How do I save a PDF?
Choose Export PDF, then choose Save as PDF in your browser’s print dialog. Use A4 paper and turn off browser headers and footers. Check the final preview before saving. If an embedded browser does not open a print dialog, open the site in a standalone browser and use its print command.
Where are my documents saved?
The current draft is saved in this browser. Save a version adds a snapshot to Documents; the latest twenty versions are retained. Another device, private window, browser profile or website address has separate storage. Export a JSON backup to move a document.
Can I recover a missing draft?
Check that you are using the same browser profile, site address and document workspace. Look in Documents for a saved version, or use Restore with an exported JSON backup. If browser data was cleared and you have no backup, the app has no server copy to recover.
How do I add a logo or change the design?
Open Design, choose Atelier, Ledger or Minimal, then pick an accent color. Upload a PNG, JPG or WebP under 2 MB and no larger than 6,000 pixels per side. The app creates a smaller PNG locally. SVG files are not accepted.
Does the assistant use an online AI service?
No. Choose a work category and describe the project to get a suggested scope. For agreed prices, enter one item per line as Description | quantity | rate. Review the proposed items before applying them. The assistant never determines your tax rate or invents agreed prices.
Logo design | 1 | 750 Brand guide | 1 | 250
How do discounts, taxes and currencies work?
Each line is rounded to the currency’s minor unit. A percentage or fixed discount is applied before the single Tax, VAT or GST rate you enter. Fixed discounts cannot exceed the subtotal. Selecting a different currency does not perform exchange-rate conversion. Inclusive and compound taxes are not supported.
How do I record a deposit?
On an invoice, open Items and enter the payment already received. The preview shows the total, payment received and remaining balance. Only enter confirmed payments. The Paid status in Design is a separate manual label.
How do I duplicate or convert a document?
Duplicate saves the original and creates another draft with a new suggested number. Convert to saves the original and creates the selected document type with its reference. Check the new number against your own register. Receipt conversion asks you to confirm the payment first.
How do I remove private details?
Start fresh keeps a saved version of the previous document. To remove everything, first export any records you need, then clear this site’s data in your browser settings. Delete downloaded copies separately.