Smarter, Faster, Better

DocCreate Just Leveled Up
We’ve been building something big – and no other app on Monday.com offers what DocCreate now delivers. With our latest update, you can now manage unlimited templates, keep everything in one unified board view, and generate unlimited output files with one click.

Add Unlimited Templates

Upload and manage as many templates as your workflow needs. No limits, no restrictions.

Unified Board View

Keep everything organized inside a single DocCreate board view — no switching screens.

Generate Unlimited Output Files

Create multiple files (PDF, DOCX, or a mix of both) instantly, directly from the same item with one click.

Add Unlimited Templates

Upload and manage as many templates as your workflow needs. No limits, no restrictions.

Unified Board View

Keep everything organized inside a single DocCreate board view — no switching screens.

Add Unlimited Templates

Upload and manage as many templates as your workflow needs. No limits, no restrictions.

How This Works?

Get started in minutes with our simple upgrade and setup process

Upgrade DocCreate (Existing Users)

Step 01

Open DocCreate Board View

For Existing Users: If the app is already installed, go to the DocCreate board view and click Edit to begin the upgrade process.
Step 02

Sync Your Existing Settings

After clicking Edit, the board view will reload and ask you to select your output column. Choose the file column you previously used (for example, Invoice) → Click Next.
Step 03

Automatic Upgrade

Your DocCreate setup will now upgrade automatically while keeping your older settings intact. You’ll see a new + Add Column button to add additional templates.

How to Add Another Template (Existing Users)

Step 01

Add New File Column

Create a new File column in your Monday board — this will store the new template’s output.
Step 02

Click + Add Column

In DocCreate settings, click + Add Column. Select the new file column you just created. Previously selected output columns will NOT be shown again.
Step 03

Setup New Template

Click Next and complete the setup. The remaining steps are the same as setting up your first template.

For New Users

Step 01

Install DocCreate Board View

Install the DocCreate board view from the Monday.com marketplace. It will immediately ask you to select a File column.
Step 02

Select File Column

Select the column → Click Next. Follow the setup steps to upload a template or choose one from the gallery.
Step 03

Complete Setup

Follow the remaining setup wizard to configure your first template and start generating documents instantly.

Need More Help?

Our support team is here to help you get the most out of DocCreate
DocCreate

Transform Your Workflows with Seamless Document Creation

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