A tour of the app
What every page is for, and how the pages connect.
4 min read
The left sidebar is the whole map. This is what each item does.
| Where | What it is for |
|---|---|
| New document | The main action. Choose a product and a template and the document appears. Save it, edit just this copy, download PDF or Word, or share it. |
| Home | Your overview: counts of products, documents and templates, a setup checklist, anything that needs attention and your recent documents. |
| Documents | Every document you saved, with versions. Open, edit, download, share, link to a product and set expiry dates. |
| Products | Your catalog. Add and edit product details, specifications and images. Generate documents for many products at once. |
| Templates | Your layouts and the gallery of ready-made ones. Upload a Word or PDF to turn it into a template, or design one in the editor. |
| Plan card | Your plan and how many AI credits are left this month. |
| Guide | This documentation. |
| Take a tour | Replays the guided tour of the whole app or of the page you are on. |
| Help & feedback | Tell us what works and what does not, or ask for something new. |
| Settings | Company profile and logo, plan and billing, account, and an audit trail on the Business plan. |
A typical path through the app
- Settings > Company: set up once.
- Products: add each product.
- Templates: pick or create the layouts you need.
- New document: make a document, save it.
- Documents: find it again, share it, set an expiry date, update it when data changes.
Built-in help
- First-visit tips. The first time you open a page, a short tour points out what matters on it. It appears once.
- Take a tour. In the sidebar. Choose the page you are on, or the whole app.
- Help chat. On the website, the chat bubble answers questions from this documentation.
- Help & feedback. Reach us from inside the app.
Did not find what you need? Look in Troubleshooting or the FAQ.