Generate List Documents

A List documents are designed for showcasing a collection of items in an organized table manner

Before you start to generate documents you must have following things ready.

  • 1 : You must have your template ready. If you don't have one click here to get template
  • 2 : You must have docotive view installed. If you havn't installed yet don't worry. click here to install it
  • 3 : Get your Monday.com board ready. If you are unsure about what and how to do. Simply click here to guide you on adding and setting up board.

Upload Word Template

Upload Template
  • a : Go to docotive view
  • b : Click on the number sequence indicated in the image i.e. Click - Settings -> Document Format -> Upload Template -> Save Settings
It will save the Microsoft Word template in the docotive view. Hoorey! you are all ready to generate documents be it manually or through automation(docotive's integration recipes).

If you are not happy with the Word template than Click "Reset to default" button to delete your uploded Word template and it will automatically reset to docotive's entity Word template.

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Different scenarios where you can generate list documents

Generate default list documents

Once your Board is all set and docotive view is installed.

  • a : Goto “Settings” tab from the top menu and select “Table Columns” from the left menu
  • b : Select the columns(fields) that you want to show in the list generated document and click “Save Settings”
  • c : Select “Document Format” from the left menu and name your document as you want
  • d : Enable the options in your preferred format i.e. .doc or .pdf or both click “Save Settings”
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Generate document by clicking “Generate Document” from the top menu in the docotive view. The generated document will show under “Documents” tab in docotive’s view

Generate list document from selected rows

Once your Board is all set and docotive view is installed. Click docotive view

  • a : Goto “Main Table” and add column “Checkbox”. Tick the checkbox column against rows that you want to get listed
  • b : Goto docotive view and click “Filter”. Select the column “Checkbox” from the dropdown and select condition as “is checked”. Click “Save to this view”
  • c : Goto “Settings” tab on docotive's top menu and select “Table Columns” from the left menu. Select the columns that you want to list and click “Save Settings”
  • d : Select “Document Format” from the left menu and name your document. Select format options as per your need i.e. .doc or .pdf or both and click “Save Settings”
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Generate document by clicking “Generate Document” from the top menu in the docotive view. The generated document will show under “Documents” tab in docotive’s view

Generate list 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 List Template.
  • b : Select Placeholder from the dropdown as per your requirements
  • c : Click “Use Template” button. It will save the template as Microsoft Word document on the computer and as well as in docotive’s view
  • d : Goto docotive view and click “Settings” tab on top menu and select “Table Columns” from the left menu. Select the columns that you want to list and click "Save Settings"
  • e : Select “Document Format” from the left menu and name your document. Select format options as per your need i.e. .doc or .pdf or both and click “Save Settings”
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Generate document by clicking “Generate Document” from the top menu in the docotive view. The generated document will show under “Documents” tab in docotive’s view

Generate list document by customizing word template

Once your Board is all set and docotive view is installed. Click docotive view to customize your template as per your needs.

  • a : Click “Settings” tab and select “Placeholders” from left menu. Simply copy placeholders from docotive view and paste it to the Word document.
  • b : Save Word document on your computer
  • c : Goto “Settings” tab on docotive's top menu and select “Table Columns” from the left menu. Select the columns that you want to list and click “Save Settings”
  • d : Upload your customized Word template by clicking “Upload template” button corresponding to the List Template
  • d : Select “Document Format” from the left menu and name your document. Select format options as per your need i.e. .doc or .pdf or both and click “Save Settings”
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Generate document by clicking “Generate Document” from the top menu in the docotive view. The generated document will show under “Documents” tab in docotive’s view

Customize List Template

docotive offers flexibility in template layouts. Users have the option to employ their own customized layout defined within the template to display multiple items and subitems in user defined layout rather than using a table layout.Click to learn more

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