Get started
- Install Jade Docs from the monday.com marketplace (account admins install apps).
- On a board, click + Add view → Apps → Jade Docs. You can also open it from an item (Item view).
- Click Connect monday once, so the app can read the board and save files to it.
- Click Add sample to get a ready-made template, or Upload template to use your own
.docx. - Check the template report: every placeholder should say matches column.
- Select an item, click Preview, then Generate. The file appears in the item’s file column.
No file column on the board yet? Add one (column type Files) before generating. Jade Docs only adds files to it; it never edits or deletes your items.
Placeholders
Type a column’s title between double curly braces anywhere in the document: body text, tables, headers and footers.
Client: {{Client}}
Due date: {{Due date}}
Project lead: {{Owner}}- Titles are matched without regard to case or extra spaces:
{{due date}}works too. You can also use a column id, e.g.{{date4}}. - Values are the text monday shows for the column (people names, status labels, dates, numbers, dropdown values, and so on).
- Word sometimes splits a placeholder into several pieces while you type or spell-check. That is fine; Jade Docs joins them.
- Word’s curly quotes („ ” “ ‘ ’) are accepted wherever quotes are needed.
Built-in fields
| Field | Value |
|---|---|
{{Name}} | Item name |
{{Item ID}} | monday item id |
{{Board}} | Board name |
{{Group}} | Group title |
{{Today}} | Date of generation (use with | date) |
{{Index}} | Row number inside a subitem table (1, 2, 3…) |
Subitem tables
Put {{#subitems}} at the start of a table row and {{/}} at its end. The row repeats once per subitem; inside it, placeholders refer to the subitem’s columns.
| # | Task | Owner | Hours |
| {{#subitems}}{{Index}} | {{Name}} | {{Owner}} | {{Hours | number:1}}{{/}} |
| Total | | | {{subitems | sum:"Hours" | number:1}} |Outside a table, the same block repeats paragraphs. Use {{subitems | count}} for the number of subitems and {{subitems | join:", "}} for a comma-separated list of their names.
Conditions
Show a block only when a condition is true. Close every block with {{/}}.
{{#Status == "Done"}}Approved and ready for sign-off.{{/}}
{{#Priority == "High" and Budget > 10000}}Requires director approval.{{/}}
{{#Tags contains "urgent"}}URGENT{{/}}
{{^Notes}}No additional notes.{{/}} ← shown when Notes is emptyOperators: == != > < >= <= contains, combined with and, or and not. Text comparisons ignore case and extra spaces.
Filters
Add filters after a pipe |; you can chain several.
| Filter | Example | Result |
|---|---|---|
number:N | {{Budget | number:2}} | Number with N decimals |
date:"…" | {{Due date | date:"DD.MM.YYYY"}} | Tokens: YYYY YY MM DD HH mm |
upper / lower | {{Client | upper}} | Changes letter case |
default:"…" | {{Notes | default:"n/a"}} | Fallback when empty |
sum:"Column" | {{subitems | sum:"Hours"}} | Total of a subitem column |
count | {{subitems | count}} | Number of subitems |
join:"sep" | {{subitems | join:", "}} | Subitem names in one line |
Generate & bulk
- Preview renders one item as a PDF in the app. Previews are free and kept for 10 minutes.
- Generate works on the items you select (up to your plan’s bulk limit). Choose PDF, DOCX or both, and the file column.
- Progress is shown live. Each item reports success or the reason it failed; only successful documents count toward your plan.
Automation
In the board’s Automate center, find Jade Docs and pick the recipe:
When Status changes to something, generate a document from template into file column.
The template and file column lists come from the app, so you only pick from valid choices. If a template is deleted later, the automation stops with a clear message in the automation’s run history so you can pick another one.
File names
By default files are named {{Name}} - template name.pdf. You can set your own pattern with placeholders, for example {{Client}} - {{Name}} - handover. Characters that are not allowed in file names are removed automatically.
Layout support
The PDF engine supports paragraphs and styles, fonts (including metric-compatible versions of Calibri, Cambria, Arial, Times New Roman and Courier New), bold/italic/underline and colours, lists, tables with merged cells and borders, repeating header rows, page and section breaks, headers and footers and the fonts and spacing your template defines.
Not yet in the PDF: floating images, text boxes and shapes, footnotes, multi-column sections and a different first-page header. They stay intact in the DOCX, and the template check warns you about them.
Roles & permissions
- Admins and members can upload templates, preview and generate.
- Viewers and guests can open the view but cannot generate documents or change templates.
- Generated files follow the board’s permissions, because they live on the item.
Stuck? Write to contact@jadeboards.com, see Support.