Stacker Integration

Overview

This guide will walk you through the setup process for integrating Stacker with Documint. It builds on the Airtable Document Generation Link integration so if you have not read the documentation on this integration, please check it out first before reading this guide.

Airtable Setup

1. Create a generation link formula and add it to your table as a formula field.

Stacker Setup

1. In Stacker, refresh your table structure

2. Navigate to the table that you added the generation link formula to

3. Enter Setup Mode
4. Select the field group where you want to add your “Document Generation” button

5. Enable generation link formula field and enter the field options edit mode
6. Check the following options: “Treat as URL”, “Display as button”, “Open in a new tab” and add your own button text to the “Link Text” field
7. Save your layout changes

8. Test your button