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DocsCreate Invitations

Getting Started with Editing

Learn how to access the invitation editor and understand the basic interface layout.

7 min read
2025-01-15

Getting Started with Editing

Your first step to creating an invitation! Learn how to access the editor and master the basics.

Opening the Editor

Creating Your First Invitation

Select a template and start editing right away.

Method 1: From Homepage

  1. Go to the main homepage
  2. Browse and find a template you like
  3. Click "Use This Template" button
  4. The editor opens automatically

Method 2: From Templates Page

  1. Click "Templates" in the top menu
  2. Browse templates by category
    • Wedding
    • Birthday
    • Baby Shower
    • Other Events
  3. Select your favorite template
  4. Click "Use This Template" button

Tips for Choosing Templates

  • Desktop view provides better detail
  • Use the "Preview" button for full-screen view
  • You can change templates later, so don't worry too much!

Editing an Existing Invitation

Return to edit a saved invitation anytime.

Steps:

  1. Log in and click the profile icon in the top right
  2. Select "Dashboard" menu
  3. Click "Collection" in the left menu
  4. Find the invitation you want to edit
  5. Click the "Edit" button

Quick Access Tip

Bookmark your dashboard URL in your browser! This way you can access it directly without logging in each time.

Understanding the Editor Interface

The editor is divided into 3 main areas.

1. Left Panel - Content Input

This is where you enter all your information!

Structure:

  • Top: Section Tabs (Basic Info, Theme Settings, etc.)
  • Middle: Input Forms (names, dates, photos, etc.)
  • Bottom: Save Button

Main Tabs:

  1. Basic Info: Invitation title, date, venue, etc.
  2. Theme Settings: Colors, fonts, layout
  3. Section Management: Choose which sections to display

Input Tips:

  • Fill out from top to bottom
  • Required fields are marked with *
  • Optional fields can be left blank

2. Right Panel - Live Preview

See your changes in real-time!

Features:

  • Mobile Screen Size: Shows how it looks on phones
  • Real-time Updates: Changes appear instantly
  • Scrollable: Scroll up and down to view entire invitation

How to Use:

  • Enter text on the left → Check result on the right
  • Change colors → See if they match on the right
  • Upload photos → Verify placement on the right

Too Small to See?

Click the preview area to view it in full screen! Press ESC to return to the editor.

3. Top Menu Bar - Main Functions

The menu at the very top of the editor.

Left Buttons:

  • ← Back: Return to dashboard
  • Template Title: Click to edit title

Right Buttons:

  • Preview: View invitation in full screen
  • Save: Save your work
  • Share: Publish invitation and get link

Understanding Sections

Your invitation consists of multiple sections (parts).

Default Sections

Common sections in most invitations:

  1. Hero Section

    • First thing visitors see
    • Couple photo, names, date
  2. Greetings

    • Warm message to guests
    • Parents' names
  3. Date & Time

    • When the event takes place
    • Calendar display option
  4. Gallery

    • Collection of couple photos
    • 5-10 photos recommended
  5. Location

    • Event venue information
    • Map, parking, public transit info
  6. Contact

    • Contact numbers for bride, groom, and parents
  7. Gift Registry

    • Payment information for gifts
    • Copy button provided
  8. Guestbook

    • Guests can leave congratulatory messages
  9. RSVP

    • Guests can confirm attendance
    • Helps with meal planning

Toggling Sections On/Off

Choose only the sections you need!

How:

  1. Click "Section Management" tab in the left panel
  2. Click the toggle button next to each section
  3. Changes apply immediately

Examples:

  • Don't want gift information? → Turn off Gift Registry section
  • Only want guestbook, not RSVP? → Turn off RSVP section

Important Note

When you turn off a section, it disappears completely from your invitation! If you turn it back on later, your previous content will still be there.

Reordering Sections

Arrange sections in any order you prefer.

How:

  1. Go to "Section Management" tab
  2. Click the drag handle (≡ icon) next to each section
  3. Drag up or down to reorder
  4. Auto-saves when you release

Recommended Order:

1. Hero Section
2. Greetings
3. Date & Time
4. Gallery
5. Location
6. Contact
7. Gift Registry
8. RSVP
9. Guestbook

Pre-Editing Checklist

Things to prepare before you start!

Essential Information

  • Bride and groom names
  • Wedding date and time
  • Venue address
  • Parents' names

Nice to Have

  • Couple photos (2-10 photos)
    • Main photo: 1 (horizontal recommended)
    • Gallery: 5-10 photos
  • Greeting message draft (write in advance)
  • Contact numbers (bride, groom, parents)
  • Payment information (for gifts)
  • Directions (subway, bus, parking info)

Work Efficiently

Organize all information in your phone's notes or messaging app beforehand! Then you can quickly copy and paste while editing.

Your First Save

Save early when you first start editing!

Why?

  • No worries if you accidentally close the window
  • You can continue working later
  • Your invitation URL is generated

How to Save:

  1. Click the "Save" button in the top right
  2. Confirm "Saved successfully" message
  3. Now you can work with peace of mind!

Save Shortcuts:

  • Windows: Ctrl + S
  • Mac: Cmd + S

Auto-Save Feature

Your work is automatically saved every 3 seconds! However, for complete saving, always click the save button.

Frequently Asked Questions

I chose the wrong template

Solution:

  1. Go to Dashboard > Collection
  2. Create a new invitation
  3. Select the template you want
  4. Delete or keep the old invitation

Templates are hard to change later, so choose carefully!

I left without saving

Don't worry!

  • Auto-saved content is available
  • When you re-enter the editing page
  • A message appears: "Unsaved content found. Restore?"
  • Click "Yes" to continue working

Important

If you clear your browsing history, auto-saved content is also deleted! Always click the save button after important work.

The editor won't load

Check these:

  1. Internet connection
  2. Refresh browser (F5)
  3. Try a different browser (Chrome, Edge recommended)
  4. Verify you're logged in

If still not working:

  • Clear browser cache
  • Try incognito/private mode
  • Contact customer support

Can I edit on my phone?

Possible but not recommended!

  • Yes, mobile editing is possible
  • But the small screen makes it difficult
  • We strongly recommend using a desktop or laptop

Mobile Use Cases:

  • Emergency edits: Quick text changes
  • Preview: Check how it looks
  • Main work: Use a computer!

Next Steps

Now that you understand the editor, let's fill in each section!

Follow in order:

  1. Setting Up the Hero Section - Make a great first impression!
  2. Writing Greetings - Warm welcome message
  3. Creating a Gallery - Share your memories

Theme and Design:

More Detailed Guides: