Using the dashboard

After you log in, the secure area is your home base. Most workflows start with a template, then optionally connect your app via API keys.

Recommended workflow

Create an API key at API Keys if you plan to call the REST API from another app.
Create or import templates on Templates — use sample invoices/certificates, or open Design to edit visually (pdfme or HTML engine).
Test a PDF with real data on Generate.
Copy the template ID from the Templates page (code icon on each card) when wiring up POST /api/pdf/token.

Page	What it does
/secure/templates	List templates, export/import bundles, delete, open designer
/secure/design	Visual editor for pdfme layouts or HTML + Handlebars
/secure/generate	Pick a template, fill variables, download a test PDF
/secure/keys	Create and revoke API keys for REST access
/secure/tokens	View recent PDF generation requests
/secure/upgrade	View or change subscription tier and limits