docotive - Generate documents

docotive Settings

docotive allows users to generate, customize, edit, and produce data driven documents. It automates your document generation by getting rid of paperwork and transforming data into beautifully designed document that you can send and share anywhere anytime.

In this section, you will discover how to configure numerous parameters within the Settings tab of docotive. To begin, just click on the "Settings" tab on the top menu in the docotive view.

Let's have a walk to docotive settings

Select the Settings tab on your docotive view to set as many parameters as you like.

Document Placeholders

Placeholders fetch data from monday board and display it on the user generated template.

Learn more

Table Columns

Table columns are used to Generate List document with columns of your choice from monday board

Learn more.

Subitems Columns

Generate Entity document i.e. show an individual record with subitems in it

Learn more.

Document Format

Upload Microsoft Word template to docotive view and give name to it. You can even select the format of generated document as .pdf or .docx.

Learn more.

Delivery Settings

Define the way for sharing / delivering professionally generated documents from your email account.

Learn more.

Email Settings

Design a custom email. You can add subject, your own body and your own signatures.

Learn more.

File Settings

Send additional files / images / documents along with generated documents.

Learn more.

Google Drive

docotive comes with native drive integration. You don’t need any third party tool.

Learn more.