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  • Set up Zelio to run your business

  • Find the right section fast

  • Use Activity views and unified pages

  • Run an auto shop day

Workspace guides

  • Run the day from Activity and Operations

  • Manage people, shifts, and assignments

  • Keep customer and vendor records useful

  • Manage what you offer and what supports it

  • Use Accounting and Capital together

  • Run accounting yourself

  • Build and manage reusable templates

  • Track requests and manage stored documents

  • Model how the business runs

  • Control who can enter, edit, and integrate

Website & intake

  • Publish the request form on your website

All docs

Workspace guides

Build and manage reusable templates

Use Builder for documents you author in Zelio and PDF Upload when the file already exists.

2 min read

Work in Templates mode#

The Documents section has three top-level modes:

  • Templates
  • Requests
  • Library

Use Templates when you are building the reusable starting point.

Pick the right template source#

SourceBest for
Builderwriting, editing, and restructuring the document in Zelio
PDF Uploadstarting from an existing PDF and mainly placing fields or signature targets

Build in this order#

  1. Click New.
  2. Choose the template kind and whether it should start in Builder or PDF Upload.
  3. In Builder, move through Blocks, Fields, and Review.
  4. Refresh the proof until the output matches what you want to publish.
  5. Save the draft.
  6. Publish when blocking validation is clear.

Publication checks the template profile as well as the canvas. Sales invoices, estimates, receipts, purchase documents, rentals, and statements use Builder sources. Contract, consent, and other flexible document profiles can use a PDF source. A signable profile needs at least one signature or initials field, each signer field needs a supported role, and every field must fit on a real page of the committed source PDF.

Use the navigator, defaults, and brand tools#

The template navigator now lets you manage:

  • the template library
  • Workspace defaults for template assignment
  • template info and validation state
  • workspace brand kits

If one template should automatically drive receipts, agreements, or other repeatable work, set that assignment in Workspace defaults.

Useful actions in the current editor#

  • Save draft
  • Publish
  • Undo / Redo
  • Duplicate
  • Revert changes
  • Focus for Builder work
  • Refresh proof and Open proof

Common blockers#

  • You cannot change the body: it is a PDF Upload template.
  • Publish is disabled: there is at least one blocking validation issue.
  • The wrong template appears in downstream workflows: check Workspace defaults first.

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Run accounting yourself

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Track requests and manage stored documents

On this page

  • Work in Templates mode
  • Pick the right template source
  • Build in this order
  • Use the navigator, defaults, and brand tools
  • Useful actions in the current editor
  • Common blockers
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