# DocExport ## DocExport - [Welcome](https://help.docexport.com/getting-started/welcome.md): At DocExport, we aim for the easiest way to generate, save, and download PDF or docx Documents from your monday.com boards. - [Installation](https://help.docexport.com/getting-started/installation.md): Getting started in just a few minutes with pre-made workspace templates - [Create Templates](https://help.docexport.com/getting-started/create-templates.md): Create any type of document you need, with fully customizable templates and your own branding. The only limit is your imagination. - [Item Level Template](https://help.docexport.com/getting-started/create-templates/item-level-template.md): Create a document that includes the information of a specific item of your board. - [Board Level Template](https://help.docexport.com/getting-started/create-templates/board-level-template.md): Create a document that includes the information of a whole board in a table view. - [Subitem Level Template](https://help.docexport.com/getting-started/create-templates/subitem-level-template.md): Create a document that includes the information of a specific subitem of your board. - [Generate documents](https://help.docexport.com/getting-started/generate-documents.md): Generate any document you can think of and get an instant preview of it. - [PDF Download in Item Card](https://help.docexport.com/getting-started/pdf-download-in-item-card.md) - [How DocExport works](https://help.docexport.com/getting-started/how-docexport-works.md) - [Item Level vs. Board Level](https://help.docexport.com/getting-started/item-level-vs.-board-level.md) - [Item Level from A-Z](https://help.docexport.com/getting-started/item-level-from-a-z.md) - [Board Level from A-Z](https://help.docexport.com/getting-started/board-level-from-a-z.md) - [Placeholder Directory](https://help.docexport.com/template/placeholder-directory.md): 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. - [Charts](https://help.docexport.com/template/charts.md): Create charts from your monday.com board and insert them into your document. - [Formulas](https://help.docexport.com/template/formulas.md): You are using formula columns in your Monday.com boards? Then simply output them on your PDF documents as well. - [QR Code](https://help.docexport.com/template/qr-code.md): Create QR codes in your documents with links to the board or the specific item. - [1D Barcode](https://help.docexport.com/template/1d-barcode.md): Generating a 1D barcode in your .docx template - [Customization](https://help.docexport.com/template/customization.md) - [Colors](https://help.docexport.com/template/customization/colors.md): Poppin´ colors? No problem! Pimp up your project reports and add the colors from your monday.com board to your groups and statuses. - [Custom Fonts](https://help.docexport.com/template/customization/custom-fonts.md): 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. - [Format date & time](https://help.docexport.com/template/customization/format-date-and-time.md): Operating in different countries and languages? Display your time and date columns in a format that suits you best! - [Format numbers](https://help.docexport.com/template/customization/format-numbers.md): Numbers everywhere? Have them displayed in the format that suits you best! - [Images](https://help.docexport.com/template/images.md): Insert your user photo or images from your monday.com board into your document. - [Item Updates](https://help.docexport.com/template/item-updates.md): Create tables with your item updates on your documents. Example use case: meeting notes and communication on item level. - [Mirror Columns](https://help.docexport.com/template/mirror-columns.md): Making your life easier by using Mirror Columns? Good news: You can output them just as easily on your document! - [Numbering](https://help.docexport.com/template/numbering.md): Number your items on your documents by adding a single placeholder. Sounds super easy? It is! - [Subitem Table](https://help.docexport.com/template/subitem-table.md): 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. - [Items from other Boards](https://help.docexport.com/template/items-from-other-boards.md): Include items from other boards in your documents using 'Connect'-Columns' - [Loading Tables from Boards via Board-ID](https://help.docexport.com/template/loading-tables-from-boards-via-board-id.md): Insert tables from any board into your document by loading them via the Board-ID - [Board Level Filter](https://help.docexport.com/template/board-level-filter.md): 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) - [Advanced Filtering](https://help.docexport.com/template/advanced-filtering.md): Advanced filtering is necessary if you want to filter for some special columns or subitems and include the conditions in your templates. - [Custom Filter and Sorting Rules with Base64](https://help.docexport.com/template/advanced-filtering/custom-filter-and-sorting-rules-with-base64.md): 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. - [Sort by](https://help.docexport.com/template/sort-by.md): 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. - [Advanced Options](https://help.docexport.com/template/advanced-options.md) - [Microsoft Word Formulas](https://help.docexport.com/template/advanced-options/microsoft-word-formulas.md): How to use Microsoft Word Formulas for advanced Calculations in Templates. - [Page Break](https://help.docexport.com/template/advanced-options/page-break.md): Add a page break at the end of your table to make each item start on a new page - [Group By](https://help.docexport.com/template/advanced-options/group-by.md): How to group output in Word Templates using Custom Placeholders - [Repeat Table Header on new page](https://help.docexport.com/template/advanced-options/repeat-table-header-on-new-page.md): Carry over the column headers of a table onto the following pages in Microsoft word. - [Hide default templates](https://help.docexport.com/template/advanced-options/hide-default-templates.md): In this article, you will learn how to hide the default templates from the DocExport start page dropdown. - [Actions](https://help.docexport.com/features/actions.md): 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. - [Automations](https://help.docexport.com/features/automations.md): Use automations to generate PDFs on auto-pilot - [Custom Email Templates](https://help.docexport.com/features/custom-email-templates.md): Send your PDFs by email and customize the text and subject line with an easy to use editor or using your own HTML code. - [Triggers](https://help.docexport.com/features/triggers.md): 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. - [eSignatures](https://help.docexport.com/features/esignatures.md): The "Signatures" Feature allows you to streamline the process of requesting, tracking, and managing eSignatures directly from your monday.com boards. - [Initial setup](https://help.docexport.com/features/esignatures/initial-setup.md): Follow these steps for the initial set-up and authentication to get started with eSignatures. - [Create template](https://help.docexport.com/features/esignatures/create-template.md): Learn more about how to create and customize your document. This could be a contract, quote, NDA or whatever needs to be signed. - [eSignature workflow](https://help.docexport.com/features/esignatures/esignature-workflow.md): Learn how to setup the eSignature workflow when you have prepared your template. - [Signing process](https://help.docexport.com/features/esignatures/signing-process.md): In this article, you'll learn what the signing process for the enduser looks like. - [eSignature settings](https://help.docexport.com/features/esignatures/esignature-settings.md): Learn more about the settings for the eSignature feature. - [Charts & Reports](https://help.docexport.com/features/charts-and-reports.md): Create charts and reports based on the data from your monday.com board and output them on your PDF documents. - [Share Recipes and Templates](https://help.docexport.com/features/share-recipes-and-templates.md): Share recipes and templates within a workspace. Useful, if you're duplicating boards or using board templates (e.g. single project templates). - [Merge additional PDFs](https://help.docexport.com/features/merge-additional-pdfs.md): The "Merge additional PDFs" option in DocExport allows you to automatically append existing PDF files from a file column to your generated document. - [User Permissions](https://help.docexport.com/features/user-permissions.md): Advanced permissions and restriction settings. Restrict who can download and generate new documents for different user roles like Board Owners, Board Members and Guests. - [Conditional Actions](https://help.docexport.com/features/conditional-actions.md): Generate documents based on a condition. Example: Create course certificates with individual templates for different course types on the same board. - [Dynamic Tables](https://help.docexport.com/features/dynamic-tables.md): Create tables directly in the app and insert them into your documents by simply using a placeholder. - [Custom File Name](https://help.docexport.com/features/custom-file-name.md): Define a custom file name for each exported file. This gives you full control over how your documents are named and organized. - [Additional Files from file column](https://help.docexport.com/features/additional-files-from-file-column.md): Attach extra files from your board’s file columns to your emails. - [Column ID (Dev Mode)](https://help.docexport.com/troubleshooting/column-id-dev-mode.md): If you have trouble populating columns (e.g. too long titles or special characters), you can use the column ID instead. - [App Permission](https://help.docexport.com/troubleshooting/app-permission.md): DocExport needs access to source boards if you're using mirror columns or formulas which load data from other boards in different workspaces. - [Authorize App](https://help.docexport.com/troubleshooting/authorize-app.md): By default, our system uses short-lived API tokens for generating documents, which work well for most use cases. - [Additional App Settings](https://help.docexport.com/troubleshooting/additional-app-settings.md) - [Allow text columns as email recipient](https://help.docexport.com/troubleshooting/additional-app-settings/allow-text-columns-as-email-recipient.md) - [Board level templates in item level automation](https://help.docexport.com/troubleshooting/additional-app-settings/board-level-templates-in-item-level-automation.md) --- # Agent Instructions This documentation is published with GitBook. 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