docotive-Generate documents

setup delivery settings

Goto docotive view - Settings - Select “Delivery Settings” from left menu
“Send generated documents as an attachment by email” Enabling this option will send the generated documents by email to the one who generated it i.e. Monday.com account holder. When user will click "Generate document" button on docotive view or button on the "Main Table" with integrated integration recipe to the individual record
"Don't send email to user himself" Enabling this option will not send the generated documents by email to the one who generated it i.e. Monday.com account holder.

“Send generated documents to all board subscribers as an attachment by email” Enabling this option will send generated document as an email to board subscribers
Select the column names from dropdown Selecting column name from the dropdown will allow docotive to send generated documents to those columns e.g. column name can be of email ids of external person as vendors, clients or anyone who is not using monday.com
Save Settings Click "Save Settings" button to save your updates.

1 : You can customise your own email and can share documents to anyone. Click here to see how to customize email.
2 : You can share generated documents on Google drive. Click here to see how it’s done.
3 : You can make changes in the “File Settings” to store the generated document in the “Main Table”. Click here to see how to do it.

Delivery Settings