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Getting started — for teams

No code required. This is the path for designers, ops, finance, and anyone who owns what the document says without wanting to touch an API.

1. Create your account & workspace​

Sign up with email and password (or a social login). Your first workspace is created automatically — it's the container for your templates and your teammates. You're the Owner.

2. Design a template​

Open the designer and drag elements onto the canvas:

  • Text — Heading, Subheading, Body, and auto page numbers.
  • Shapes — Rectangle, Ellipse, Line.
  • Media — Image, Icon (curated picker).
  • Data — Table, List, QR code, Barcode, Bar chart.
  • Layout — Markdown block, Watermark, Signature.

Helpful touches while you work:

  • Smart alignment guides snap edges and centres to other elements (hold Alt to bypass).
  • Undo/redo with 100 steps of history (⌘Z / ⌘⇧Z).
  • Double-click any text to edit it inline.

:::tip Design over an existing PDF Already have a PDF you want to fill in (a government form, a branded letterhead)? Use Add base PDF in the designer toolbar. Paperwright renders each page as the canvas background so you position fields exactly where they belong. :::

3. Define your data (the schema)​

A template is a form letter, not a finished document. In the schema panel, declare the fields your document needs — customerName, total, lineItems[] — with types (string, number, boolean, date, datetime, array).

Then drop tokens onto the canvas where the data should appear:

{{customerName}}
{{total | number}}
{{issuedAt | date:"medium"}}
{{$today | date:"long"}}      ← the date at render time
{{$page}} / {{$pages}}        ← page numbers

Already have a sample payload? Paste JSON and Paperwright infers the schema for you (it even detects dates and nested arrays).

4. Preview​

Hit Preview to render the template with your sample data and see the real PDF. Every preview is a true render through the same engine the API uses — what you see is what your developers' code will produce.

5. Collaborate​

  • Invite teammates from workspace settings — by email or a share link.
  • Assign roles: Owner (full control), Editor (design + comment), Viewer (read-only).
  • See who's viewing a template live, leave comments, and @mention people to pull them in.

Paperwright protects concurrent edits: if a teammate saved while you were editing, you'll get a clear conflict prompt instead of silently overwriting their work.

6. Hand off to engineering​

When the template looks right, your developers reference it by template ID and render it on demand from their backend — no design work crosses back into code. See For Developers.

What's next​

  • Explore the full element set and token grammar in the designer.
  • Read For Developers to understand how your template becomes documents at scale.