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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

Getting Started in 10 minutes

In this 10 minutes video, we will guide you through the process of creating an invoice template and introduce you to some fundamental concepts of CraftMyPDF.

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