Document Creator

Available in: Business Suite (/dashboard/business/document-creator) and Lifestyle Suite (/dashboard/lifestyle/document-creator)

The Document Creator lets you produce polished, professional documents from a structured template system. Whether it is a client proposal, a wedding planner, or a travel itinerary, the process is the same: pick a template, fill in your content, and export a clean PDF.

Template Types Available

Template availability grows with platform updates. New templates are announced via the blog and product changelog.

Creating a Document from a Template

1. Navigate to Document Creator (in either Business or Lifestyle).
2. Browse the available template thumbnails.
3. Click Use Template on your chosen template.
4. You are taken to the document editor with the template structure pre-loaded.

The Document Editor

The editor is a split-view interface:

• Left panel (40%): Input area with structured fields. Each section has a title and a text area.
• Right panel (60%): Live preview of the formatted document as it will appear when exported.

Editing Content

• Click into any field on the left panel and type your content.
• Markdown formatting is supported: bold, italic, ## Heading, bullet lists with -.
• The preview updates in real time as you type.

Sections

• Templates are divided into named sections (e.g., "Introduction", "Scope of Work", "Pricing").
• You can add new sections by clicking + Add Section at the bottom.
• Drag sections to reorder them.
• Delete a section by clicking the trash icon on the section header.

Saving a Document

1. Click Save at any point. The document is saved to your Secure Vault.
2. Give the document a meaningful title for later retrieval.
3. Saved documents appear in your Secure Vault under the "Documents" category.

Exporting as PDF

1. From the editor, click Export PDF (or Print).
2. The document renders in its styled format.
3. Use the browser's print dialog and select Save as PDF.
4. The PDF preserves your formatting, headings, and any template styling.

Editing an Existing Document

1. Navigate to Secure Vault > Files.
2. Find your saved document (filter by "Documents" type).
3. Click Open in Editor.
4. Make changes and save again.

Business vs Lifestyle Templates

The core functionality is identical — the difference is the template library:

Business Document Creator focuses on:

• Client-facing documents (proposals, invoices, briefs)
• Professional language and corporate formatting

Lifestyle Document Creator focuses on:

• Personal life documents (travel plans, ebooks, journals)
• Warmer tone and creative formatting options

Both tools save to the same Secure Vault, so your documents are always in one place.