Table of contents
Step1. Add a docutus view to your monday.com board
Step3. Checking the number of documents generated.
Appendix
docutus Templates ”Quick-start guide”
Step1. Add a docutus view to your monday.com board
1. Go to any board in your monday.com account and click on the list of views.
2. Click on [+ Add View] then on [More views] at the bottom of the list.
3. This will open the Views Center where you can search for the docutus Documents view.
Click on the view to add it.
4. Once you've added the docutus view, you can rename it as needed.
You can add as many docutus views as you like, and each can have its own settings and
templates.
The [Main Table] view lists the item "Active Deals Deal 1" in the CRM.
Sub Items include "Task1 to Task3".
App name：docutus
Step2. Create your template
1. Upon installing "docutus", it will be displayed in the view.
2. In the [OUTPUT SETTING] of "docutus", set the Save Method and File Name.
3. Choose the format for TIMESTAMP and press the OK button if everything is accurate.
4. Select Excel, Word, or PowerPoint for the [Output Type].
5. choose the desired [Output Item] you want to export.
6. Press [SAVE SETTINGS] to complete the process.
7. A select the [OUTPUT SETTING] of docutus.
When you choose TEMPLATE SETTING on the OUTPUT SETTING page, you can copy the necessary tags for configuration. *Opens in a new tab.
8. A Copy the Tag from TEMPLATE SETTING and paste it into the corresponding location in the Excel File. Perform this for each relevant location and save the File.
*Here, the Due Date Tag is being pasted into the Excel File.
9. When using consecutive data in Sub Items, paste the repeat tag found under "Place a repetition tag” in TEMPLATE SETTING into the Excel File.
10. From "Upload a template" in TEMPLATE SETTING, upload the Excel File you created to complete
the Documents Template setup.
11. By pressing the "CREATE" button in [DOCUMENT OUTPUT], the Items & Sub Items from the Board are exported to the configured Documents Template.
With this, the document generation is complete.
Step3. Checking the number of documents generated.
1. From "docutus" ANALYTICS, you can check the number of Documents generated.
2. Check the number of documents based on your subscription plan:
・Free：Generate up to 100 documents per month free of charge
*Paid plans are also in the works.
Appendix
Video
The video also introduces how to use it.
You can view the video at the YouTube provided below.
YouTube
docutus Templates ”Quick-start guide”
1. By searching for "docutus" in [Add form Template], you can install the existing templates of
docutus.
There are two templates available in both Japanese and English.
A template for managing Deals in CRM.
It includes management items such as "Stage", "Owner", "Priority", and "Deal Value".
2. When you install the docutus Template, the following will be displayed: "Docutus Quick-start
guide(doc)" and "Deals(board)".
3. "Docutus Quick-start guide(doc)"
▼Step1. Download the sample file.
Download the Output configuration file (settings_en.json) and the Documents template file
(DealsTemplate.xlsx) respectively.
▼Step2. Configure the output settings.
Open the docutus view on the Deals board and bring up the [DOCUMENT OUTPUT] screen.
Select the downloaded "settings_en.json" file as the configuration file and click the "SETTINGS
IMPORT" button. (The contents of the configuration file will be reflected on the screen.)
Click the [TEMPLATE SETTINGS] button on the right side of the screen. (The template settings
window will pop up.)
Click the upload icon in the top right, choose the downloaded "DealsTemplate.xlsx" file, and then
hit the [Upload] button.
▼Step3. Generating the document
Open the [DOCUMENT OUTPUT] screen and press the [CREATE] button to produce the document.
You can either download the generated document file or attach it to the file column of the board.
4. "Deals(board)"
A template for managing Deals in CRM.
It includes management items such as "Stage", "Owner", "Priority", and "Deal Value".
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