Install docotive in monday.com
Installing docotive takes just a few clicks, and once it’s set up, you’ll be ready to create, automate, and manage documents directly from your monday.com boards. Follow this step-by-step tutorial to get started.
Video Tutorial
Want to see the installation process in action? Watch our quick installation tutorial on YouTube.
- Log in to your monday.com account.
- On the left-hand sidebar, scroll down to find the Apps Marketplace.
- Click to open it.
Tip: You can also access the Marketplace from your profile menu in the bottom-left corner.
- In the Marketplace search bar, type “docotive.”
- The docotive app will appear in the results.
- Click on the app to open its details page.
- On the docotive app page, click the Install App button.
- You’ll be asked how and where you’d like to install it:
- Option1: Start with a template Use docotive’s pre-built template that includes Board, Sample Data in the Main Table, Word Template and a quick guide with it.
- — OR —
- Option 2 : Start with your own workspace. Add app to your existing workspace so you can benefit from new capabilities.
- Option1: Start with a template Use docotive’s pre-built template that includes Board, Sample Data in the Main Table, Word Template and a quick guide with it.
- Confirm the installation.
- During setup, docotive may request certain permissions so it can generate documents from monday.com boards by accessing your board’s data.
- Click Authorize to continue.
Once installed, Go to Board or Workspace you selected to install on. You’ll now see docotive view on the selected board under the workspace.
From here you are ready to start working with docotive
- Select board from your workspace in monday.com account
- Click “+” next to Main Table to add docotive app
- Select “Apps” from the dropdown options
- Select “docotive” app.
Note: You can add as many docotive views to your single board, each with different settings and templates to generate different documents.
Generate test document
- Goto docotive app
- Select “Documents” tab from the top menu
- Click “Generate” Button
It will generate a default List document in the pdf format that displays the first four columns and their values in a table format.
You can control which columns appear in the list by selecting ‘Table Columns’ from docotive’s “Settings” tab and checking the column names you want to include in your documents. By default, all column names are selected.
