All settings in the section Output options are automatically saved when the document is created and are available unchanged the next time the tool is used.
If settings are made without generating the document, these settings are not saved.

1. Add document to List

With this option, finished PDF documents are automatically attached to a selected Trello list. attached. In doing so, the file is added to a new Trello card, and new cards are appended to the top of the selected list.

What to do?

1. Create a new Trello list
2. Name the new list with a meaningful name such as Documents or Minutes or similar
3. Activate the checkbox Add document to List under Output options and select the Trello list previously created
4. Click on Create document (your settings will be saved).

Notes

• The selected list is not automatically exclcuded when creating further documents. It is therefore possible to link to former meeting minutes as long as attachments are selected in Output details. If this is not desired, please define this items to be excluded in section Exclude lists
• If the option is deactivated, no further documents will be added to the list while the list and existing cards will be preserved
• If settings are changed without subsequently creating the document, these settings will not be saved

2. Send email to distribution list

With this setting, PDF documents can be sent automatically to a predefined e-mail distribution list. To use this function, the following preconditions must be met.

Preconditions

1. Create a new Trello list
2. Name the new list with a meaningful name such as Distribution list or Email distribution or similar
3. Add cards to the new list, each representing an email address. Here it is important that the correct email address of the recipient is in the description of the card, not in the title. It is recommended to use the title of the card for the recipient's name, e.g. John Doe

What to do then?

1. Activate the checkbox Send email to distribution list
2. Select the list recently created
3. Click on Create document (your settings will be saved)

Notes

• The associated list is automatically excluded when the document is created
• Only one e-mail address should be entered per card
• The naming of the plain text names should follow the syntax first name blank last name. Although consistent naming is not mandatory for emailing, systematic naming serves to clearly distinguish and recognize cards/names and can be beneficial (or required) in the Custom mappings section
• E-mail addresses should be entered very carefully, in order to prevent malfunctions
• If a list is selected that contains no or incorrect e-mail addresses, no e-mail will be sent at all!
• When copy/pasting e-mail addresses, sometimes excess spaces (trailing blanks) are taken over. These should be removed
• If settings are changed without subsequently creating the document, these settings will not be saved

3. Build Google Docs document

This option can be used to specify that in addition to the creation of a PDF document, a Google Docs document should also be created. This document is the basis of the PDF creation and can be edited as a source document.

Notes

• In principle, the creation of the PDF document should be the conclusion of a meeting. The PDF format, which cannot be edited, should reflect the binding status of the meeting for all participants. If content in the underlying document is post-processed, inconsistent versions and thus confusion can arise, which is not advisable. In exceptional cases, it may still be useful to have the source document available, e.g. to make a change in the document that is not possible via the Trello Power-Up. After such a change, the document can converted into a PDF document and distributed manually.
• Google Docs documents are shared with read permission. The link offers the direct creation of a copy in your own Google Drive. This requires a Google (Workspace or Gmail) account.
• Created documents (this applies to Google Docs and PDF files) are automatically deleted every 10 minutes for security reasons. Therefore, documents should be downloaded immediately or, in the case of Google Docs, a copy should be made.
• Click Create Document (this will save your settings).
• If settings are changed without subsequently creating the document, these settings will not be saved.