How to use docotive

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.

The prerequisite requirements to install docotive to have an account on Monday.com. If you don’t have one than don’t worry you can always create 14 days free trial account on Monday.com and second is you need word processing software to create / edit / customize documents in Microsoft Word(.docx) format.

Let's get started to see how docotive works in few easy steps.

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Step 1

Install docotive

Install docotive

Install docotive to generate, customize, edit, and produce data driven professionally beautifully designed documents.

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Step 2

Get Template

Get Template

Get your template ready. Use docotive's per-built templates or can design from scratch with docotive's Template Builder.

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Step 3

Integration Recipe

Integration Recipe

Generate documents on clicking a single button from your table. It is based on single row of data i.e. single entity.

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Step 4

Generate Documents

Generate Documents

docotive is loaded with enormous features that allows user to generate, customize, edit, and share data driven documents.

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Step 5

Share Documents

Share Documents

Share your professionally generated documents with board owners, subscribers, clients, vendors or anyone else.

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