This article walks the main areas of the Templified interface so you always know where you are and where to find things. Skim it once now; come back when you can't find something.
The top navigation
Every page shares the same top bar. From left to right:
- Templates — your master layouts, in folders. Design and edit templates here.
- Studio — your customer designs. Day-to-day production lives here.
- Flows — the visual automation builder.
- API — a dropdown with API Keys and API Docs, for developers.
- History — every render your organization has produced.
- Settings — profile, organization, members, integrations, sending, and billing.
- Help (question-mark icon) — opens this knowledge base at help.templified.io in a new tab.
When you sign in, Templified lands you on the tab you most likely need: Studio once your organization has templates and Studio access, otherwise Templates.
Templates tab
A folder tree of your master layouts. Each card opens that template in the editor. Right-click (or use the card's menu) to rename, move, or duplicate a template.
Studio tab
A folder tree on the left and a grid of design cards on the right — typically one folder per event or team. You can multi-select cards like a file explorer, flag them with colors, filter and search, and send finished designs from the collapsible Send To pane on the right edge.
Two editors, one badge
Templates and designs open in the same canvas editor, which makes it easy to forget which one you're editing. The badge at the top of the editor tells you:
- Template (neutral badge) — you're editing the master. Changes affect future designs made from it.
- Studio (bright lime badge) — you're editing one customer's design. Changes affect only that design.
History
The History page lists every render with stat cards up top and filters to narrow by date, template, or status. A Billing link in the header jumps straight to your balance and usage.
Settings
Settings has a side pane on the left, and each entry is its own page rather than a card stacked on one long scrolling page. The entries are grouped under three headings:
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Account
- Profile — your name and sign-in details.
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Organization
- General — organization name and details.
- Members — invite teammates and manage roles.
- API Keys — issue and revoke keys for developers. Owners only.
- Billing — balance, payment method, and usage. Owners only.
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Delivery — listed in the order the work happens: connect a service, bundle destinations into a preset, group the presets, stamp a watermark, route the print.
- Integrations — connect Dropbox, webhooks, and partner services.
- Send-To Presets — reusable sets of destinations you can send a design to.
- Preset Groups — bundle several presets so one send fires them all.
- Watermarks — proof marks you can apply when sending.
- Logo Library — your organization's logos, which fill logo slots in a design automatically.
- Print Locations — route prints to physical print stations.
The pages themselves look different too: lists now sit in a single bordered panel with hairline-divided rows instead of one card per item, deletions ask you to confirm in a dialog on the page rather than a browser pop-up, and connection status is colour-coded — green for connected, amber for something that needs your attention.
The account area
The top-right corner of the bar shows who and where you are:
- Organization switcher — a dropdown labelled with your current organization's name. It lists every organization you belong to so you can switch between them, and it's a dropdown even if you belong to only one. The last item, Create organization, opens a dialog where you name a new organization that you own — you're switched into it right away.
- Your name and avatar — click to open a compact menu with Sign out.
The app version is no longer in this menu. It now appears as a small, dim "v…" line pinned to the bottom-left corner of the screen. Hover it to see the full version and build reference — handy when reporting an issue to support.
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