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Template Editor

After you create or open a template from Manage Templates, use the editor to define the content, style the document, position each element, and test the result with sample orders.

If you have not created a template yet, start with Manage Templates.

When the template is ready to use in the app, set its status to Published.

Content & Settings

Define document settings, fonts, fields, tables, spacers, and footer content.

Content & Settings ->

Layout & Preview

Position elements with the layout builder and preview the document using sample order data.

Layout & Preview ->