Workspaces and Designs

On this page you'll create the container that holds designs — a workspace — and create your first design inside it.

What is a workspace?

A place where you keep designs (invoices, statements, etc.) together. Most teams set up either one workspace per company or one per department.

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Create a workspace

Right after signing in you land on the workspace list. If you don't have a workspace yet, you'll create one here.

1. On the list screen, click the Create new card.
2. The workspace creation screen opens.
3. Enter a workspace name (e.g. Accounting / Internal use).
4. Click Create workspace.
5. The completion screen appears and you can move on to creating a design.

✅ Did it work?

• The screen shows "Workspace created"
• A "Create design" button is visible

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Create a design

Once the workspace exists, create your first design inside it.

1. On the design list screen, click the + (Create new) card in the top-left.
2. The new-design modal opens.
3. Enter a design name (e.g. Invoice template).
4. Pick a paper size.
   • A4 is the most common choice. When in doubt, pick this one.
5. Click Create.
6. The design editor opens.

You can rename the design later

The design name can be changed at any time. A placeholder name to start with is fine.

✅ Did it work?

• A blank, paper-shaped area (the canvas) is shown in the center
• Icons for "Text", "Image", "Table", etc. appear on the left
• A save button and a back button are at the top

If all three are true, the editor opened correctly.

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Troubleshooting

Symptom	What to try
No "Create new" card	You may already be a member of a workspace. Pick the right one from the list.
Cannot pick a paper size	Available paper sizes depend on your plan. Use A4 for now.
Editor is blank with no icons	Reload the browser (Windows: Ctrl + R / Mac: Cmd + R). If that doesn't help, sign out and back in.

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Next step

The editor is ready. Continue with Editor Basics to learn the layout of the screen and the basics of using it.