Customize your own Word template with docotive's Placeholders

Easy way to customize template is by using docotive's placeholders. Placeholders have full control over your template to make it data driven. Add text, images, table without fuss with data format. Templates use placeholders. Placeholders allows you to insert values from specific columns in table to the Microsoft Word template.

You can find list of all the placeholders i.e. common, user and single item in docotive’s Settings. Simply copy the placeholder and use it where ever you want in your template.

Lets see how to use Placeholders in Word Template

Add Placeholders
  • Step 1: Goto ‘Document Placeholders’ in docotive’s view on monday.com board
  • Step 2: Copy your required placeholders by clicking copy icon next to placeholder entity
  • Step 3: Open your microsoft word template
  • Step 4: Paste it in the Microsoft word template
  • Step 5: Save the template
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Here in this example - They are inserted as <<entity.Agent Name>> Here Agent Name is the column name in the table. You copy it from Placeholder's tab and paste into word template. It will insert the value from table to Microsoft word template.

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Next step :: Add integration recipe to automate generating documents

Add Integration Recipe

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