Generating Your documents

Now you're ready to start creating documents from your HubSpot data using the Documint app.

It's super simple.

1. Choose your template

1. Choose you record

1. Inspect the document preview and click Generate Document

1. After a moment you will get a message to tell you your new document has been generated and saved to the Notes section of your record.

You can close the app to see the new activity in Notes (You may need to refresh the page first). The attachment will be saved, and it will also be in the Attachments section on the right-hand side of the page.

You can now access this file to view, download, or do whatever you want with it.

Congrats you're all set🎊