Templates

Templates are .docx files with placeholders that DocuUp replaces with values from ClickUp tasks.

1

Create a template — Design and upload

Design your document in Word (or Google Docs exported as .docx). Save as .docx and upload it to your automation.

2

Get the exact placeholder token

In your automation, open Field Mappings, choose a field, and click Copy placeholder to get the exact token.

3

Insert placeholders into the document

Paste the copied placeholder into your .docx where you want the value to appear.

Placeholders

• DocuUp generates the correct placeholder for each field based on a sample ClickUp task.

• Click on the field to copy the placeholder (like this {{...}} ) and paste it into your document.

• Mapping binds each placeholder token to a task field or custom field. You can add transformers (date/text/number/image) per field.

Best practices:

• Place the placeholder exactly as provided by the UI (including braces and spelling).

• Enable "Convert to PDF" if you want the final attachment to be a PDF.