Generate default entity documents

Once your Board is all set and docotive view is installed with docotive's integration recipe. you are all set to generate entity document

• a : Goto docotive view and click “Settings” tab and select “Document Format”
• b : Give unique name to the generated entity document by enabling the option “Use column value for entity document name prefix?” and select column name from dropdown to be prefixed to the name of the document.
• c : Enable the options in your preferred format i.e. .doc or .pdf or both and click “Save Settings”
• d : Goto "Main Table" and click “Generate documents” button to generate documents against the row(items) for which you want document. There is an integration recipe to the button. Click here to see how to add integration recipe.

The generated document will show under “Documents” tab in docotive’s view OR in the file column in the main table only if you have created it and linked it. Click here to learn add file columns to store generated files in the table as well

Generate entity documents with the help of Template builder

Once your Board is all set and docotive view is installed. Click docotive view and select "Template Builder" button.

• a : Select Template type from the dropdown. In this case it is Entity Template.
• b : Design your template simply by selecting placeholders from the dropdown and clicking “Insert” button. Click here to learn more on Template Builder.
• c : Click “Save Template” to save it for future use in the docotive’s Template Builder.Clicking “Use Template” will allow you to download template on your computer and it will also save it on docotive view ready to generate documents
• d : Goto docotive view and click “Settings” tab and select “Document Format”.

• e : Give unique name to the generated entity document by enabling the option “Use column value for entity document name prefix?” and select column name from dropdown to be prefixed to the name of the document.
• f : Enable the options in your preferred format i.e. .doc or .pdf or both and click “Save Settings”
• g : Goto "Main Table" and click “Generate documents” button to generate documents against the row(items) for which you want document. There is an integration recipe to the button. Click here to see how to add integration recipe.

The generated document will show under “Documents” tab in docotive’s view OR in the file column in the main table only if you have created it and linked it. Click here to learn add file columns to store generated files in the table as well

Generate entity document by customizing word template

Once your Board is all set and docotive view is installed with docotive's integration recipe. you are all set to generate entity document

• a : Goto docotive view and click “Settings” tab and select “Placeholders” from left menu.
• b : Copy placeholder one by one and paste it to the .doc file and save your word documents on your computer
• c : Goto docotive view and click “Settings” tab and select “Document Format”.
• d : Give unique name to the generated entity document by enabling the option “Use column value for entity document name prefix?” and select column name from dropdown to be prefixed to the name of the document

• e : Enable the options in your preferred format i.e. .doc or .pdf or both and click "Save Settings"
• f : Goto “Main Table” and click “Generate documents” button to generate documents against the row(items) for which you want document. There is an integration recipe to the button. Click here to see how to add integration recipe.

The generated document will show under “Documents” tab in docotive’s view OR in the file column in the main table only if you have created it and linked it. Click here to learn add file columns to store generated files in the table as well