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Getting Started

Introduction
Getting Started in 10 minutes
The design workflow
Overview of template editor
- The basics of designer
- Managing page breaks
- Overridable Properties(Advanced)
  - Overridable Properties
  - Compare to Data Binding & Expressions
- FAQs

Components

Introduction to components
Label and Image
Line, Rectangle and Circle
QRCode and barcode
Chart Component
Simple table Component
Subsection and Area
HTML Component
Fillable Components

Built-In Functions

What’s an Expression
Strings, Numbers and Currency Functions
Array Functions
Format Datetime Functions
Logical Functions
Function blocks for complex logic

Integrations

Introduction
- Zapier Integration
- Make.com Integration
  - Make.com Automation
  - Make.com Tutorials
- Bubble Integration
Airtable Integration
Coda Integration
AWS S3 Integration(BYOS)
REST API

API & Security

Regional API endpoints
Securely access generated PDFs
Request logging
502 bad gateway error
Where the data is stored and are we GDPR friendly?

Teams

What’s a team
Teams and subscription
Switching between teams and my workspace
Create a New Team
Update Team Name and Description
Send Invitations
Manage Team Permissions
Danger Zone

Payment & Subscription

How does a subscription work
Cancel subscription
Download invoices or receipts
Update billing details
Upgrade/downgrade plan
Receiving invoices via email
Payment processing platform

Create a New Team

In the Team menu, click on Add a New Team to create a new team.

Create a new team

Create a new team

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