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Documint
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Добавлен 22 сен 2020
Powerful document automation for productive people. Documint empowers businesses and individuals to automate everyday tasks using document generation to increase productivity.
Automate Document Generation with Documint & HubSpot | Webinar Replay
!n this exclusive webinar, Josh Mamroud, automation expert, demonstrates how to streamline your document generation process using Documint's powerful integration with HubSpot. Learn how to use the Documint and HubSpot integration, automate workflows, and leverage advanced features like conditional logic and looping to transform your business operations.
What You’ll Learn:
✅ Set up Documint & HubSpot integration for seamless document automation
✅ Set up workflows in HubSpot so you never have to manually create a document again
✅ Leverage the power of advanced Documint features like looping and conditional logic
Don’t miss out on these key insights!
🔗 Get started with Documint for FREE: documint...
What You’ll Learn:
✅ Set up Documint & HubSpot integration for seamless document automation
✅ Set up workflows in HubSpot so you never have to manually create a document again
✅ Leverage the power of advanced Documint features like looping and conditional logic
Don’t miss out on these key insights!
🔗 Get started with Documint for FREE: documint...
Просмотров: 107
Видео
Create custom PDFs, automatically, using Hubspot Workflows
Просмотров 2346 месяцев назад
In this video, you'll see a short demonstration of the Documint app for Hubspot Workflows. Access any data in Hubspot to create dynamic and beautiful PDFs in one click. Get started for free today with PDF document automation documint.me
Create a custom quotation from your HubSpot deal data in 1 click
Просмотров 607 месяцев назад
In this video, you'll see a short demonstration of the Documint app for Hubspot. Access any data in Hubspot to create dynamic and beautiful PDFs in one click. Get started for free today with PDF document automation documint.me
Create a certificate PDF from your HubSpot data in 1 click
Просмотров 787 месяцев назад
In this video, you'll see a short demonstration of the Documint app for Hubspot. Access any data in Hubspot to create dynamic and beautiful PDFs in one click. Get started for free today with PDF document automation documint.me
Create a product brochure PDF from your HubSpot data in 1 click
Просмотров 1357 месяцев назад
In this video, you'll see a short demonstration of the Documint app for Hubspot. Access any data in Hubspot to create dynamic and beautiful PDFs in one click. Get started for free today with PDF document automation documint.me
Create PDFs in HubSpot with 1 click, using the Hubspot app from Documint.
Просмотров 2528 месяцев назад
In this video, you'll see a short demonstration of the Documint app for Hubspot. Access any data in Hubspot to create dynamic and beautiful PDFs in one click. Get started for free today with PDF document automation documint.me
Documint Tables 101
Просмотров 66210 месяцев назад
Introduction to creating tables in Documint In this video, you'll learn how to create great-looking static and dynamic data tables Get started for free today with PDF document automation documint.me
What is Documint?
Просмотров 866Год назад
Documint is the easiest way to automate your PDF generation Get started for free today with PDF document automation documint.me
Add your Airtable Personal Access Token to your Documint account
Просмотров 1,2 тыс.Год назад
In this video, you'll learn how to add your Airtable Personal Access Token to your Documint account. Get started for free today with PDF document automation documint.me
Connect your Documint account to Airtable using API keys
Просмотров 727Год назад
In this video, you'll learn about the 2 ways to connect your Documint account to Airtable and which API key to use. We'll cover the Airtable extension and the Generation link and Automation script methods, as well as other 3rd party services like Zapier and Make.com (Integromat) Get started for free today with PDF document automation documint.me
2 ways to add variable attachment images from your Airtable to Documint
Просмотров 1,6 тыс.Год назад
In this video, we'll show you 2 ways to bring in variable images from your Airtable attachments into your Documint template. Get started for free today with PDF document automation documint.me Links to resources: Set up generation link - docs.documint.me/additional-resources/how-to-videos/airtable-integrations#generation-link-integration-setup
How to create automated PDF documents with Softr, Documint and Airtable, in one click
Просмотров 1,8 тыс.Год назад
If you want a portal where your users or customers can create documents in one click, then look no further than this video. In this webinar, Matt Bourn from Documint and Lizzie LaCour from Softr will take you through the fundamentals of setting up automatic document creation from your user portal. What you'll learn: - How to create a certificate for your employees or partners - How to create an...
How to group items in your documents, using Documint
Просмотров 1,3 тыс.Год назад
In this video, we'll show you how to group your line items in your Documint template. Get started for free today with PDF document automation documint.me Links to resources: Set up generation link - docs.documint.me/additional-resources/how-to-videos/airtable-integrations#generation-link-integration-setup Expand records - docs.documint.me/additional-resources/how-to-videos/airtable-data-and-var...
How to create a dynamic progress report to PDF documents using Documint, Airtable & Quickchart.io
Просмотров 2742 года назад
In this video, you'll learn how to add a dynamic progress chart, to your PDF documents to create a cool-looking progress report for your projects. Get started for free today with PDF document automation documint.me Links & resources - quickchart.io How to add generation link - docs.documint.me/additional-resources/how-to-videos/airtable-integrations#generation-link-integration-setup Chart URL f...
How to add a QR code to PDF documents - Documint, Airtable & Quickchart.io
Просмотров 5272 года назад
In this video, you'll learn how to add a QR code, dynamically, to your PDF documents to create a quick and easy way for people to scan and get to your website, landing page or event page. Get started for free today with PDF document automation documint.me Links & resources - quickchart.io/qr-code-api/ How to add generation link - docs.documint.me/additional-resources/how-to-videos/airtable-inte...
Automate PDF documents with Make.com (Integromat), Documint & Google Sheets - Line items
Просмотров 2,9 тыс.2 года назад
Automate PDF documents with Make.com (Integromat), Documint & Google Sheets - Line items
How to add a Word Cloud to PDF documents - Documint, Airtable & Quickchart.io
Просмотров 2702 года назад
How to add a Word Cloud to PDF documents - Documint, Airtable & Quickchart.io
How to add dynamic charts to PDF documents - Documint, Airtable & Quickchart.io
Просмотров 1,7 тыс.2 года назад
How to add dynamic charts to PDF documents - Documint, Airtable & Quickchart.io
How to filter items to show what you need, using Documint
Просмотров 6482 года назад
How to filter items to show what you need, using Documint
How to send your Documint PDF documents for signing with SignNow and Zapier
Просмотров 7922 года назад
How to send your Documint PDF documents for signing with SignNow and Zapier
'Minted' with Documint - Episode 1 - How to create your template in Documint
Просмотров 7022 года назад
'Minted' with Documint - Episode 1 - How to create your template in Documint
Automated PDF document creation with Documint and Stacker
Просмотров 2752 года назад
Automated PDF document creation with Documint and Stacker
How to loop through and expand linked records in Airtable - Create line items in your PDF documents
Просмотров 3,7 тыс.2 года назад
How to loop through and expand linked records in Airtable - Create line items in your PDF documents
How to make links clickable in Documint
Просмотров 3282 года назад
How to make links clickable in Documint
Automate PDF documents from Airtable in one click!
Просмотров 2,1 тыс.2 года назад
Automate PDF documents from Airtable in one click!
How to show rich text fields in Documint
Просмотров 6392 года назад
How to show rich text fields in Documint
PDF Document Automation in Airtable with Documint
Просмотров 4,3 тыс.2 года назад
PDF Document Automation in Airtable with Documint
Thank you for the video, it helped me a lot. But I still have a question about how to make a group and subgroup? I also searched the site for any document on the subject, but I can’t find it. Could you help me?
Hey Julio thanks for watching! If you are still having any trouble with grouping, you can contact our live chat support on our website - documint.me They are very knowledgable and would be happy to assist you with anything you need.
just skip to 14:28 to what you're actually looking for 🙄🙄
Make users, I discovered a fantastic tool for converting data to PDF. Check out detailed video 👉ruclips.net/video/b2i2YOcQpOk/видео.htmlsi=uRcSGvBtXJ8KEvSd
Thank you!! Testing this out ATM.
Can you make a video on how to integrate with non native apps. For example with supabase and flutter flow ? Thank you.
@EstefanyMora-mx5of You can integrate Documint with any data source via our REST API, Zapier or Make.com modules. You can find more information about our API here documenter.getpostman.com/view/11741160/TVK5cLxQ Thanks for the suggestion
Is my Airtable data encrypted in Documint so that no one can see/harvest my data?
You Airtable data is safe. We don't store any data from any source and PDFs that are generated are stored for a maximum of 24 hours then deleted.
@@Documint Good to know!
Does this mean Documint doesn't provide the ability for a client to sign a document within documint?
That's correct. At the moment, Documint doesn't support native e-signatures, however you can integrate Documint with an e-signature service using Zapier, Make or the Documint API.
@@Documint Thanks for the quick reply. It's so difficult to embrace no-code because it's seems I'm required to purchase multiple softwares to enable no-code to work. By the time I buy Airtable, Make, Zapier, Softer, and Documint I'm looking at hundreds of dollars a month. I will revisit once you've enabled native e-signatures.
@@cottagekeeper that's totally understandable. We'll keep you posted and let you know when we have a planned release date. If your usage is less than 10 documents a month you could get by with our free plan. If you need more than that but less than 200 you could stay on the free plan and pay per document. Lastly we do have a native Airtable integration which may negate the need for Zapier/Make. Either way, thank you for your interest in Documint, let us know if there's anything we can do to help :)
Hey @documint, how could sort by a text field or by a date?
@dimitrisgoudis1603 This should be the same process, you just choose the field you want to sort by and choose ascending or descending, just note that the filed name should be added as the variable style like this my_variable NOT My Variable and you should be good to go
Is it possible to add multiple charts to a single Documint page? We currently have an Airtable interface with a few Airtable charts. We'd love to share this with clients in PDF format via Documint.
@rileyspiller Yes, sure thing. You can use the method in the video to add as many images of your charts as you would like to. Just repeat the steps for each chart you would like. If you need any help please connect through the chat in the app or at support@documint.me :)
Followed all your instructions and it just imports a blank image. Tested it with JPEG and PNG. Multiple images and Single. The field is an Attachment field (not a lookup).
@mikebranney1029 Sorry to hear you are having troubles. Please drop us a line at support@documint.me or hop into the chat in our app and we'll get you all set up :)
Thanks for explain briefly. Now a days i am using Stacker and Delimiti for automate document creation. But Documint also a good choice. Delimiti, Documint, and Stacker can be used to create a workflow that automates the entire process of creating and delivering PDF documents.
Great 👍
This is a super well-done explainer! Definitely gonna check this out.
it is nice, but get into big trouble when need to add eSignature. If you make the file on Documint and want to use SignNow for example, you can only upload the generated Documint file to SignNow but then have to manually add the signature boxes in SignNow. Is there any eSignature solution integration coming into Documint without hassles?
Thanks for the question @grape99902 Currently there isn't any native integration with Documint but we are hoping to add this is the future. In the meantime you'll need to dig into the SignNow API to add this function and use Zapier or Make.com to help you achieve this, but it's definitely possible to do it
Does it mean that the Zap will trigger as polling? so, the document and signing will take some minutes right? Is there a way to make it immediate?
Thanks for the question @grape99902 You could use a trigger from a webhook and set an automation in airtable to send the webhook with the recordID when the record enters a certain view, this would be instant when the record is ready to go for signing. Give that a try :)
How are these videos not more popular?
Thanks, Samuel. We're pleased you find them helpful. If you can tell 1000 of your friends, we'd appreciate it :)
Awesome Tutorial! When is the capability to upload a Canva design to Documint coming? Thank's
Hi @plusmega thanks for the kind words, pleased you found it helpful :) We don't have a current schedule for it, I'm afraid, but it's still on our road map. There are some other big changes we need to implement first to prepare for something like that. Great to hear it's something you are looking forward to though
Is there a way to sort looped items by a date field?
This should be the same process, you just choose the field you want to sort by and choose ascending or descending, just note that the filed name should be added as the variable style like this my_variable NOT My Variable and you should be good to go
Can you have multiple filters define the same variable?
Yes. You can user something like this: {{$var "filtered_items" ($filter items "price" "gt" 100)}} {{$var "filtered_items_2" ($filter filtered_items "price" "lt" 1000)}} Where the input of the second filter is the first variable
@@Documint genius. Thanks!
great feature! but how do you hide the column with the variable so it doesn't push the content down?
Thanks, Max! You can hide the column in the "Layers" panel on the right side by clicking the eye icon on the column layer.
@@Documint oh cool. I’ll do that going forward. This time I just minimized the height to zero🙏
Excited to see the next episode.
Hello. The steps worked perfect. but is there a way to set it up to send he signed document back into a field in the airtable base for we the senders to keep and store
Hi @michael, pleased to hear it's working for you. That should be possible but you'd need to add in one or two steps after the doc was signed to get the doc back into Airtable. You could use the 'Document Completed' trigger in the Zapier SignNow integration and then and 'Update record step' in Airtable to get it back to your record. You might want to consider setting this up as another zap to trigger when the signature is made. I hope that helps!
Thanks, Matt. I've been test-driving Documint for a few weeks now. Very impressed so far. Are there any plans to add new fonts? And would you consider custom fonts as a Premium feature, including possibly an integration with Google Fonts or Adobe Fonts?
Thanks @christian for the kind words, we're really pleased you are enjoying Documint! Yes, we will be releasing more Google fonts. If you have one in mind let us know and we'll add it for you, but you'll be able to add your own in the future, as well as custom fonts. :)
Make a video of how to start with templates
Thanks @fagunshah we already have a few videos on using the editor and designer, but we did a full run through and build right here ruclips.net/video/HdQRiGGO5es/видео.html i hope it helps
I like documint.... but why is it so impossible to get photo attachments from airtable into a document? Im no genius but I have tried everything. It just does not work I would renew a paid subscription today if only it worked..
Hi @markbricket , sorry to hear you are having problems with this. We'd love to help you get this set up on a call. If you email us at support@documint.me we'll set up a time to take you through this.
Hi Mark, we recently added a new video that might help you more on this. docs.documint.me/additional-resources/how-to-videos/how-to-add-variable-images-from-your-airtable-attachments
the steps worked. but i have two questions. 1. how do you send multiple invites? I tried the 'Create Document From Template & Send Role-Based Invite' method didn't work. 2. How do you auto assign recipient to designated places in the pdf as placeholder where the signatures and dates are to be dynamically for a pdf that will created from a googlesheet that later needs signature?
Hi @rocketeer103 Pleased that worked for you. This is an example of a simple flow using your Documint documents with ready made steps in Zapier. The questions you have would require a more detailed flow using SignNow's API itself, which you can find in their documentation here docs.signnow.com/docs/signnow or you could do these steps manually once the document was in your SignNow dashboard. Cheers :)
I'm really keen to make use of Documint with AirTable and Stacker but the video quality of this video makes it difficult to follow - it's all fuzzy. No issues with other RUclips videos though.
Sorry to hear you were having trouble with the quality. We record these in HD but sometimes RUclips will adjust the resolution depending on the speed of your connection. Hopefully, you still managed to get value from it, but let us know if you have any questions.
IS there anyway to group the table by a common field view. Akin to airtable's in grid grouping functionality?
Hi Allen, you sure can. We're still working on the documentation for the $group function but you it's currently available for use. The way to use it is is by assigning the output to a new variable like so {{$var "grouped_items" ($group line_items "category")}} This will create a new variable called "grouped_items" that contains the groups of line_items. You should place the function in a section at the top of your template and then repeat another section on "grouped_items". Within that section you can display the name of the group with the {{name}} token and loop over the items in that group by adding a row which you repeat on the "items" variable. Within that row you can add columns and text elements where you display the values of fields in the Line Items table. I hope this makes sense. You can also inspect the structure of the data outputted by the $group funciton by using the $inpect function like so {{$inspect grouped_items 3}} where 3 is the depth of detail that you want to display.
@@Documint Figured it out, thank you for the pointers!!!
Muchas gracias, me sirvio mucho. 👍👍👍👍
Yeah!, Finally i Find the tutorial wich i was asking for. Very Easy to Understand, Very good Content.
Great video...really clear instructions thank you!
hi pls give a solution for the image variable {{url}} . when this is done the image is not shown when generated ..Pls help with this team Documint this is an request ASAP
Hi Doshi, here is a link to the documentation for this: docs.documint.me/v/integrations/integrations/airtable#attachments. I hope this helps. Please let us know if you have any questions.
How to attach an image from airtable into documint for an resume purpose
Hi, we have a specific video on adding images to Documint, just here ruclips.net/video/dis8puvJdwg/видео.html
Hi Josh, The image variable isn't working for me. It's not even showing up in the variables list after I "add image" with the {{url}} variable. Ideas?
Hi Mary, I'm having the same issue. Were you able to find a work around or a fix?
Hi Mary, we do have another 'how -to' video here which should get you on the right track docs.documint.me/additional-resources/how-to-videos/how-to-add-variable-images-from-your-airtable-attachments
hello, how to generate multi record in airtable? tks
Hi @TQT, I'm not exactly sure that I understand your question. Can you please send us a direct email at support at documint.me and we will do our best to assist you. Thanks!