025`

<div align="left"><figure><img src="/files/mPMLx6crJgY4DG23wVtB" alt=""><figcaption></figcaption></figure></div>

This makes it easy to create consistent file names that automatically adapt based on the document content or export date.


# Additional Files from file column

Attach extra files from your board’s file columns to your emails.

With the **Additional Files from File Column** feature, you can attach extra files from your board directly to the emails that are sent via DocExport. This gives you more flexibility when sharing documents with your team or clients.

## How to set it up?

1. Generate an item level document.
2. Click on **'Actions / Automation'.**
3. Select '**Send via email to email address(es) in column: Select an email column'.** The option will only show, if you select this action.
4. Under **'Advanced settings'**, you will now find the option **'Additionally attach files to emails from: file column'**
5. In the dropdown, **select the file column** that contains the files you want to include.
6. When the action/ automation runs, the selected **file from the file column will be sent as an additional attachement**, alongside the generated PDF from DocExport.

<figure><img src="/files/LPtIycAxevJLETHZ5DHd" alt=""><figcaption></figcaption></figure>

### Merging PDFs

If you prefer, you also have the option to **merge both PDFs into one single file** before sending.\
To do this, simply use the [**Merge function**](/features/merge-additional-pdfs).


# Column ID (Dev Mode)

If you have trouble populating columns (e.g. too long titles or special characters), you can use the column ID instead.

## How to get the column ID

Instead of using the column title for a placeholder, you can also use the unique column ID.

**`{{Column_ID}}`** instead of **`{{Column Title}}`**

### **Activate developer mode**

1. Click on the top right corner to open the context menu
2. Select 'monday.labs'

<figure><img src="/files/WYhHRV5QvYZQcrYhWiSu" alt="" width="227"><figcaption></figcaption></figure>

3. Search for 'dev' and activate the 'Developer Mode'

<figure><img src="/files/l6AZ1meps6nT2k4lqDGO" alt="" width="372"><figcaption></figcaption></figure>

Open your board and click on any column settings to see the column ID:

<figure><img src="/files/MEwJuEkmsrfl3It1DkUh" alt=""><figcaption></figcaption></figure>

If you click on the column ID, the ID will be copied. You can now use this column ID to create a placeholder for your docx template.

In this example, the placeholder would be **`{{numbers__1}}`** instead of **`{{Price}}`**

***Note:** this workaround is only necessary if some placeholders don't populate.*\
*This could be the case if you're using special characters or too-long column titles (e.g. from a monday form)*


# App Permission

DocExport needs access to source boards if you're using mirror columns or formulas which load data from other boards in different workspaces.

## How to grant Workspace permission

Click on the DocExport Board view on any board.

Click on the 'Settings' Icon and on 'Go to App Settings':

<figure><img src="/files/5yXHfolL7BnFyOQ293Mb" alt=""><figcaption></figcaption></figure>

Click on the 'App Management' tab, select the 'All Workspaces' option and click on 'Save':

<figure><img src="/files/v36VD7tAO6FFI6BIAYaU" alt=""><figcaption></figcaption></figure>

That's it. From now on, DocExport can load data from mirror columns and connected boards, even if they are in a different workspace.


# Authorize App

By default, our system uses short-lived API tokens for generating documents, which work well for most use cases.

However, if you encounter issues with **exporting large or complex documents**, it may be necessary to authorize DocExport to ensure the process completes successfully without running into a time-out.

This ensures that the document generation process has the extended permissions and resources required for handling more demanding export tasks.

## How to authorize DocExport

* Click on the 'DocExport v2' Board view on any board.
* Click on 'More' and on 'Subscription'
* Click on 'Authorize App'

<figure><img src="/files/Iv4YHRdQiCPzmQdZuZ1f" alt=""><figcaption></figcaption></figure>

That's it! From now on, DocExport will no longer experience time-outs during the document generation process. If you encounter any further issues, please contact our support team.


# Additional App Settings


# Allow text columns as email recipient

By default, **DocExport** uses **Email Columns** in your monday.com board to determine who receives generated documents.

However, if your workflow stores email addresses in a **Text Column** instead, you can enable an option to allow those columns to be used as valid recipients and display them as selectable options when choosing your recipient column.

{% hint style="warning" %}
When this option is active, **all text columns** in your board will appear in the dropdown list for recipients, not just the ones that actually contain emails.

This can quickly become **cluttered or confusing**, especially on boards with many text columns. For best results and cleaner configuration, we strongly **recommend using Email Columns** whenever possible.
{% endhint %}

## How to enable "Allow Text Columns for Email Recipients"

1. Open your monday.com board and open the DocExport App View.
2. Select **'Settings'** and go to **'App Settings'.**\
   ***Note:** The first time you open App Settings, the Pricing page may appear. Simply close it and click 'App Settings' again.*
3. Scroll down to the **'Advanced settings'** section.
4. Enable the option **'Allow text columns for email recipients'**.
5. Once enabled, all text columns in your board will appear in the recipient dropdown inside DocExport.

<figure><img src="/files/XsUsIGJ5zdYdj1WZT8tZ" alt=""><figcaption></figcaption></figure>

### Multiple Email Addresses

You can also include **multiple recipients** in a single text cell by separating the addresses with semicolons (;).&#x20;

**Example:**&#x20;

```
hi@towerapps.com;support@towerapps.com
```


# Board level templates in item level automation

By default, DocExport doesn't show board-level templates in item-level automation triggers. Item-level triggers, such as "Status change," are related to the item on which the automation is triggered. &#x20;

To avoid any confusion, it's deactivated by default.

However, if you need it for a specific use case, you can activate it.

## How to enable "Board-level templates can be used in item-level automations"

1. Open your monday.com board and open the DocExport App View.
2. Select **'Settings' (⚙️)**&#x61;nd go to **'App Settings'.**\
   ***Note:** The first time you open App Settings, the Pricing page may appear. Simply close it and click 'App Settings' again.*
3. Scroll down to the **'Advanced settings'** section.
4. Enable the option **'Board level recipes can be used in item level monday automations'**.
5. Click on 'Save'
6. Once enabled, the board-level templates should show up when setting up an automation.

<figure><img src="/files/6fjMVOtDMBpWbusXY67B" alt=""><figcaption></figcaption></figure>