Getting started in just a few minutes with pre-made workspace templates

Install the app from the marketplace

The first step is to install the DocExport app to your Account. 

  1. Click on this link ( marketplace)
  2. In the marketplace, click on the blue button "Sign in to install" and on the next page "Add to your account"
    DocExport Install


Add the app to an existing board

  1. Add a view to the board ("+" Icon)
  2. Hover over "Apps"
    DocExport Installation
  3. Search for "DocExport" and add it to your board
    DocExport Add App

Start with a pre-made workspace template

You can also start with one of our pre-made workspace templates. Each board contains both a pre-build workflow and a default template.

  1. Add an item to your workspace by clicking on the blue button ("+" icon).
  2. Hover over "Apps".
  3. Search for "DocExport" and add it to your workspace.
    DocExport Add Item to workspace
  4. On the left, you'll find two pre-made boards

    a) NDA Example
    b) Single Project Report
  5. Choose the board, that suits your use case.
  6. Add the app to your board by following the installation steps described above.