I’ve created approx 40 different documents with “emergency plans” for our different software systems used in the bank according to legal requirement. The same 40 documents should also be kept/replicated in another way according to the EU legislation. Before it was converted the docs in Monday - they where filed in a Sharepoint system, and we frequently had to print all of documents, and keep them physical.
My thought…
Is it possible to automate a frequent export of the Monday-docs to pdf-files, which I could keep in a anothe type of electronic storage ex. USB-file storage.
Hello @j882269r not directly, but yes with automation.
monday Docs don’t have a scheduled “export to PDF” option yet. You can print a Doc to PDF manually, but if you want this to happen regularly, you’ll need an integration tool like Make or Zapier.
Basic idea:
When a Doc is created or updated
Send it to an automation tool
Turn it into a PDF
Save it to another storage location that you can later copy to USB.
Dr. Tanvi Sachar
Monday Certified Partner, Monday Wizard
THopefully monday adds this natively soon because a lot of teams need it.
In the meantime, if you ever want to explore a simple automated setup for this, you can book a quick session with our team and we’ll walk through options that fit your workflow. Happy to help you keep it as lightweight as possible. you can schedule a seession with us here https://calendly.com/mondaywizard/30min
