Doc Template in Columns

Is there a way to auto populate the doc template set for a column once a new item is created in the board instead of having to click on it?
The reason I ask is because we rely heavily on the monday.com app and unfortunately it seems if we create a new item from the app, we cannot access/generate the doc template until we go to monday.com and click on it. Then we can go back to the app and open it. Any ideas?

Hi @JSambolin :wave:

You should be able to set this up using item defaults. If not setting the template, you can at least have it attached in a file column that would populate with every new item. They should be able to open it that way.

Let me know if you get stuck! :slight_smile:

Peta | Upstream Tech
peta@upstreamtech.io
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Thank you Peta! Great options. But I just tried both and the doc template is not supported in the default item value. When I created a file column and tried that way, it also says the doc is not supported.