Good afternoon MC,
Has anyone solved the problem of being able to automate document population from an entire monday board as opposed to a single item line.
We have tried Eledo and Docugen but it doesn’t seem to be possible from what we can see.
Has anyone found a solution or a workaround for this?
*Basically each client file has its own board and depending on the needs we have 5-10 different PDF forms that we would prefill and then send to the client for signing which we are currently doing manually with copy and paste.
Appreciate any help on this!